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.
Get quick and accurate financial advice when you're buying, selling, refinancing, or building your dream home. As an experienced Charlotte mortgage loan officer, I have the knowledge and expertise to help you explore your financing options. Check out my website, or give me a call, (980) 253-2192 and we can go over what mortgage is going to work best for you. My goal is to assist you make the right choice for you and your family, and I am committed to providing you customer service that exceeds your expectation.
Our wealth management advisors in TIAA's Charlotte, NC office are available to help clients plan for lifelong income, save for retirement, and achieve financial goals. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. The Charlotte, NC office is a smaller satellite office, so please call today to schedule an appointment (877) 535-3910.
Our wealth management advisors in TIAA's Charlotte, NC office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (877) 535-3910.
As your personal Liberty Mutual Insurance licensed agent located in Charlotte, NC I am dedicated to helping you find the right coverage for your insurance needs. Whether you're looking for auto, homeowner's, or life insurance, Liberty Mutual Insurance is committed to providing you with customized insurance so you only pay for what you need. We have multiple A-rated carriers to choose from. I have helped many save hundreds on their personal needs, you could too!
As your personal Liberty Mutual Insurance licensed agent located in Charlotte, NC I am dedicated to helping you find the right coverage for your insurance needs. Whether you're looking for auto, homeowner's, or life insurance, Liberty Mutual Insurance is committed to providing you with customized insurance so you only pay for what you need. We have multiple A-rated carriers to choose from. I have helped many save hundreds on their personal needs, you could too!
As your personal Liberty Mutual Insurance licensed agent located in Charlotte, NC I am dedicated to helping you find the right coverage for your insurance needs. Whether you're looking for auto, homeowner's, or life insurance, Liberty Mutual Insurance is committed to providing you with customized insurance so you only pay for what you need. We have multiple A-rated carriers to choose from. I have helped many save hundreds on their personal needs, you could too!
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.
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."
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 to support the commercial lending needs of members in the Charlotte community to ensure that they have the resources they need to grow and develop their businesses.
He received his B.A. in Economics from the University of Virginia and his MBA from Indiana University Kelley School of Business. Bobby also has a Certificate in Business and Commercial Lending from the American Bankers Association.
Outside the office, Bobby gives back to his community by volunteering with Junior Achievement and the Salvation Army.
"I love working at TowneBank to help businesses and members reach their goals and provide them with an excellent experience no matter what their banking needs entail."
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!"
Andrea joined TowneBank in 2017 and has over 17 years of banking industry experience. As a Commercial Banking Officer, Andrea offers funding solutions, treasury management resources, and other business services designed to enhance the financial interests of your business.
She earned her Bachelor's degree in business administration from the University of North Carolina at Chapel Hill. Active in her community, Andrea is a member of the Dreamcatchers Society of Atrium Health and formerly served as Co-Chair of CREW Charlotte.
"Serving members every day is a privilege I take seriously and I welcome the opportunity to explore ways we can help you reach your goals."
Will specializes in working with companies that are in the manufacturing, wholesale, professional services, and distribution sectors. He believes that maximizing cash flow can be achieved by a custom strategy based on both loan and deposit products. Will has two decades of financial management experience and joined TowneBank in 2016.
He received a Bachelor of Science degree in Business Administration from Presbyterian College. Will actively volunteers in the community with the YMCA Summer Reading Program, Junior Achievement of Central Carolinas, and is a member of the Metrolina Business Council.
"Helping my members succeed gives me great joy and the drive to come to work every day!"
Charles develops and manages a diversified commercial and private banking and loan portfolio. He has almost four decades of financial banking experience and joined TowneBank in 2007.
Charles holds a BBA from the University of Miami.
"I love being part of and somewhat responsible for the success of my clients."
Warren joined TowneBank in 2013 and has over 35 years of financial industry experience. With his industry knowledge, Warren fosters and grows friendship-based connections with his members to help them reach their financial goals.
Warren received his bachelor's degree in business administration from the University of North Carolina.
Outside the office, he enjoys volunteering to coach local youth baseball and basketball teams.
"I love developing trust and long-lasting friendships with our members!"
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 lives.
He double-majored at the University of North Carolina at Chapel Hill in Journalism and Mass Communication and Management and Society. He also received his Master's Degree in Business Administration from Wake Forest University. Josh is a member of the Rotary Club of Charlotte South and volunteers with various youth sports teams in the area.
"I love learning how businesses change, grow, and adapt to the communities to which they serve!"
John is a commercial banker who assists companies throughout the greater Charlotte area with their lending and cash management needs. John has more than 2 decades of financial management experience and joined TowneBank in 2016. He received a BA in Economics from the University of North Carolina, and an MBA from the Babcock Graduate School of Management at Wake Forest University. He is also a Chartered Financial Analyst.
John actively volunteers in the community serving as President of the Charlotte Country Day Boosters Club, and with Room in the Inn, Loaves & Fishes and the Junior Achievement.
"As a native Charlottean I love serving the community and my members."
Mike is a commercial banker who specializes in working with Commercial Real Estate businesses as well as Commercial and Industrial businesses. He strives to help his members achieve operational excellence through a consultative approach. He is a graduate of Furman University and holds an MBA from the University of Dayton. He has more than 3 decades of banking industry experience and joined TowneBank in 2020.
Mike volunteers with Habitat for Humanity, Second Harvest Food Bank, and is a coach for the Therapeutic and Inclusive Recreation Services for Mecklenburg County baseball and football programs.
"I believe relationship banking is the key to a long and successful partnership."
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 of management at dealerships and within TowneBank to develop and maintain quality relationships with dealers. Marty helps to identify new opportunities for dealerships to achieve their goals and to advance their business.
He received his Bachelor's Degree from the University of Carolina Charlotte and received his Master's Degree from Belmont Abby College.
