Advisors at this firm
Samuel C
CFP®, ChFC®, Series 63, Series 65
Matthews, NC
Telos Wealth Advisors
Samuel Crump is a CFP® and ChFC® with 14 years of experience in the financial services industry. He is currently with Telos Wealth Advisors and has previously worked at Apollon Wealth Management and Northwestern Mutual Investment Services. Outside of advising, he is involved in insurance sales and provides tax and accounting services through affiliated entities. Telos Wealth Management serves individuals, families, trusts, estates, businesses, non-profits, and retirement plans, managing approximately $58 million for about 75 clients. The firm’s investment approach focuses on fundamental analysis and diversified, low-cost mutual funds and ETFs, while maintaining flexibility to use other asset types based on client needs.
Mary D
PFS™
Matthews, NC
Telos Wealth Advisors
Mary Dovel is a financial advisor at Telos Wealth Advisors with a PFS™ designation. She has prior experience at firms including Opsahl Dawson & Company Advisors, Miller McNish & Breedlove PLLC, and PriceWaterhouseCoopers. Telos Wealth Management provides investment advisory and financial planning services to individuals, families, trusts, estates, businesses, non-profits, and retirement plans. The firm manages approximately $58 million for about 75 clients, emphasizing diversified, low-cost mutual funds and ETFs within a long-term investment approach that includes ongoing monitoring and portfolio rebalancing.
Daniel S
Series 66
Matthews, NC
Telos Wealth Advisors
Daniel Sheehan is a financial advisor at Telos Wealth Advisors in Charlotte, NC, holding a Series 66 designation with two years of industry experience. He previously worked at Apollon Wealth Management, LLC, and UBS Financial Services Inc. before joining Telos Wealth Management. Telos Wealth Management provides investment advisory and financial planning services to individuals, families, trusts, estates, businesses, non-profits, and retirement plans. The firm manages approximately $58 million for about 75 clients, employing a fundamental analysis-based investment process that emphasizes diversified, low-cost mutual funds and ETFs while allowing flexibility for other asset types.
