Advisors at this firm
Jessica S
Series 63, Series 65
Raleigh, NC
Triangle Wealth Management
Jessica Sherburne is a financial advisor at Triangle Wealth Management in Raleigh, NC, with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Hatteras Capital Distributors, LLC for eight years and operated JS Brand Consulting, LLC for one year. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm combines portfolio management with financial planning services and employs a consultative process using advanced analytical tools to create tailored, disciplined model portfolios.
Paul R
Series 65
Raleigh, NC
Triangle Wealth Management
Paul Reynolds is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding a Series 65 designation with 13 years of industry experience. He has been with Triangle Securities Wealth Management since 2012. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm provides portfolio management and financial planning services using a consultative process supported by advanced simulation technology and fundamental securities analysis.
Darren F
Series 65
Saranac, MI
Triangle Wealth Management
Darren Ford is a financial advisor at Triangle Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at AdvisorEngine and Abrigo. Outside of his advisory role, he creates educational content for CFA candidates through AnalystPrep. Triangle Wealth Management serves individual clients, corporate pension plans, charitable institutions, and other entities, offering portfolio management and comprehensive financial planning. The firm employs a consultative process using advanced analytical tools and fundamental securities analysis to create tailored investment portfolios.
Paul R
Series 63, Series 65
Raleigh, NC
Triangle Wealth Management
Paul Reynolds is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 designations with 45 years of industry experience. He has been with Triangle Securities, LLC since 2000. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm provides portfolio management and financial planning services, employing a consultative process and fundamental securities analysis to develop tailored model portfolios.
Michelle P
Series 63, Series 65
Raleigh, NC
Triangle Wealth Management
Michelle Petruolo is a financial advisor with Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Triangle Securities since 2003. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm provides portfolio management and comprehensive financial planning services using a consultative process and fundamental securities analysis, managing approximately $1.2 billion in discretionary assets.
Joseph P
Series 63, Series 65
Raleigh, NC
Triangle Wealth Management
Joseph Parker is a financial advisor at Triangle Wealth Management in Raleigh, NC, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Triangle Wealth Management since 2000. Triangle Wealth Management serves individual clients, corporate plans, charitable institutions, and corporations, providing portfolio management and financial planning services. The firm uses a consultative process supported by advanced analytical tools to develop tailored portfolios primarily based on fundamental securities analysis.
Dorothy M
Series 63, Series 65
Raleigh, NC
Triangle Wealth Management
Dorothy Moravec is a financial advisor at Triangle Wealth Management in Raleigh, NC, holding Series 63 and Series 65 designations with 22 years of industry experience. She has worked at Triangle Securities, LLC since 2000. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, and various institutions, offering portfolio management and comprehensive financial planning. The firm employs a consultative, educational process using advanced analytical tools to develop tailored portfolios, focusing on fundamental securities analysis and ongoing account monitoring.
Scott L
CFA®, Series 63, Series 65
Raleigh, NC
Triangle Wealth Management
Scott Loyek is a CFA® charterholder with 19 years of industry experience, currently serving at Triangle Wealth Management in Raleigh, NC. He has been with Triangle Securities, LLC since 2006. Triangle Wealth Management serves individual clients, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. The firm offers portfolio management and comprehensive financial planning services, using a consultative process and fundamental securities analysis to develop tailored investment strategies.
Kathleen B
CFP®, Series 63, Series 65
Raleigh, NC
Triangle Wealth Management
Kathleen Burkett is a CFP® with 33 years of industry experience and has been with Triangle Securities since 2005. She holds Series 63 and Series 65 licenses and is based in Raleigh, NC. Triangle Wealth Management serves individual clients, including high-net-worth individuals, as well as corporate pension plans, charitable institutions, and trusts. The firm offers portfolio management and financial planning services through a consultative process that uses advanced analytical tools and focuses on fundamental securities analysis.
