Greensboro, NC Office

Team
Updated today

Client AUM

$4,027,797,771

Clients

4,748

Advisors

3

Of 54 advisors across 20 offices

Location

2010 D New Garden Road

Greensboro NC 27410

Advisors at this office

3

Advisors at this office

user avatar

Angus M

Series 63, Series 65

Greensboro, NC

Cetera Planning Partners

Angus Mceachran III is a financial advisor at Cetera Planning Partners with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Cetera Wealth Services, Summit Financial Group, and LPL Financial. Mceachran is a partner at HMC Partners and co-hosts a radio show focused on marketing securities business to the public. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process that culminates in personalized financial plans and emphasizes diversified portfolio management using mutual funds and ETFs tailored to client risk tolerance.

General retirement planning Social Security optimization Retirement income strategy Retired
user avatar

William G

CFP®, Series 66

Greensboro, NC

Cetera Planning Partners

William Guge is a financial advisor at Cetera Planning Partners with nine years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Cetera Planning Partners in 2025, he worked at Ameriprise, Charles Schwab Bank and Charles Schwab & Co., Fidelity Brokerage Services, TD Ameritrade, and TD Bank. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are near or in retirement. The firm employs a structured planning process with diversified portfolio management and offers supplementary services including tax planning, bookkeeping, and estate-planning support.

General retirement planning Social Security optimization Retirement income strategy Retired
user avatar

John H

Series 63, Series 65

Greensboro, NC

Cetera Planning Partners

John Hardy Jr. is a financial advisor with Cetera Planning Partners in Greensboro, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Cetera Wealth Services, Summit Financial Group, and LPL Financial. Outside of advisory work, he serves on the finance committee at First Baptist Church and co-hosts a radio show focused on marketing investment services. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many near or in retirement, utilizing a structured planning process and diversified portfolio management tailored to client risk tolerance.

General retirement planning Social Security optimization Retirement income strategy Retired
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")