Advisors at this firm
John H
Series 63, Series 65
Concord, NC
WMC Capital Management, LLC
John Harris is a financial advisor at WMC Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Brookstone Capital Management and Wealth Management of the Carolinas, where he serves as president of a separate insurance business focused on fixed insurance products. WMC Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, utilizing primarily passive investment strategies with an emphasis on asset allocation and periodic rebalancing. The firm also offers educational seminars on personal finance and manages accounts according to individualized investment policy statements.
Luann B
Series 63, Series 65
Concord, NC
WMC Capital Management, LLC
Luann Barnes is a financial advisor at WMC Capital Management, LLC with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Brookstone Capital Management and Beatty Financial Group. Outside of her advisory role, she is involved with Mount Moriah Lutheran Church, where she is authorized to submit trade instructions for the church’s brokerage account. WMC Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, corporations, and charitable organizations. The firm primarily uses passive investment strategies focused on asset allocation and periodic rebalancing, complemented by fundamental and technical analysis.
