Triangle Wealth Management

Jessica Sherburne is a financial advisor at Triangle Wealth Management in Raleigh, NC, with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Hatteras Capital Distributors, LLC for eight years and operated JS Brand Consulting, LLC for one year. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm combines portfolio management with financial planning services and employs a consultative process using advanced analytical tools to create tailored, disciplined model portfolios.

Paul Reynolds IV is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding a Series 65 designation with 14 years of industry experience. He has been with Triangle Securities Wealth Management since 2012. Triangle Wealth Management serves a diverse client base including high-net-worth individuals, corporate pension plans, charitable institutions, and trusts. The firm provides portfolio management and financial planning services using a consultative process supported by fundamental securities analysis and advanced analytical tools.

Darren Ford is a financial advisor at Triangle Wealth Management with a Series 65 designation and four years of industry experience. Before joining Triangle Wealth Management in 2022, he worked at AdvisorEngine, Abrigo, and other firms. Outside of advising, he creates educational content for the AnalystPrep website, focusing on CFA exam preparation. Triangle Wealth Management serves individual clients, corporate plans, and nonprofit organizations, providing portfolio management and comprehensive financial planning. The firm employs a consultative process using advanced analytical tools to develop tailored investment strategies, primarily grounded in fundamental securities analysis.

Paul Reynolds III is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 licenses with 45 years of industry experience. He previously worked at Triangle Securities, LLC from 2000 to 2010. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm offers portfolio management and financial planning services, employing a consultative and educational process that uses fundamental securities analysis and advanced analytical tools to develop tailored investment portfolios.

Michelle Petruolo is a financial advisor with Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Triangle Securities since 2003. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm provides portfolio management and comprehensive financial planning services using a consultative process and fundamental securities analysis, managing approximately $1.2 billion in discretionary assets.

Joseph Parker is a financial advisor at Triangle Wealth Management in Raleigh, NC, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Triangle Wealth Management since 2000. Triangle Wealth Management serves individual clients, corporate plans, charitable institutions, and corporations, providing portfolio management and financial planning services. The firm uses a consultative process supported by advanced analytical tools to develop tailored portfolios primarily based on fundamental securities analysis.

Dorothy Moravec is a financial advisor with Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has been with Triangle Securities, LLC since 2000. Triangle Wealth Management serves individual clients, corporate plans, charitable institutions, and other entities, offering portfolio management and financial planning services. The firm uses a consultative process combined with fundamental securities analysis and advanced analytical tools to create tailored portfolios, managing approximately $1.2 billion in discretionary assets.

Scott Loyek is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at Triangle Wealth Management in Raleigh, NC. He previously worked at Triangle Securities, LLC from 2006 to 2010. Triangle Wealth Management serves individual clients, including high-net-worth individuals, as well as corporate pension plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm provides portfolio management and financial planning services using a consultative process and foundational securities analysis supported by advanced analytical tools.

Kathleen Burkett is a CFP® professional with 34 years of industry experience. She is currently part of the team at Triangle Wealth Management and previously worked at Triangle Securities and Wells Fargo Clearing. Triangle Wealth Management serves a diverse client base including individuals, corporate pension and profit-sharing plans, charitable institutions, and trusts. The firm employs a consultative, educational process using advanced analytics and fundamental securities analysis to deliver portfolio management and financial planning services.

Claire Jandrain is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding a Series 65 designation. She joined the firm in 2024 after six years at AIM Advisors and has a background that includes four years at North Carolina State University. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations, offering portfolio management and comprehensive financial planning services. The firm employs a consultative, educational process supported by advanced analytical tools and grounds its investment recommendations primarily in fundamental securities analysis.