Investment Advisory Service in Charlotte, NC

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Portfolio Capital Management
5950 Fairview Rd Ste 610, Charlotte, NC 28210
43YEARS IN BUSINESS

Providing quality investment and wealth management services is the primary goal of our firm. Our money managers strive to maintain consistent performan

Stephen Heeseman

Stephen is the market executive for Myers Park Financial Center and provides commercial business services to businesses, professional groups, real esta

Brands:
Towne Benefits, Towne Insurance, Towne Investment Group, Towne Mortgage, Towne Vacations
Mike Wollinger

Mike is a commercial banker who specializes in working with Commercial Real Estate businesses as well as Commercial and Industrial businesses. He strives

Brands:
Towne Benefits, Towne Insurance, Towne Investment Group, Towne Mortgage, Towne Vacations
Andrea Williamson

Andrea joined TowneBank in 2017 and has over 17 years of banking industry experience. As a Commercial Banking Officer, Andrea offers funding solution

Brands:
Towne Benefits, Towne Insurance, Towne Investment Group, Towne Vacations, TowneBank Mortgage
Charles Bartz

Charles develops and manages a diversified commercial and private banking and loan portfolio. He has almost four decades of financial banking experience a

Brands:
Towne Benefits, Towne Insurance, Towne Investment Group, Towne Vacations, TowneBank Mortgage
John Kraynik

With over 35 years of financial industry experience, John offers an impressive repertoire with a personable touch. John specializes in commercial real esta

Brands:
Towne Benefits, Towne Insurance, Towne Investment Group, Towne Vacations, TowneBank Mortgage
Victoria Cerrato

As branch manager, Victoria leads her team to provide our members with exquisite, friendship-driven banking experiences. In addition, she supports sma

Brands:
Towne Benefits, Towne Insurance, Towne Investment Group, Towne Vacations, TowneBank Mortgage
Lang, Steven

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Fulbright, William L

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Geesey, Nicholas

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Estes, Ryan

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Holston, Joseph

Welcome to Merrill Lynch in CHARLOTTE, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Portaro, Roger

Welcome to Merrill Lynch in CHARLOTTE, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Robinson, Matthew

Welcome to Merrill Lynch in CHARLOTTE, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Lawrence, Kelly

Welcome to Merrill Lynch in CHARLOTTE, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Von Uklanski, Felix

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Johnson, Martin

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Steve Anderson, R

Welcome to Merrill Lynch in CHARLOTTE, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

James, John

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Gibb, Brian

Welcome to Merrill Lynch in CHARLOTTE, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Talbott, Olivia

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

C Snell, Adam, AGT

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Ballard Jr, Harold Wayne, AGT

Harold Ballard Jr is a Licensed Financial Representative with Primerica serving CHARLOTTE and its surrounding are

Payment method:
amex, cash, check, debit, discover, invoicing available, master card, visa
Von Uklanski, Felix

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Rap, Austin

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Lostetter, Mary Grace

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Hellman, Donald

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Brawley, Jack

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Winstel, Jennifer

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan