- 336.768.7230
- 480 Shepherd Street, Winston-Salem, NC 27103
- 3333 Durham-Chapel Hill Blvd., Bldg E, Ste 200, Durham, NC 27707
As reflected in the individual biographies below, our advisors have achieved distinction in law, accounting, and investment analysis. The core members of our investment team have achieved the Chartered Financial Analyst (CFA) designation.
