Daniel Jordan

Julie Mesaros is a financial advisor with MBIA Capital Advisors, holding a Series 65 designation and one year of industry experience. Prior to joining MBIA Capital Advisors, she worked in education for eight years with Harnett County Schools and Clovis Municipal School District. Outside of her advisory role, she is involved in the sale of life insurance and annuity products through an independent insurance agency. MBIA Capital Advisors provides fee-based investment management and financial planning services to individuals, trusts, foundations, and retirement accounts. The firm’s investment approach emphasizes fundamental analysis with a focus on dividend growth and fixed-income, blending large-cap value with multi-cap growth and momentum strategies, and incorporates tax and insurance coordination through its affiliation with certified public accounting firms.

Derrick Fort is a Series 66-licensed financial advisor with 14 years of industry experience. He has worked at Edward Jones for 12 years before joining &Partners, LLC in 2024. Outside of his advisory role, he serves as a senior pastor at Great Commission Ministries, owns a cattle farm, and holds volunteer board positions with the Clarendon County Chamber of Commerce and the Clarendon Christian Learning Center. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining technology platforms with proprietary and third-party strategies.