As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future.

At Savidge and Associates, 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 Raleigh, 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.

At Edgeworth Capital Group, 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 Cary, 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.

At Edgeworth Capital Group, 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 Cary, 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 all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. We take the time to understand you and your goals, understand 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 Inspired Capital, 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 Raleigh, 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 Cary, NC area, Phillip Harris 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 Raleigh, NC area, Paige Joyner 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 Raleigh, NC area, Michael Kaplan 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 Raleigh, NC area, J D Gidley 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 Raleigh, NC area, Alan Morgan 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.

Vita serves our members' total financial service needs and manages the retail sales and service-related functions of our Raleigh location. Over two decades in the financial industry have afforded her a sharp skillset for understanding and fostering the financial goals of her members. She leads by example and shares her experience with her team to provide members with the highest level of service with an emphasis on personal, lasting relationships.

In the community, she provides financial education as a facilitator at the Step Up Ministry. She is also a member of the Slavic Community in the Raleigh area.

"I'm passionate about providing exceptional service to the communities that TowneBank serves!"

Jessica joined TowneBank in 2018. She works with our members to provide card payment and processing solutions so they can receive payments online, in store or, on the go. Jessica's approach is high touch as she stays in constant communication with her members throughout the entire implementation process to ensure their business needs are fulfilled and, she continues to partner with her members to help bring new services to them as technology and consumer demands change.

Jessica earned her Bachelor's degree in Interpersonal and Public Communication from NC State University.

"I love working with our members to better understand their needs and to provide card payment and processing recommendations to make their lives easier!"

At Ipcit Wealth Management Group, 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 Raleigh, 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 Raleigh, NC area, Hannah McGrath 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 Raleigh, NC area, Travis Warren 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 Raleigh, NC area, Phil Nation 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.

With over three decades of financial industry expertise, Craig focuses on maintaining and growing relationships to foster business development and growth for his commercial members.

Craig received his BA in economics from The College of William and Mary and his MBA in finance from George Mason University. He is a board member for the Triangle chapter of the Association for Corporate Growth (ACG) and the Chapel Hill Kehillah Synagogue. Craig is also the Committee Chair of the Triangle chapter for the Exit Planning Exchange (XPX) and a member of the fundraising campaign for Haven House.

"I love the ability to work closely with business owners to help them succeed!"

Brittany Morgan joined the Towne family in 2018 as a Member Service Specialist at our Greenville, NC location. Through her ability to build strong relationships with our members, she was promoted to Branch Manager of the TowneBank location in the growing North Raleigh area. Brittany has experience in personal banking, including home equity lending, savings, and more. She also has extensive knowledge working with non-profit organizations to select the best banking services as well as helping property management firms find the most efficient way to manage funds and payments.

"I enjoy being able to provide exquisite service to our members --treat others the way you want to be treated; it really is that simple!"

Preston is responsible for providing high-quality commercial and private banking services to new and existing TowneBank members, as well as ensuring their financial goals and objectives are being met.

Preston began his career in 2003 at RBC Centura (now PNC Bank) as an account manager of personal and business banking. Preston boasts two decades of banking industry experience. Previously, he worked as a private banker with Wells Fargo. During his tenure with Wells Fargo, he earned several sales and service awards. He graduated from NC State University with a bachelor's degree in business management. Preston resides in Raleigh with his family.

"My favorite part of what I do is all about building new relationships and strengthening the existing ones."

Alvin joined TowneBank in 2019 and has more than 30 years of experience in the financial services industry, with a focus on treasury and cash management services. His priority has always been to help members maximize cash flow, improve visibility over their financial operations, and reduce internal costs through process improvement and leveraging technology.

Alvin is a graduate of the University of North Carolina at Chapel Hill and holds a B.S. in Business Administration. Alvin is also a graduate of the BAI Graduate School of Banking at Vanderbilt
University.

"Helping Raleigh businesses optimize their cashflow is what I do best!"

Sara has been in the banking industry for over five years, beginning her career as a Client Development Officer in the Raleigh area. She has a primary focus of serving the banking needs of law firms, title companies and large non-profit institutions, but enjoys working with other professional firms as well.

