Foster Victor

Paul Foster is a CFP® with 22 years of experience in the financial services industry. He is currently with Foster Victor Wealth Advisors, where he has worked for 10 years, and previously held roles at Northwestern Mutual and Purshe Kaplan Sterling Investments. Foster is also a member of FV Family Services, LLC, a family office and outsourced CFO services firm. Foster Victor Wealth Advisors serves individual, high-net-worth, and institutional clients, providing financial planning, investment management, retirement plan consulting, and family office-type services. The firm employs a diversified investment approach using multiple asset classes and offers both discretionary and non-discretionary management.

Jackson Morrissey is a financial advisor at Foster Victor with a Series 65 credential and three years of industry experience. He previously worked at Match Grade Advisors and has been with Foster Victor since 2024. Foster Victor Wealth Advisors serves individual and high-net-worth clients as well as institutional clients, providing financial planning, investment management, retirement plan consulting, and outsourced family office-type services. The firm employs a balanced, diversified investment approach across multiple asset classes and uses both discretionary and non-discretionary management strategies.

Randall Baughman is a CFP® with 15 years of industry experience. He is currently with Foster Victor Wealth Advisors, LLC, where he has worked since 2016. Prior to that, he was with Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company from 2009 to 2016, and briefly with Purshe Kaplan Sterling Investments in 2016. Foster Victor Wealth Advisors serves individual, high-net-worth, and institutional clients, offering financial planning, investment management, retirement plan consulting, and outsourced family office-type services. The firm employs a balanced, diversified investment approach across multiple asset classes and integrates related services including insurance and real estate investments through affiliated entities.

Robert Coleman is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Foster Victor Wealth Advisors, where he has worked since 2016. Prior to joining Foster Victor, he held roles with Northwestern Mutual and its affiliated companies from 2011 to 2016. Foster Victor Wealth Advisors serves individual and high-net-worth clients as well as institutional entities, offering financial planning, investment management, retirement plan consulting, and outsourced family office services. The firm employs a diversified investment approach based on fundamental analysis and model portfolios across multiple asset classes.

Andrew Brown is a CFP® professional with six years of industry experience, currently serving as an advisor at Foster Victor. Prior to joining Foster Victor, he worked at Edward Jones from 2019 to 2022. Foster Victor Wealth Advisors serves individual, high-net-worth, and institutional clients, offering financial planning, investment management, retirement plan consulting, and outsourced family office services. The firm employs a diversified investment approach using multiple asset classes and various strategies, and it integrates advisory services with affiliated insurance and real estate activities.

James Gulledge is a financial advisor at Foster Victor with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Foster Victor Wealth Advisors serves individual, high-net-worth, and institutional clients, offering financial planning, investment management, retirement plan consulting, and outsourced family office services. The firm employs a balanced, diversified investment approach using multiple asset classes and various securities, and integrates insurance and real estate-related services through affiliated entities.

Grant Dowis is a financial advisor at Foster Victor Wealth Advisors with two years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Foster Victor Wealth Advisors serves individual, high-net-worth, and institutional clients, offering financial planning, investment management, retirement plan consulting, and outsourced family office services. The firm uses a diversified investment approach across multiple asset classes and provides ERISA fiduciary consulting for retirement plan sponsors.

Kendall King is a financial advisor at Foster Victor with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Prudential Insurance Company of America and PRUCO Securities. Outside of his advisory role, he is a partner in Mac3 Holdings, LLC, a family property management entity. Foster Victor Wealth Advisors serves individual, high-net-worth, and institutional clients, offering financial planning, investment management, retirement plan consulting, and family office-type services. The firm employs a diversified investment approach across multiple asset classes and integrates affiliated insurance and real estate activities into its service offerings.

Shawn Penland is a financial advisor at Foster Victor with one year of industry experience. He holds a Series 65 designation and previously worked at Blackwater Asset Management and Penland Automotive Group. Foster Victor Wealth Advisors serves individual, high-net-worth, and institutional clients by providing financial planning, investment management, retirement plan consulting, and family office-type services. The firm employs a balanced, diversified investment approach across multiple asset classes and integrates affiliated activities including insurance and real estate services.

Corrine Lowitz is a financial advisor at Foster Victor with five years of industry experience. She holds a Series 66 designation and has previously worked at Resolute Capital, Ameriprise Financial Services, and Raymond James Financial Services. Foster Victor Wealth Advisors serves individual and high-net-worth clients as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a balanced, diversified investment approach using multiple asset classes and offers financial planning, investment management, retirement plan consulting, and family office-type services.

Michael Hyer is a financial advisor at Foster Victor Wealth Advisors with eight years of industry experience. He holds a Series 65 designation and has been with Foster Victor since 2017. Outside of his advisory role, he occasionally works as a bike sales and mechanic associate at Carolina Triathlon. Foster Victor Wealth Advisors serves individual and high-net-worth clients as well as institutional clients, offering financial planning, investment management, and retirement plan consulting. The firm employs a balanced, diversified investment approach across multiple asset classes and integrates affiliated services including insurance and real estate investments.

Matthew Hart is a CFA® charterholder with 28 years of industry experience. He currently serves as a financial advisor at Foster Victor Wealth Advisors, LLC and previously worked at VALIC Financial Advisors, Inc. and Invesco Advisers, Inc. in various advisory roles. Foster Victor Wealth Advisors serves individual and high-net-worth clients, as well as institutional clients including pension plans, trusts, and corporations. The firm employs a balanced, diversified investment approach using fundamental analysis and model portfolios across multiple asset classes, offering services such as financial planning, investment management, retirement plan consulting, and outsourced family office-type solutions.

Katherine Sanders is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Foster Victor Wealth Advisors and has previously worked at Madison Avenue Securities and Phillip Allen, Inc. In addition to her advisory role, she serves as a notary public. Foster Victor Wealth Advisors serves individual, high-net-worth, and institutional clients, providing financial planning, investment management, retirement plan consulting, and family office-type services. The firm employs a diversified investment approach across multiple asset classes and offers both discretionary and non-discretionary management.

Erik Mizell is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Foster Victor Wealth Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments and Northwestern Mutual Investment Services. Foster Victor Wealth Advisors serves individual, high-net-worth, and institutional clients, offering financial planning, investment management, retirement plan consulting, and outsourced family office services. The firm employs a diversified investment approach using multiple asset classes and various security types, managing assets on both discretionary and non-discretionary bases.

Emily Nelson is a CFP® with the firm Foster Victor Wealth Advisors, where she has worked since 2024. She has prior experience at First Citizens Investor Services and First Citizens Bank, and she completed her education at Wofford College. Foster Victor Wealth Advisors serves individual and high-net-worth clients as well as institutional clients, offering financial planning, investment management, retirement plan consulting, and outsourced family office services. The firm uses a diversified investment approach across multiple asset classes and integrates affiliated activities such as insurance and real estate investment services.