Salem Investment Counselors Inc

Dale Brown is a financial advisor at Salem Investment Counselors Inc with 34 years of industry experience. He holds a Series 63 designation and has been with Salem Investment Counselors since 1988. Brown serves as an appointed Trustee for several trust accounts managed by the firm. Salem Investment Counselors provides portfolio management and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm focuses on equity-based portfolios with an emphasis on growth prospects and undervalued small- and mid-cap stocks, complemented by fixed-income and other investment vehicles.

Cooper Taylor is a CFA® charterholder with five years of experience at Salem Investment Counselors Inc. He previously worked at the University of Michigan Investment Office and spent three years with the National Football League. Salem Investment Counselors serves individuals, corporations, retirement plans, and charitable institutions, providing portfolio management and financial planning. The firm emphasizes equity-based portfolios with a focus on small- and mid-cap opportunities and uses a disciplined approach to risk management through fixed-income investments and complementary vehicles.

Andrew Kalman is a CFA® charterholder and Series 65 licensee with six years of industry experience. He is currently with Salem Investment Counselors Inc and previously worked at Cambridge Associates and Dimensional Fund Advisors. Salem Investment Counselors serves individuals, corporations, retirement plans, charitable institutions, foundations, and trusts, providing portfolio management and financial planning with approximately $3.8 billion in assets under management. The firm emphasizes equity-based portfolios with a focus on small- and mid-cap opportunities, complemented by fixed income and alternative investments, and maintains a compact team with institutional and private markets expertise.

James Edmundson is a CFA® charterholder with four years of industry experience. He has been with Salem Investment Counselors Inc since 2019 and previously worked at Wells Fargo/Abbot Downing from 2007 to 2019. Salem Investment Counselors provides portfolio management and financial planning services to individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts. The firm manages public market securities on a discretionary basis and offers advisory support for private investments, focusing on equity-based portfolios complemented by fixed-income and alternative vehicles.

George Keener is a financial advisor at Salem Investment Counselors Inc with Series 63 and Series 65 credentials and 1 year of industry experience. He has been with Salem Investment Counselors since 2002. Salem Investment Counselors provides portfolio management and financial planning services to individuals, corporations, retirement plans, charitable institutions, foundations, and trusts. The firm emphasizes equities as the foundation of most portfolios and incorporates both public and private investments, managing approximately $3.845 billion in assets as of December 31, 2024.

Joseph Mccaffrey is a CFA® charterholder with 11 years of experience at Salem Investment Counselors Inc in Winston Salem, NC. He has been with Salem Investment Counselors since 2015. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts, providing portfolio management and financial planning services. The firm manages public market securities on a discretionary basis and offers advisory support for private investments, with an investment approach focused on equities and risk-managed fixed income complemented by various investment vehicles.

David Rea is a financial advisor at Salem Investment Counselors Inc with 37 years of industry experience. He holds a Series 63 designation and has worked at Ultimus Fund Distributors, LLC since 2000, alongside his long tenure at Salem Investment Counselors beginning in 1982. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts by providing portfolio management and financial planning services. The firm primarily invests in equities with an emphasis on small- and mid-cap opportunities and complements portfolios with fixed income and alternative vehicles, managing approximately $3.845 billion in assets as of December 31, 2024.

Robert Beach is a financial advisor at Salem Investment Counselors Inc with 41 years of experience in the industry. He holds a Series 63 designation and has worked at Ultimus Fund Distributors, LLC since 2000. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts by providing portfolio management and financial planning services. The firm emphasizes equities as the foundation of most portfolios, focusing on growth prospects and undervaluation in small- and mid-cap stocks, while incorporating fixed-income securities to manage risk.

Jesse Goins is a financial advisor at Salem Investment Counselors Inc with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Salem Investment Counselors since 2007. Salem Investment Counselors provides portfolio management and financial planning services to individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts. The firm manages approximately $3.845 billion in assets, focusing on equity-based portfolios complemented by fixed income and alternative investments, and employs a disciplined approach without market timing.

Kristopher Abernethy is a financial advisor at Salem Investment Counselors Inc with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Avid Wealth Management, Old North State Trust, and operated his own advisory practice. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts, providing portfolio management and financial planning services. The firm manages approximately $3.845 billion in assets, focusing on equities as portfolio foundations and supplementing with fixed income and complementary investment vehicles.

Kenneth Jones is a financial advisor with Salem Investment Counselors Inc, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Ultimus Fund Distributors, LLC and Salem Investment Counselors since 2000. Salem Investment Counselors provides portfolio management and financial planning services to individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts. The firm manages public market securities on a discretionary basis and offers advisory support for private investments, focusing on equity-centered portfolios with an emphasis on growth prospects and risk-managed fixed income.

William Watson is a financial advisor at Salem Investment Counselors Inc with 34 years of industry experience. He has been with Salem Investment Counselors since 1982 and holds a Series 63 designation. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts, providing portfolio management and financial planning services. The firm focuses on equity-based portfolios complemented by fixed income and alternative investments, managing approximately $3.845 billion in assets as of December 31, 2024.

Matthew Simmons is a CFA® charterholder with Series 65 and Series 66 licenses and has eight years of industry experience. He is currently with Salem Investment Counselors Inc, where he has worked since 2022. Prior to that, he was with Truist Advisory Services and BB&T Asset Management. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts, offering portfolio management and financial planning services. The firm manages public market securities on a discretionary basis and provides advisory support for private investments on a non-discretionary basis, with an investment approach focused on equities and risk-managed fixed income.

Jeffrey Howard is a financial advisor at Salem Investment Counselors Inc with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Salem Investment Counselors since 1996 and Ultimus Fund Distributors, LLC since 2000. Salem Investment Counselors serves individuals, corporations, retirement and profit-sharing plans, charitable institutions, foundations, and trusts by providing portfolio management and financial planning services. The firm emphasizes equities as the foundation of most portfolios, focusing on growth prospects and undervalued opportunities, while managing risk with high-quality fixed income and complementary investment vehicles.