Matthews, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$12,320,030,643
ClientsTotal clients
30,039
AdvisorsAdvisors at this office
2
Of 365 advisors across 204 offices
Location
250 N. Trade St Suite 301
Matthews NC 28105
Advisors at this office
2
Advisors at this office
Dennis L
Series 63, Series 66
Matthews, NC
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Dennis Lynch is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been associated with Carolina Financial Partners since 2016 and operated his own independent insurance business from 2013 to 2022. Lynch also serves as Associate Vice President for non-variable insurance at Carolina Financial Partners. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and employs a range of custodians and third-party managers, primarily managing assets on a non-discretionary basis.
John K
Series 63, Series 65, Series 66
Matthews, NC
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
John Kirwan is a financial advisor with United Planners' Financial Services of America and holds Series 63, Series 65, and Series 66 licenses. He has 40 years of industry experience and has worked with Carolina Motorsports MGT. LLC and Carolina Sports Officials, among other roles. Outside of finance, he works part-time as a CDL driver for SFL Transportation. United Planners Financial Services serves a broad range of clients, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers and offers both fee-based and commission-based options through its network of 477 independent Investment Advisor Representatives.
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