Laurel Wealth Advisors, LLC

Jennifer Jones is a financial advisor at Laurel Wealth Advisors, LLC in Charlotte, NC, with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Laurel Wealth Advisors since 2007. Outside of her advisory role, she is a managing member of Single Shingle, LLC, a real estate holding company. Laurel Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary asset management along with financial planning. The firm employs a team of seven advisors and manages nearly $1 billion in client assets with tailored investment programs based on fundamental analysis and regular portfolio reviews.

Emma Powers is a financial advisor at Laurel Wealth Advisors, LLC in Charlotte, NC, holding Series 65 and Series 66 licenses with four years of industry experience. Her prior roles include positions at Ernst and Young, Bank of America Securities, Morgan Stanley, and Merrill Lynch. Laurel Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary and non-discretionary asset management along with financial planning. The firm manages nearly $1 billion in assets and employs a tailored investment approach that includes equities, fixed income, mutual funds, ETFs, and options strategies, with regular portfolio reviews and rebalancing.

Dustin Waide is a CFP® with 22 years of industry experience and has been with Laurel Wealth Advisors, LLC since 2010. He is based in Charlotte, NC, and holds a Series 65 license. Outside of his advisory role, he is a member of Mortimer Enterprises, a real estate ownership vehicle related to office space leased to his firm. Laurel Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary asset management along with financial planning. The firm manages nearly $1 billion in assets and employs a team of seven advisors to deliver tailored investment programs and ongoing portfolio monitoring.

John Waddill is a financial advisor at Laurel Wealth Advisors, LLC in Charlotte, NC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Park National Bank and Ridgetop Research LLC. Laurel Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary asset management and financial planning. The firm manages nearly $1 billion in client assets through a team of seven advisors, tailoring investment programs based on clients’ goals, time horizon, and risk tolerance.

Mark Thompson is a CFA® charterholder with over 21 years of industry experience. He has been with Laurel Wealth Advisors, LLC since 2008. Outside of his advisory role, he is a passive investor in companies involved in software and hardware development as well as ophthalmic treatment development. Laurel Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary asset management along with financial planning. The firm manages nearly $1 billion in assets and employs a team of seven advisors who tailor investment programs based on clients’ goals, time horizons, and risk tolerance.

Mary Zbinden is a financial advisor at Laurel Wealth Advisors, LLC in Charlotte, NC, holding Series 63 and Series 65 licenses with six years of industry experience. She previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Laurel Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, and business entities with discretionary and non-discretionary asset management and financial planning. The firm employs a tailored investment approach based on fundamental analysis and manages nearly $1 billion in client assets through a team of seven advisors.

William Sugg IV is a CFP® professional with 25 years of experience, currently serving at Laurel Wealth Advisors, LLC in Charlotte, NC. He has worked at APW Capital, Inc. for 14 years and has been with Laurel Wealth Advisors since 2007. Outside of advisory work, Sugg is involved in several investment ventures focused on real estate and early-stage electric vehicle and battery storage companies. Laurel Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary asset management alongside financial planning. The firm manages nearly $1 billion in client assets with a team of seven advisors, offering customized investment programs based on fundamental analysis and regular portfolio reviews.