Ben is the market manager 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.

With over 35 years of financial industry experience, John offers an impressive repertoire with a personable touch. John specializes in commercial real estate lending and helps developers, investors, owners, and builders/developers of single family homes, townhomes, and residential subdivisions.

John received his Bachelor of Science degree in Finance from the University of South Carolina. He has held various board, leadership, and volunteer roles with United Way, Second Harvest Food Bank, Boy Scouts, Myers Park United Methodist Church, and SouthPark Lions Club. He holds memberships of the North Carolina Bankers Association, Charlotte Regional Business Alliance, Urban Land Institute of Charlotte, North Carolina Home Builders Association (NCHBA), and Home Builders Association of Greater Charlotte.

"It's amazing to see the impact TowneBank has on our members and on the communities that we serve!"

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."

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!"

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."

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.

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."

When a legal dispute impedes your business or disrupts your personal life, you want professional counsel to ease your stress, remove any obstacles and restore your peace of mind. Eric D. Levine has assisted Charlotte-area clients resolve cases and controversies for more than 25 years. Mr. Levine has the knowledge and experience to help you overcome difficulties in legal matters relating to: Family law, Landlord-tenant disputes, and General civil litigation. Eric D. Levine takes a pragmatic approach to solving legal problems. First, he thoroughly researches and analyzes the details of your unique case, then meticulously forms proposals for its resolution. If necessary, he then takes a very detail-oriented approach to prepare for trial. Engaged with you, invested in your success During this difficult period, you want a counselor who relates to what you're going through and is committed to providing the best possible outcome. Eric Levine has dedicated his entire career to clients like you -clients who didn't seek a legal battle, but now find their lives turned upside down by one. He's ready to listen to your concerns and formulate a strategy based upon your input. Mr. Levine will keep you apprised of your case's progress every step of the way by promptly returning phone calls and emails.

Building Your Success From The Foundation.
Whether you're just starting your business or engaging in a high-stakes business dispute, you need a team of people who can guide you through every step to protect your best interests. We've been doing those things and more for our clients for more than 25 years. We've seen, addressed and resolved numerous problems since we were founded, and we offer that level of knowledge, experience and professionalism to each and every person we serve.

We are a financial consulting company that focuses on financial solutions that can address asset base, account receivable, equipment leasing, line of credit and working capital for any size business. We provide lending options which traditional banks do not offer.

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.