Wilmington, NC Financial Advisor Office

Wilmington

Find a financial advisor in our Wilmington office.

How it works: Tell us about yourself, see your best matches, then connect with your top pick.

Already working with someone? Find them here

Search for an advisor

REFINE:

Expertise

Certifications

Languages

Last Name

Showing 20 advisor(s) and rep(s)

FINRA BrokerCheck

Let's Connect

Troy Anderson Visit my website

Expertise: Business Continuation Planning, Business Risk Management, Business Succession Planning, Business Valuation Planning, Estate Planning, Financial Planning, Qualified Plan Benchmarking, Qualified Plan Design Assistance, Qualified Plan Employee Education, Qualified Plan Fiduciary Education, Retirement Income Planning, Retirement Planning, Special Needs Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning

Languages: English

Location: Wilmington NC, 28405

FINRA BrokerCheck

Let's Connect

William Ballou Visit my website

Expertise: Business Risk Management, Business Continuation Planning, Business Succession Planning, Financial Planning, Estate Planning, Life Insurance Planning, Disability Income Planning, Employee and Executive Benefits Planning, Long Term Care Planning, Special Needs Planning

Languages: English

Location: Wilmington NC, 28405

FINRA BrokerCheck

Let's Connect

Sean CaranoMy career in special operations taught me that success comes from discipline and consistency, but what truly matters are the relationships we develop along the way. I draw on that experience daily to help my clients achieve financial freedom – together we develop plans that allow them to be intentional with their resources, so they can lead purposeful, more fulfilled lives. Let’s connect today!Visit my website

Languages: English

Location: Wilmington NC, 28405

FINRA BrokerCheck

Let's Connect

Stephen Cooley

CFP®

I am a proud College of William & Mary graduate and a long time Virginia resident. I raised a family in the Fredericksburg area and serve clients locally as well as across the US. I am passionate about helping families and business owners achieve their best possible financial future. I have experience with products that can be especially beneficial to physicians, military, and federal employees.Visit my website

Expertise: Financial Planning, Estate Planning, Investment Strategies, Special Needs Planning, Education Funding, Disability Income Planning, Long Term Care Planning, Retirement Planning, Retirement Income Planning, Business Succession Planning, Business Risk Management, Employee and Executive Benefits Planning

Languages: English

Location: Wilmington NC, 28405

FINRA BrokerCheck

Let's Connect

Brian Cox

CFP®, CLU®, ChFC®

As a Financial Advisor and Planner, I work with my clients to help them achieve financial security through a holistic financial planning process. That process is built on a belief that education and information will help empower my clients to make the right financial decisions for themselves, their families, and their businesses.Visit my website

Expertise: Financial Planning, Estate Planning, Retirement Income Planning, Business Continuation Planning, Business Succession Planning, Business Risk Management, Disability Income Planning, Life Insurance Planning, Investment Strategies, Employee and Executive Benefits Planning, Long Term Care Planning, Special Needs Planning, Education Funding

Languages: English

Location: Wilmington NC, 28405

FINRA BrokerCheck

Let's Connect

Peter Cox Visit my website

Expertise: Estate Planning, Financial Planning, Retirement Planning, Trust Services, Business Risk Management, Life Insurance Planning, Disability Income Planning, Education Funding, Employee and Executive Benefits Planning, Investment Strategies, Long Term Care Planning, Special Needs Planning

Languages: English

Location: Wilmington NC, 28405

FINRA BrokerCheck

Let's Connect

Elizabeth Emborsky Visit my website

Languages: English

Location: Wilmington NC, 28405

FINRA BrokerCheck

Let's Connect

Seth Hole Visit my website

Languages: English

Location: Wilmington NC, 28405

FINRA BrokerCheck

Let's Connect

John JacobsA New York City native and Bard College graduate. I have been with Northwestern Mutual since 1987. I reside in Red Hook, New York with my significant other Renee, and you can find me in some of the local restaurants playing with my band Off the Hook. I specialize in assisting established professionals and their families build their financial plans. I look forward to helping you achieve your goals.Visit my website

Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Disability Income Planning, Long Term Care Planning

Languages: English

Location: Wilmington NC, 28405

FINRA BrokerCheck

Let's Connect

Andrew Kiss

CLU®, ChFC®, RICP®

I focus on helping provide financial security through a holistic and personalized approach to each of my clients based on their specific needs. I work with my clients to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people they care about most.Visit my website

Expertise: Retirement Income Planning, Wealth Management, Long Term Care Planning, Estate Planning, Business Succession Planning, Life Insurance Planning, Education Funding, Retirement Planning, Disability Income Planning

Languages: English

Location: Wilmington NC, 28405

FINRA BrokerCheck

);

Northwestern Mutual

Find a financial advisor in our Wilmington office.

Directory for financial advisors and representatives

Get to know our leadership.