Wealthshield Partners, LLC

Kenneth Bollinger is a CFP® with 30 years of industry experience, currently serving at Wealthshield Partners, LLC. His prior roles include positions at Niagara International Capital Limited, Emerald Investment Partners, Principal Financial Company, and Raymond James & Associates. Outside of his advisory work, he is involved as a health care benefits insurance agent with Triangle Insurance & Benefits Insurance Agency. WealthShield Partners provides discretionary and non-discretionary asset management, financial planning, and pension consulting to individuals, trusts, pension plans, corporations, and other advisers. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance and manages approximately $1.08 billion in discretionary assets across a multi-office network of advisors.

Michael Helms is a CFP® and PFS™ with 22 years of industry experience. He has been with WealthShield Partners, LLC since 2017 and previously worked at Evergreen Financial Services, Inc. from 2014 to 2017. Helms is also a CPA and provides tax services in addition to his advisory work. WealthShield Partners offers discretionary and non-discretionary asset management, financial planning, and pension consulting to individuals, trusts, pension plans, corporations, and other advisers. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, managing over $1 billion in assets across a multi-office network of 13 advisors.

Kayla King is a financial advisor at WealthShield Partners, LLC, holding a Series 65 designation with one year of industry experience. She has worked at Madison Oaks Wealth Partners since 2018 and previously at Melissa Rollman. WealthShield Partners provides discretionary and non-discretionary asset management, financial planning, and pension consulting to individuals, trusts, pension plans, corporations, and other advisers, managing approximately $1.08 billion in discretionary assets across a multi-office network of 13 advisors. The firm employs a variety of investment methods tailored to client objectives and risk tolerance and offers both ongoing management and one-time consulting services.

Philip Cawley is a financial advisor at WealthShield Partners, LLC in Portland, ME, holding Series 63 and Series 65 licenses with 32 years of industry experience. Prior to joining WealthShield Partners in 2021, he worked at Kovack Securities, Inc. and Harborview Advisors, LLC from 2014 to 2021. WealthShield Partners provides discretionary and non-discretionary asset management, financial planning, and pension consulting to individual clients, trusts, pension plans, corporations, and other advisers. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, managing approximately $1.08 billion in discretionary assets across a multi-office network of 13 advisors.

Robert Leggett is a CFP® and CFA® with 26 years of experience in the financial services industry. He is currently with WealthShield Partners, LLC, where he has worked since 2015. His prior experience includes roles at Purshe Kaplan Sterling Investments and Compass Securities Corporation. WealthShield Partners provides discretionary and non-discretionary asset management, financial planning, and pension consulting to individuals, trusts, pension plans, corporations, and other advisers. The firm manages over $1 billion in discretionary assets and employs a variety of investment approaches tailored to client objectives and risk tolerance.

John Maher is a financial advisor at WealthShield Partners, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ironclad Asset Management, Hawks Acquisition Corp, and Wilmington Trust. WealthShield Partners provides discretionary and non-discretionary asset management, financial planning, and pension consulting to individuals, trusts, pension plans, corporations, and other advisers. The firm employs a range of investment strategies tailored to client objectives and risk tolerance and manages approximately $1.08 billion in discretionary assets across a multi-office network.

Mark Bare is a CFP® with 18 years of industry experience, currently serving at WealthShield Partners, LLC since 2017. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He is also associated with Golden Pine Advisory, LLC. WealthShield Partners provides discretionary and non-discretionary asset management, financial planning, and pension consulting services to individuals, trusts, pension plans, corporations, and other advisers. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance and manages approximately $1.08 billion in discretionary assets across a multi-office network of 13 advisors.

Victoria Araj is a CFP® professional with eight years of industry experience, currently serving as an advisor at Wealthshield Partners, LLC since 2018. Prior to joining Wealthshield Partners, she worked at Envestnet from 2015 to 2018. Wealthshield Partners provides discretionary and non-discretionary asset management, financial planning, and pension consulting to a diverse client base including individuals, trusts, pension plans, and corporations. The firm employs a range of investment strategies and offers both ongoing asset management and periodic consulting services.

William Todd is a financial advisor at WealthShield Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Harborview Advisors, LLC and Kovack Securities, Inc. Outside of his advisory role, Todd is a partner in CERTINE, LLC, a company involved in flatware research and distribution. WealthShield Partners provides asset management, financial planning, and pension consulting services to individuals, trusts, pension plans, corporations, and other advisers. The firm employs a variety of investment approaches tailored to client objectives and risk tolerance and manages approximately $1.08 billion in discretionary assets across a multi-office network.

Norman Levesque is a financial advisor with Wealthshield Partners, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at Harborview Advisors, LLC for seven years before joining Wealthshield Partners in 2021. Wealthshield Partners provides discretionary and non-discretionary asset management, financial planning, and pension consulting to individuals, trusts, pension plans, corporations, and other advisers. The firm employs a range of investment strategies tailored to client objectives and risk tolerance and manages approximately $1.08 billion in discretionary assets across a network of 13 advisors.

Scott Lord is a CFP® professional with 31 years of experience in the financial services industry. He is currently with WealthShield Partners, LLC and has previously worked at Kingswood Capital Partners, LLC, Niagara International Capital Limited, and Principal Financial Group. WealthShield Partners provides discretionary and non-discretionary asset management, financial planning, and pension consulting to a diverse client base including high-net-worth individuals, trusts, pension plans, and corporations. The firm employs a variety of investment strategies and offers both ongoing management and consulting services through a multi-office network of advisors.

Stuart Gay is a financial advisor with WealthShield Partners, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Chalice Capital Partners, MML Investors Services, and MassMutual Life Insurance Company. Outside of financial advising, he is involved in several business ventures including ownership interests in a farming operation, a construction and home remodeling company, and a residential and commercial cleaning service. WealthShield Partners provides asset management, financial planning, and pension consulting services to individuals, trusts, pension plans, corporations, and other advisers. The firm employs a variety of investment approaches tailored to client objectives and risk tolerance, managing over $1 billion in discretionary assets across a multi-office network.

Harry Krigman is a financial advisor with WealthShield Partners, LLC in Portland, ME, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His prior roles include positions at Kovack Securities, Inc. and Harborview Advisors, LLC. Outside of advising, he manages multiple real estate LLCs focused on property management. WealthShield Partners provides discretionary and non-discretionary asset management, financial planning, and pension consulting to individuals, trusts, pension plans, corporations, and other advisers. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, managing approximately $1.08 billion in discretionary assets across a multi-office network of 13 advisors.

Jessica Alpers is a financial advisor at WealthShield Partners, LLC with five years of industry experience. She holds a Series 65 designation and has worked previously at The Atlantic Group, LLC and Goldman Sachs Personal Financial Management. WealthShield Partners provides discretionary and non-discretionary asset management, financial planning, and pension consulting to individual clients, trusts, pension plans, corporations, and other advisers. The firm employs a range of investment strategies tailored to client objectives and risk tolerance and manages approximately $1.08 billion in discretionary assets through a multi-office network of 13 advisors.

Sean Hussey is a financial advisor at WealthShield Partners, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Kovack Securities, Inc. and Harborview Advisors, LLC. WealthShield Partners provides discretionary and non-discretionary asset management, financial planning, and pension consulting to a diverse client base including high-net-worth individuals, trusts, pension plans, corporations, and other advisers. The firm employs a range of investment methods and offers both ongoing asset management and periodic consulting services across a multi-office network of 13 advisors.