Acting as a partner in your corner, our advisors build a strategy with your values, priorities and beliefs at the center-backed by the power of Goldman Sachs.

Acting as a partner in your corner, our advisors build a strategy with your values, priorities and beliefs at the center-backed by the power of Goldman Sachs.

Gallagher is a global leader in insurance, risk management and consulting services. For over 90 years, we've been providing solutions by putting the needs of our clients first through The Gallagher Way.

At Noble Rock Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Charlotte, NC area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Hobart Wealth provides financial strategies to individuals, families and business owners in and around Charlotte, NC. The advisory firm provides a full range of services, including financial, retirement, investment, tax, health care and estate planning.

Hobart Wealth's mission is to help clients achieve a financially secure future. The team is dedicated to providing personalized service with uncompromising integrity. Each client receives a customized financial plan, addressing their unique goals and
circumstances.

At Hobart Wealth, we believe that a holistic plan is a foundation for a solid retirement. We developed a comprehensive financial blueprint process that covers every aspect of your financial life

McGriff Insurance Services partners with the very best insurance companies in the world to provide highly consultative risk management services and nearly all types of coverage - including personal, small business, corporate, employee benefits, and life and health.

Our experienced insurance and risk management professionals develop highly tailored services and deliver them based on a proprietary and proactive approach we call Client Focused Risk Solutions.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlotte, NC area, William W Hadley will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlotte, NC area, James Newman will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlotte, NC area, Dory Hux will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlotte, NC area, Rich Keelty will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

At Cordian Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Charlotte, NC area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlotte, NC area, Mark Davey will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlotte, NC area, Geoffrey Roberts will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlotte, NC area, Meghanne Svatos will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlotte, NC area, Bryan R Bobo will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Charlotte, NC area, Jim Rice will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

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, Jim works closely with his clients in the Charlotte, NC area to help them achieve their financial goals by delivering insight and sharing industry-wide best practices. Businesses that fully leverage Treasury Services achieve best-in-class results by creating efficiencies, reducing internal costs, maximizing their liquidity, and mitigating risk.

Jim is a graduate of Miami University with a BA in Diplomacy & Foreign Affairs.

"I lead with integrity and will always put my members first!"

With over 30 years of financial industry experience, including nearly two decades of commercial and corporate banking in the Charlotte market, Ted serves as president for our Charlotte region. As president, he leads his team of commercial, private, and retail bankers to ensure an extraordinary experience for our members in the Queen City.

Ted is a graduate of Davidson College, as well as the North Carolina School of Banking in Chapel Hill. Over the course of his career, he has been active in his community, volunteering and serving on the board of directors for a number of organizations, including Junior Achievement, the Salvation Army, and the Salvation Army Boys & Girls Clubs. He is also active with his church as a volunteer coach for youth basketball.

"I love to see my fellow TowneBank family and our members grow and succeed, both personally and professionally!"

Dana offers over half a decade worth of banking experience and is responsible for helping bankers identify merchant services needs and provide the best possible solutions. She is proficient in the latest technologies for card processing systems and use of various merchant products. Dana earned her Bachelors of Science degree in Sociology from East Carolina University.

A dedicated Charlotte native, Dana actively volunteers with a local preschool, Junior Achievement and Operation Christmas Child.

"I enjoy making connections and building relationships when assisting local businesses. I take pride in doing what's right for our members."

Ben is the market executive for the Ballantyne Financial Center and maintains a portfolio of commercial members with varying credit and deposit needs. He also leads a team of commercial loan officers and private bankers. Ben has almost 2 decades of financial management experience and joined TowneBank in 2020.

Ben holds a Bachelor of Arts in Finance/Management from the Gatton School of Economics at the University of Kentucky. He is also a graduate of the BB&T Banking School at Wake Forest University. He serves as a board member for the Charlotte Community ToolBank and the Ballantyne Rotary Club.

"There is so much that I love about my job! I get to work with business owners that create jobs and wealth for working-class people. I get to help my team learn and grow both professionally and personally. I get to provide solutions to my members for a variety of needs for them and their companies and I get to represent TowneBank in the community. I am a part of a growing, diverse company that has a great future that I get to be a part of."

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

Welcome to First Bank Huntersville, NC!

We are the community bank for Huntersville, NC and are conveniently located in Huntersville off of Gilead Road. Here you'll find straightforward advice from our local financial experts and sophisticated financial products to keep your accounts on the right track. We offer personal banking, business banking, digital and mobile banking, mortgage loans, insurance options, and wealth management services.

At First Bank, we offer the same services as the big banks, but with personalized service from bankers who know your name and live in your neighborhood of Huntersville, NC. Member of FDIC. Equal Housing Lender.