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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 30 financial advisors of 318 near 28778

Out of 400,000+ nationwide

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William C

CFP®

Fletcher, NC

Carrington Financial Planning, LLC

I founded Carrington Financial Planning, LLC, for the single purpose of helping my clients achieve financial success.  I feel a deep sense of responsibility when entrusted with this important aspect of people’s lives.  I also believe that good financial planning must be collaborative in order to be successful.  I work with clients through every step of the process on the way to achieving financial peace of mind.  As a fiduciary advisor, I always put the interests of my clients first and ensure that I meet their needs in a holistic fashion.  That means that I view investment portfolios as just one component of a client’s financial picture.  Good comprehensive financial planning should bring together all aspects of your financial life.  With a well-constructed financial plan, composed of clearly defined goals, combined with a solid investment strategy, we will work together to put you on the pathway to financial success.

General retirement planning Government Employee
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Mike C

CFP®

Black Mountain, NC

Collie Financial Planning, Inc.

Collie Financial Planning is a Fee-Only financial planning and investment management firm, founded by Mike Collie in 2005. As of 2023, Collie Financial Planning serves just over 200 client households. Our team consists of two advisors, Mike and Logan. Together we help our clients use their financial resources to achieve their most important goals in life, often incorporating their values into their planning and investments. We address comprehensive planning needs, including investment, retirement, tax, estate, education, insurance and charitable planning, making sure all of these components are working together to help clients achieve their goals. Mike's most important thing in life are his faith and his family, which includes wife Randi and sons Logan, Reece and Graham, and daughter-in-law McKenzie. We enjoy spending time together outside in the mountains and on the lake.

General retirement planning Baby Boomers (Born 1946-1964) Christian Faith Based
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Stephen H

ChFC®, Series 63, Series 66

Asheville, NC

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy Planning for children with special needs Founder/Business Owner Intergenerational Families Divorced
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Robert R

Series 63, Series 65, Series 66

Asheville, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance ESG / Sustainable investing Founder/Business Owner
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Samuel G

Series 66

Swannanoa, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Inheritance planning LGBTQIA
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Kelley F

Series 66

Asheville, NC

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy Wealth management Professional Athlete
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Sara K

Series 66

Black Mountain, NC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Passive / index investing Active portfolio management Newlywed/Engaged
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Kevin C

Series 63, Series 65

Asheville, NC

Merrill

Kevin Clark is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management in Asheville, North Carolina. Since joining the firm in 1995, he has specialized in building long-term relationships with clients to help them achieve their financial goals through customized investment strategies. Kevin serves as a Senior Portfolio Advisor, managing discretionary portfolios by selecting from a variety of Merrill model portfolios and third-party investment options. With over 28 years of experience, Kevin and his team provide services including investment portfolio management, wealth preservation and planning, retirement planning, cash management, mortgages, business lending, life insurance, banking, and credit cards. His client focus areas include liquidity management, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Kevin holds a Bachelor's Degree from UNC Asheville and the Personal Investment Advisor (PIA) designation. He supports local charities, is a member of Biltmore Church, and enjoys biking, hiking, swimming, traveling, and spending time with his family. Banking products and services are offered through Bank of America, N. A. Kevin holds NMLS ID 697741.

Wealth management General retirement planning Retirement income strategy Income planning
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Alaina N

CFP®, Series 66

Asheville, NC

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management LGBTQIA
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Averyl B

Series 66

Black Mountain, NC

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Educators, Teachers, and Academics Intergenerational Families
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