Prior to her banking career, Sara enjoyed a 30-year career in the title insurance industry, serving the legal communities in both North Carolina and Georgia. She uses that career experience to serve the banking needs of the legal and title insurance communities in a uniquely educated way. In addition, she also has a high level of experience with FDIC protected investment products through her work with large non-profits.

Sara works closely with her team to serve her members with a sense of urgency and professionalism. Outside of work, she dedicates her time to her husband and sons, as well as serving at Holy Name of Jesus Cathedral and supporting community organizations such as SAFEchild, The NC Bar Association, Wake County Real Property Lawyers, the NC Land Title Association, and the NC Association of Women Attorneys. A native of Atlanta, Georgia, Sara currently resides in Raleigh, North Carolina.

Brian Reid is the President of TowneBank Triangle. Brian is responsible for leading the TowneBank team in the Triangle market. An industry veteran with over 33 years of experience, Brian focuses on serving his fellow teammates, bank members, and the greater community he works and lives in.

A very active member of the community, Brian serves on a half dozen non-profit Boards in the Triangle: Raleigh Chamber of Commerce, WakeMed Foundation, YMCA of the Triangle, and North Carolina Football Club Youth. He has been recognized for his dedicated volunteerism with several awards, including Cary Citizen of The Year presented by the Cary Chamber of Commerce, The Cary Family YMCA "Decades of Service Award," and the Wake County Board of Commissioners' annual "Award for Volunteer Service."

Reid earned his MBA in finance from the Weatherhead School of Management at Case Western Reserve University and his Bachelor of Science degree in finance from Ohio State University.

Bryan joined TowneBank in 2019 and has over 30 years of banking industry experience. As a Commercial Banking Officer, he provides a consultative approach to identify the best loan packages to help his members meet both their personal and business financial goals.

He earned his BA in economics from the University of North Carolina at Chapel Hill. Active in the community, he serves as a volunteer for numerous clubs and organizations in the greater Triangle area. A Raleigh native, he resides in the city with his wife, Elizabeth, and their two children.

"Being available and easy to reach makes us feel good about what we do. We know we're helping people."

Scot is the market executive for the north Raleigh market where he leads a team of commercial and private bankers. With over 24 years of commercial real estate (CRE) and commercial and industrial (C&I) banking experience in North Carolina and Virginia, Scot is skilled in portfolio management, commercial lending, credit analysis, and cash flow management. He joined TowneBank in 2020.

Scot holds an MBA in Finance from Virginia Tech. He serves his community as a board member for the Boys and Girls Clubs of Wake County and the Wake Education Partnership.

"I love my job because I get the opportunity to help people on a daily basis. To help them achieve their personal and financial goals, to be successful, and to better understand our financial system."

With over 17 years of financial industry experience, Jeff offers strategic advice and resources to local Raleigh businesses to support their growth and to help them reduce risk. As a commercial banking officer, Jeff serves as a trusted advisor to businesses and business owners for financial services such as commercial loans, treasury management, deposit accounts, and more.

Jeff earned his Bachelor of Science degree from Virginia Commonwealth University in business management with a concentration in entrepreneurship.

Active in his community, he currently serves as a board member for the Carolina Small Business Fund. Jeff previously served as a board member for Make-A-Wish Greater Virginia, as former President of the Board of Directors for Capital Area Health Network, and as a former board member for Prevent Child Abuse VA.

"I love building relationships with entrepreneurs and providing financial solutions that add value to their companies."

With over 25 years of experience in the Triangle region of North Carolina, Kristin delivers strong financial partnerships to individuals and businesses within the community. As a Commercial Banking Officer and Certified Financial Planner, she focuses on C&I Companies and Commercial & Residential Real Estate.

Kristin is originally from Reidsville, North Carolina, and received her degree from the University of North Carolina at Chapel Hill. She is actively involved in the community with the First United Methodist Church of Cary, the Rotary Club of Cary, Wheels4Hope, and the Cary Chamber of Commerce. In 2022, the Triangle Business Journal recognized Kristin as a Women in Business Award winner based on her work in financial services and support in the community.

