Investment Advisory Service in Charlotte, NC

Chris has over three decades of banking experience and joined TowneBank in 2021 as the Myers Park Branch Manager. In this role, Chris works with local, sma

Stephen is the market executive for Myers Park Financial Center and provides commercial business services to businesses, professional groups, real esta

Mike is a commercial banker who specializes in working with Commercial Real Estate businesses as well as Commercial and Industrial businesses. He strives

Alice Joyce has more than 20 years of experience in the banking industry. She is dedicated to helping individuals and business owners achieve their financi

Marty has over 35 years of industry experience and is responsible for indirect auto sales activity in the Charlotte area. He partners with all levels

Andrea joined TowneBank in 2017 and has over 17 years of banking industry experience. As a Commercial Banking Officer, Andrea offers funding solution

Salley is responsible for calling on high net worth individuals and providing high quality service. Salley takes great care with regards to her member

Melanie has been in the banking industry for over 20 years, beginning her career as a Branch Manager. As a Private Banking Officer, Melanie is responsible f

Jim joined TowneBank in 2020 and has more than 15 years of experience in the financial services industry. With 13 of those years in Treasury Services, J

Charles develops and manages a diversified commercial and private banking and loan portfolio. He has almost four decades of financial banking experience a

John is a commercial banker who assists companies throughout the greater Charlotte area with their lending and cash management needs. John has more than

Dana offers over half a decade worth of banking experience and is responsible for helping bankers identify merchant services needs and provide the be

Andy is a Commercial Banking Officer with a primary focus on commercial real estate lending. He has two decades of financial management experience and join

With over 35 years of financial industry experience, John offers an impressive repertoire with a personable touch. John specializes in commercial real esta

Warren joined TowneBank in 2013 and has over 35 years of financial industry experience. With his industry knowledge, Warren fosters and grows friendship-bas

With over 30 years of financial industry experience, including nearly two decades of commercial and corporate banking in the Charlotte market, Ted serves

Bobby joined TowneBank in 2018 and has over seven years of experience in the financial industry. As a commercial banking officer, his main responsibility is

With over 20 years of financial industry experience, Soumaya leads her team to develop, retain and grow long-term personal and business relationships with o

Will specializes in working with companies that are in the manufacturing, wholesale, professional services, and distribution sectors. He believes th

Josh uses his 18 years of financial industry know-how to provide a full range of commercial business services with a mission to serve others and enrich live

Ana creates an integrated approach to ensure her members' entire financial plan is coordinated to meet their objectives and expectations through TowneBank

As branch manager, Victoria leads her team to provide our members with exquisite, friendship-driven banking experiences. In addition, she supports sma

With more than 20 years of financial industry experience, Fiorella serves as a private banking officer. She provides personalized assistance and guidance f

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Welcome to Merrill Lynch in Charlotte, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan

Welcome to Merrill Lynch in CHARLOTTE, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finan