Greensboro, NC Green Valley Road Office

Robert Craven III is a financial advisor with OSAIC based in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Woodbury Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. He is also active as an agent in the sales and service of fixed insurance and annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm utilizes asset-allocation tools, risk assessment methods, and automated rebalancing to manage portfolios across various asset classes, supporting a range of advisory and brokerage services.

Shelley York III is a financial advisor at OSAIC with 41 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Woodbury Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors LLC. York also operates GCG Wealth Management, offering full-service brokerage services under a separate corporate entity. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses various asset-allocation tools and supports multiple platform programs, including model and managed-account solutions.

Roberta Brumsey is a Certified Financial Planner™ with 30 years of industry experience. She is currently with OSAIC and has previously worked at Woodbury Financial Services, Gcg Wealth Management, and Osborne-Brumsey & Associates. Outside of her advisory role, she is also active as an insurance agent, providing clients with group and individual health, life, and disability insurance through Pilot Benefits and Gcg Wealth Management. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services, utilizing advanced asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Garrett Mullins is a financial advisor at Osaic with 22 years of industry experience and holds a Series 66 designation. He previously worked at Woodbury Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. Mullins serves as secretary of Dignity Healthcare Inc., a home health care company with which he has little involvement. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Dana Mckee is a financial advisor with Osaic Wealth, Inc. in Greensboro, NC, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Raymond James Financial Services and Wells Fargo Advisors. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment options and employs firm-provided tools for portfolio construction and management.

George Harris III is a financial advisor at OSAIC with 35 years of industry experience. He has held prior roles at Woodbury Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. Harris serves as a board member for several nonprofit organizations, including a neighborhood swim and tennis club and a continuing care retirement community in Greensboro, NC. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage, advisory services, and financial planning. The firm employs asset-allocation tools and risk-tolerance analysis to manage portfolios that include a variety of investment vehicles and supports both discretionary and non-discretionary accounts.