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Financial Advisors in Chapel Hill, NC

How to choose a financial advisor in Chapel Hill

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Jesse Toney

Financial Advisor

J.P. Morgan Securities Llc

Chapel Hill, NC

ProfileNo contact yet

Rey Warner

Financial Advisor

Academy Securities, Inc.

Chapel Hill, NC

ProfileNo contact yet

Cameron Barclay

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chapel Hill, NC

ProfileNo contact yet

John Stilley

Financial Advisor

TRUSTSTONE WEALTH PARTNERS, LLC

Chapel Hill, NC

ProfileNo contact yet

Michelle Beanland

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Chapel Hill, NC

ProfileNo contact yet

Marvin Carver

Financial Advisor

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Chapel Hill, NC

ProfileNo contact yet

Marci Hansen

Financial Advisor

HAMILTON POINT INVESTMENT ADVISORS, LLC

Chapel Hill, NC

ProfileNo contact yet

David Stephan

Financial Advisor

HAMILTON POINT INVESTMENT ADVISORS, LLC

Chapel Hill, NC

ProfileNo contact yet

Kenneth Nelson

Financial Advisor

HAMILTON POINT INVESTMENT ADVISORS, LLC

Chapel Hill, NC

ProfileNo contact yet

Tracie Legg

Financial Advisor

ROBERT W. BAIRD & CO. INCORPORATED

Chapel Hill, NC

ProfileNo contact yet
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