"I thoroughly enjoy working with dealership employees at all levels and feel fortunate to have built long lasting relationships with so many great people over the years."
At the Comparion office in Charlotte, trained local agents can help you find the coverage you need, and the discounts you deserve. Our Charlotte office is located in Ballantyne Corporate Park.
For more than 40 years our office has proudly served North Carolina and South Carolina.
**Causes close to our hearts**
Our representatives participate in a number of community activities including:
* Providing educational seminars to many local businesses and organizations to increase community understanding of insurance products.
* Hosting child identification and Bicycle safety events.
* Volunteering with local organizations through our Serve with Liberty program.
* Sponsoring various community events.
**Talk to a Comparion Agent Today**
Contact a sales representative today to learn more about which auto insurance, home insurance, and life insurance options are best for you and your family.
At the Comparion office in North Charlotte, trained local agents can help you find the right coverage and the discounts you deserve. We offer Auto, Home, Umbrella, Pet, Accident and Small Commercial Insurance, along with competitive fixed annuities all to meet your needs. Our office is located off W.T. Harris Blvd, Exit 18 off of I-77 across the Interstate from the North Lake Mall. The building is located in the Harris Corners office complex.
Our office proudly serves North and South Carolina, with a focus on the communities in Huntersville, Cornelius, Davidson, Concord, Kannapolis, the Greater Charlotte Region, and all of the Lake Norman surrounding areas.
**Causes close to our hearts**
Our representatives support and partner with a number of local causes and organizations to help contribute to our outstanding community. A few of them are:
* B.R.A.K.E.S. Teen Driver's Training
* Charlotte Mecklenburg Schools
* Kannapolis City Schools
* Crisis Assistance Ministry
* Ace & TJ's Grin Kids
* Many More
**Talk to a Comparion Agent Today**
Contact a sales representative today to learn more about which auto insurance, home insurance, and life insurance options are best for you and your family.
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 for bringing in and managing commercial deposits and treasury management needs.
Melanie earned her BS in Management and Marketing at the University of North Carolina at Greensboro. She currently serves on the Advisory Council for St. Jude and also enjoys volunteering through her church and the Humane Society of Charlotte. In 2014, Melanie was selected as a winner of Charlotte's 40 Under 40.
Melanie grew up in Charlotte and now resides in Matthews, NC. She enjoys running, snow skiing, and traveling in her spare time.
"I love that a business need is what brings the member and me together, but a friendship is always what develops."
With more than 20 years of financial industry experience, Fiorella serves as a private banking officer. She provides personalized assistance and guidance for banking services, including deposits, credit, and cash management. By carefully listening to her members' unique financial needs, Fiorella offers tailored solutions to help them achieve their short-term and long-term financial goals.
Fiorella earned her bachelor's degree in business administration from Queens University, and she is also a graduate of the BB&T Banking School at Wake Forest University.
"I'm passionate about helping my members achieve their immediate and long-term financial objectives."
Salley is responsible for calling on high net worth individuals and providing high quality service. Salley takes great care with regards to her members' checking accounts, investments, cash management, estates, retirement, consumer & commercial lending. While ensuring financial goals and objectives of the members are being met in their fiduciary relationships, Salley also assists with the marketing strategies for Private Banking regarding new business development and ensuring the bank's strategic intent. Salley brings with her 17 years of banking experience. She served Wells Fargo Bank for six years and spent eight years as a private banking officer at Centura Bank. She also managed a premier household portfolio providing a broad base of services, including deposit-based, credit, investment and fee-based products building long term relationships with new and existing clients, focusing on providing excellent customer service and expertise. Salley received a Bachelor of Arts degree in English from Randolph-Macon Woman's College in Lynchburg, Virginia, and currently resides in Charlotte, North Carolina.
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Call for a quote: 704-961-9110. I've represented Allstate for over 25 years and have worn many hats in the company. My tenure and experience have allowed me to not only understand customers, but also to service hundreds of families regarding their protection needs. I can help you protect the things that are important - your family, home, car, boat and more.
I'm proud to represent a company that's one of the biggest in the insurance industry. In fact, last year Allstate had a relationship with about one of every six American households and protected an estimated 17 million autos. A stable, reputable company that reaches out to millions of American households to meet their needs - that's my kind of company.
I'm committed to helping you keep your financial life on track. I can help you prepare a strategy to achieve your financial goals. From your child's education to your retirement.
I can assist you with financial products that can help you build your financial future.
Serving the insurance needs of Charlotte. Your Local GEICO agent could help you save on auto, motorcycle, homeowners, renters insurance, and more. Contact us today to start an insurance quote! Please call or email your local GEICO Office to learn more as office hours may vary.
Serving the insurance needs of Charlotte. Your Local GEICO agent could help you save on auto, motorcycle, homeowners, renters insurance, and more. Contact us today to start an insurance quote! Please call or email your local GEICO Office to learn more as office hours may vary.
Our mission is to become your first choice for all of your insurance needs by establishing a personal relationship with you & helping you understand the risks you face every day. We focus on Auto/Car Insurance, Homeowners Insurance, Renter's Insurance, Life Insurance, and Business/Commercial Insurance throughout Charlotte, NC including Harrisburg, Matthews and the surrounding cities. When unfortunate incidents occur, we pledge to be there to assist you through the good & the bad.
At Russ Levinton State Farm, we strive to provide Charlotte, NC and the surrounding Union and Mecklenburg County communities with reliable insurance coverage they can count on. We also assist our South Carolina neighbors. My team and I offer quality Auto Insurance, Homeowners Insurance, Condo Insurance, Renters Insurance, Business Insurance, Life Insurance, and Health Insurance. Stop into the office or give us a call for a free insurance quote!