Mark joined TowneBank in 2012 and offers over 20 years of financial expertise. As a trusted financial advisor, he provides a straight-forward, consultative approach to guide his members through the development, implementation, and execution of their long-term financial goals.

He received his Bachelor's Degree in Finance from West Virginia University and his MBA from Gannon University. Mark has also taken various courses and trainings through the U.S. Government, Small Business Administration, and Sales and Marketing Executives International. He volunteers at various local charities, soup kitchens, and homeless shelters around the Triangle to help those in his community.

"I appreciate the lifelong friendships that I've formed with my members and thoroughly enjoy helping them achieve the success of their dreams!"

Bill provides over 30 years of financial expertise. His main focus is working with real estate investors to finance their properties and provide any banking services needs.

He received his BA in Economics and MBA from the University of North Carolina at Chapel Hill. Bill has previously held board positions with the Cary Chamber of Commerce, Cary YMCA, and the Leukemia and Lymphoma Society of North Carolina.

"I love what I do!"

Shellie has over two decades of financial industry experience. As branch manager, her primary focus is to be an advocate for both business and personal members to help them reach their financial goals and to create long-term relationships.

Her experience paired with coursework from the Virginia Bankers Association (Consumer Lending, Real Estate Lending, Creativity and Innovation) make her a pro at identifying member needs to pair them with the right financial solutions.

"I love working with members to provide exceptional and efficient service to help them succeed financially!"

With nearly two decades of financial industry experience, Brian serves as branch manager for our Downtown Cary location. As branch manager, Brian leads his team in providing exceptional financial solutions and services to both our personal and business members.

Brian received his bachelor's degree in finance from Miami University and his MBA from Xavier University. In his community, Brian has led financial literacy seminars for The Carying Place, volunteers as head coach for the Town of Cary's T-ball league, and serves as a member of the Cary Chamber of Commerce, including the chamber's Leadership Cary Program.

"I am dedicated to serving the members of our community by providing financial guidance and solutions that enable them to achieve their financial goals."

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 Raleigh, NC area, Brenda Dobrick 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 Raleigh, NC area, Ipcit H Shah 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 Raleigh, NC area, Judy Little 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 Raleigh, NC area, James M Richardson 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 Raleigh, NC area, Ben Graff 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 Six5 Financial Planning Group, 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 Cary, 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 Durham, NC area, Paul Terrey 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 Raleigh, NC area, Russell Emrath 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 Cary, NC area, Phillip Sielatycki 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 Life Wealth Planning Group, 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 Raleigh, 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 Raleigh, NC area, Dave Powell 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 Raleigh, NC area, Adam Whitesell 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 Raleigh, NC area, Todd Gronewald 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.

Success Coach, getting you to the next level! Thought Global Leader to find better solutions in any environment or industry. Schedule online for a FREE consultation.

Our wealth management advisors in TIAA's Durham, 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 (866) 904-7804.

Kati Sessoms has over 20 years of experience in the financial services industry. She began her career in banking after graduating from Eastern Illinois University and has previously worked as a branch manager, a director of deposit services, and as the senior director for treasury management and sales. Kati has advanced knowledge in fraud protection, electronic payments, and the most advanced methodologies to help businesses speed up their payments and receivables.

Active in her community, Kati is the head chair for the North Carolina Collaborative and is a member of the Raleigh Chamber of Commerce and Alpha Gamma Delta sorority.

"I enjoy working with our members to hear each individual story, so I can assist with building a true relationship that encompasses all their needs."

This is a local sales office for Principal Financial Group. Our financial professionals will work closely with you on a consultative needs-based approach to find solutions that will help you reach your financial goals.

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you - and partnering to provide continuous guidance and support through every stage of life.

When you work with a Janney Financial Advisor, it's about going beyond investing. It's about connecting your life and finances in a way that makes sense for you - and partnering to provide continuous guidance and support through every stage of life.