Old North State Wealth Management, LLC

Theodore Arnheiter is a financial advisor with Old North State Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Old North State Wealth Management since 2014 and concurrently maintains a long-standing career as a songwriter and composer through his work with Four Horsemen, T.L.A. Productions, and R K Music since 1989. Old North State Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and retirement plan participants, offering both discretionary and non-discretionary portfolio management. The firm builds customized portfolios using a variety of securities and analysis methods, including the use of derivatives and margin strategies, and serves clients generally requiring a $500,000 account minimum.

Danielle Annechiarico is a financial advisor at Old North State Wealth Management, LLC in Wilmington, NC, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Old North State Wealth Management since 2010 and at Comprehensive Asset Management & Servicing, Inc. since 2011. Old North State Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, retirement plan participants, and other entities. The firm constructs customized portfolios using a variety of securities and analysis methods and allows the use of derivatives and margin strategies in portfolio management.

Charles Buckland is a financial advisor at Old North State Wealth Management, LLC in Wilmington, NC, with 11 years of industry experience. He holds the PFS™ designation and has been with Old North State Wealth since 2013. Outside of his advisory role, Buckland is involved with Knott, Richartz & Co, a CPA firm, dedicating significant time during select months each year. Old North State Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, and retirement plans, offering customized portfolios that include equities, ETFs, mutual funds, and fixed income securities. The firm discloses the use of derivatives and permits margin and covered-option strategies as part of its portfolio management approach.

David Parsons is a CFP®, ChFC®, and PFS™ with 28 years of industry experience. He is currently CEO and Personal Financial Specialist at Old North State Wealth Management, LLC and also provides CPA consulting services with Knott, Richartz & Co. CPAs, PLLC. Parsons holds roles as an independent insurance agent and serves on the Useppa Island Board of Governors, advising on social member matters. Old North State Wealth Management offers investment advisory and financial planning services to individuals, trusts, estates, and retirement plans, managing customized portfolios that include equities, ETFs, mutual funds, and fixed income securities. The firm employs fundamental, technical, and cyclical analysis and incorporates derivatives and margin strategies, serving primarily clients with account minimums around $500,000.

Paul Knott is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. He is a partner and 50% owner of Knott, Richartz & Co., CPAs, where he provides tax consulting services, and he serves as treasurer for a local Boy Scout troop. Knott is a managing member of Old North State Wealth Management, LLC, where he has worked since 2008. Old North State Wealth Management offers investment advisory and financial planning services to individuals, trusts, estates, and retirement plans, typically requiring a $500,000 account minimum. The firm constructs customized portfolios using a variety of securities and employs fundamental, technical, and cyclical analysis, including the use of derivatives and margin strategies.

William Hedrick is a financial advisor at Old North State Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Tech Mahindra Americas and Logic Technology. Old North State Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, retirement plan participants, and other entities. The firm constructs customized portfolios using a variety of securities and employs fundamental, technical, and cyclical analysis, including the use of derivatives and margin strategies in separately managed accounts.