Modern Capital Advisors, LLC

Thomas Smith is a financial advisor at Modern Capital Advisors, LLC with 32 years of industry experience. He holds a Series 63 designation and has previously worked at Liberty Partners Financial Services, LLC and Investors Capital Corporation. Outside of his advisory role, he owns businesses involved in buying and selling metal coins, gems, and antique glass. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with a mix of passive index funds and actively managed strategies to build globally diversified portfolios.

Dean Wells is a financial advisor at Modern Capital Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC since 2011. Outside of his advisory work, he has engaged in selling Medicare supplement and Medicare Advantage plans. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach, combining passive index funds and ETFs with actively managed funds or third-party managers to build globally diversified portfolios.

Adam Seidman is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, with two years of industry experience. He holds the Series 66 designation and has worked at Modern Capital Securities, Inc. and MassMutual Life Insurance Co. He is also involved with MMC Financial, where he provides investment and insurance services. Modern Capital Advisors offers financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach, combining passive index funds with actively managed strategies to build globally diversified portfolios.

Kyle Van Oort is a financial advisor with Modern Capital Advisors, LLC, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. His prior work includes roles at Liberty Partners Financial Services, LLC and Packerland Brokerage Services. Outside of financial advising, he is also involved in real estate sales as a licensed REALTOR. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies through custodial platforms.

Matthew Eppich is a financial advisor at Modern Capital Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at Liberty Partners Capital Management, LLC and Liberty Partners Financial Services, LLC since 2017, with prior experience at Morgan Stanley from 2016 to 2017. Outside of his advisory role, he serves as president of Silverstone Tax & Wealth Management, a firm providing tax preparation and support for investment advisory and registered representative services. Modern Capital Advisors offers financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a strategic asset allocation approach combining passive index funds and ETFs with actively managed funds or third-party managers, and provides discretionary and non-discretionary asset management along with referrals to third-party money managers and TAMP platforms.

Thomas Mcguire is a financial advisor at Modern Capital Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Modern Capital Advisors and Liberty Partners Financial Services since 2011. Outside of his advisory work, he has a part ownership interest in a t-shirt business, Southern Q-Teez, and is involved in ice vending operations. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies through custodial platforms.

Ronie Drori is a CFP® professional with 35 years of industry experience. He has been with Modern Capital Advisors, LLC since 2020 and has also worked at Modern Capital Securities, Inc. since 2004. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies through custodial platforms.

David Turlington is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, with four years of industry experience. He holds a Series 66 designation and has worked at Modern Capital Securities, Inc., MML Investors Services LLC, and MassMutual Life Insurance Co. Since August 2024, he has also been engaged in outside insurance sales as a broker specializing in life and fixed annuities. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with a focus on globally diversified portfolios and offers Strategic Portfolio Management strategies through custodial platforms.

Nicholas Drew is a financial advisor at Modern Capital Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Modern Capital Advisors since 2012. Outside of his advisory role, he is co-owner of Retro DJ To Go, LLC, a disc jockey service, and serves as Attorney-In-Fact for the Lakes At Cypress Hill Home Owners Association, handling accounting duties. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with diversified portfolios and offers Strategic Portfolio Management strategies through various custodial platforms.

Matthew Drummond is a financial advisor with Modern Capital Advisors, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at AXA Advisors and AXA Distributors. He also serves as National Sales Director for PCS Retirement, focusing on expanding the use of retirement plan record-keeping tools among financial advisors. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies through various custodial platforms.

Ronald Nalven is a CFP® with 40 years of industry experience, currently serving at Modern Capital Advisors, LLC. His prior roles include positions at Liberty Partners Financial Services, LLC and Investors Capital Corporation. Outside of finance, he is involved in the music industry as a band leader and drummer with Wishing Star Entertainment Group, LLC. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm employs a strategic asset allocation approach combining passive index funds with actively managed satellite allocations and offers model portfolio strategies through custodial platforms.

Daniel Shanahan is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at MassMutual Financial Group and Modern Capital Securities, Inc. Outside of his advisory role, Shanahan serves as a General Agent for Ohio National Insurance, focusing on recruiting and offering life and disability insurance products. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporations. The firm employs a strategic asset allocation approach using core passive investments combined with active satellite allocations and offers discretionary and non-discretionary management through various platforms.

Yupeng Fu is a financial advisor at Modern Capital Advisors, LLC in Raleigh, NC, holding the CFP® and ChFC® designations with 12 years of industry experience. He has worked with Liberty Partners Financial Services, LLC and Liberty Partners Capital Management, LLC since 2014. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies through custodial platforms.

Geoffrey Mclawhorn is a financial advisor with Modern Capital Advisors, LLC, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Mass Mutual Investors Services and Northwestern Mutual, with current affiliations at Modern Capital Securities and Modern Capital Advisors. Outside of financial advising, he owns Saltwater Insurance Services, a property and casualty insurance firm, and is involved in trading collectible Pokémon and sports cards. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies that utilize model portfolios and third-party managers.

Michael Gorman is a financial advisor at Modern Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Liberty Partners Financial Services, LLC since 2015 in addition to his role at Modern Capital Advisors since 2014. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies using model portfolios or third-party strategists.