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Top 30 financial advisors of 115 near 27501
Out of 400,000+ nationwide
Christina M
CFP®, Series 63, Series 66
Fuquay Varina, NC
Fidelity
Tina MacMillan is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She works closely with clients to develop tailored financial strategies that align with their individual goals. Her professional experience includes serving as a Financial Consultant at Fidelity Investments from 2018 to 2022 and as an Investment Consultant at TD Waterhouse Investor Services from 1998 to 2005. Tina holds a California Insurance License.
Kolin M
Series 66
Raleigh, NC
Fidelity
Kolin McKelvey is a Planning Consultant at Fidelity Investments, based in Raleigh. Since 2023, Kolin has worked with individuals and families to simplify complex financial decisions and develop clear, actionable plans that support their goals. Kolin's approach emphasizes listening carefully to understand what matters most to clients and providing guidance to help them make informed choices for a secure and fulfilling future. Kolin believes that financial planning goes beyond numbers, focusing on creating practical strategies that allow clients to live life with confidence. Outside of professional responsibilities, Kolin enjoys golf, movies, music, and reading.
Tammy M
Series 66
Fuquay Varina, NC
Edward Jones
Michael S
CFP®, Series 66
Holly Springs, NC
Edward Jones
Ryan M
ChFC®, Series 63, Series 66
Holly Springs, NC
Edward Jones
Robin W
CFP®, Series 66
Fuquay Varina, NC
Edward Jones
Mary T
CFP®, Series 66
Fuquay Varina, NC
Edward Jones
Kyle J
Series 63, Series 66
Durham, NC
Fidelity
Kyle Jackson is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he collaborates with clients to develop financial plans aimed at helping them achieve their financial goals, and he creates engagement strategies tailored to each client's unique planning needs. Prior to this, Kyle held several positions within Fidelity Investments, including Investment Solutions Representative 2 and 1, as well as Customer Relationship Advocate, gaining experience across various facets of client service and investment solutions from 2023 to 2025. Outside of his professional work, Kyle is interested in baseball, beach activities, football, social events with friends, and movies.
Angela B
Series 63, Series 66
Lillington, NC
Edward Jones
Brian D
Series 66
Angier, NC
Fidelity
Brian Diller is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2021, initially working as an Investment Solutions Representative before assuming his current role in 2025. Prior to Fidelity, he gained experience as a Financial Planning Intern at Northwestern Mutual in 2021. He holds insurance licenses in Arkansas and California. Brian pursued a degree in finance, motivated by his early interest in understanding finances influenced by his family's small business background. In his role, he assists clients in looking ahead to their financial goals and identifying actionable steps to achieve them. Brian grew up in central Colorado. Outside of work, he and his wife enjoy spending time outdoors.
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Top 30 financial advisors of 115 near 27501
Out of 400,000+ nationwide