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Top 30 financial advisors of 1,083 near 27517
Out of 400,000+ nationwide
Tim I
CFP®
Durham, NC
Iseler Financial
Tim founded Iseler Financial to help creative professionals build stability & security in their financial lives. The firm offers hourly engagements, one-time plans, ongoing financial planning, and investment management. Tim lives in Durham NC with his family and wonder dog, Yoshi. Prior to starting Iseler Financial, he spent 18 years in the music industry as a recording & touring audio engineer. And, even further back in time, Tim grew up on a family farm before graduating with honors with a degree in mathematics.
Brittany B
CFP®
Chapel Hill, NC
Hilltop Wealth Advisors, LLC
Brittany is a financial advisor at Hilltop Wealth Advisors, a fee-only financial planning firm located in Chapel Hill, NC. Brittany has been with the Hilltop team since 2014, when she started as a financial planning intern while earning her BA in Mathematics at UNC-Chapel Hill. She quickly discovered financial planning to be a perfect combination of problem solving and relationship building, which made it her ideal career path. She is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional and Certified Student Loan Professional (CSLP®), and is passionate about working with Gen X & Gen Y clients. Brittany lives in Raleigh with her husband and dog. When she’s not working, she loves cheering on the Carolina Hurricanes, exploring the local food scene, and traveling to the mountains.
Karena B
Series 63
Cary, NC
Edward Jones
Kevin O
CFP®, Series 66
Apex, NC
Edward Jones
Jaime M
CFP®, Series 66
Cary, NC
Edward Jones
Matthew G
CFP®, Series 66
Cary, NC
Edward Jones
Shari B
Series 66
Pittsboro, NC
Edward Jones
Scott S
CFP®, Series 63, Series 66
Cary, NC
Edward Jones
Adair S
Series 66
Cary, NC
Edward Jones
Misty B
ChFC®, Series 66
Cary, NC
Edward Jones
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Top 30 financial advisors of 1,083 near 27517
Out of 400,000+ nationwide