Charlotte, NC Ballancroft Pkwy Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,461 advisors across 2,960 offices

Location

15025 Ballancroft Pkwy

Charlotte NC 28277

Advisors at this office

3

Advisors at this office

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Ross H

Series 66

Charlotte, NC

Raymond James Financial

Ross Hendrix is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Citi Private Alternatives and Wells Fargo Clearing. Outside of his advisory role, he is also an associate at Pinnacle Asset Management, where he serves as a licensed bank advisor connecting clients to banking and investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored planning and consulting using analytical tools and supports clients through advisory programs, with notable capabilities in municipal and public finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew F

CFP®, Series 66

Charlotte, NC

Raymond James Financial

Matthew Fallaw is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has previously worked at firms including Infinex Investments and Community One/Capital/FTB. He serves as Treasurer and Board Member for the McCullough Townhome Owners Association, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance advisory services not commonly found among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Dwayne D

Series 63, Series 65

Charlotte, NC

Raymond James Financial

Dwayne Deatherage is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Pinnacle Financial Partners, Raymond James Financial Services Advisors Inc., and Bank of North Carolina, among other firms. Outside of his advisory role, he is employed as an investment advisor at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and maintains affiliations that enhance its municipal and public finance capabilities.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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