Greenville, NC Team

LPL Financial Advisor

Michael Delia, AAMS

Everyone’s economic and life situation is unique, and I keep that in mind when providing financial advice. I believe that personalized service is essential when matching clients with the right financial products and services. As a LPL Financial Advisor, I am dedicated to learning about your personal goals. Together we will use them to build a financial plan focused on your specific needs.

I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial plan must reflect your personal or business situation, and I'll work to highlight the financial products that best fit your goals. Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have, contact me today.

LPL Financial Manager

Steve Grant, AAMS

A few facts you should know: I am a family man with a wonderful wife and 4 awesome children. I’ve been truly blessed in that arena and I make a conscious effort to thank God for them all every single day!

I'm passionate about understanding what you are trying to accomplish in your financial life and tailoring your investment strategy to try to give the highest probability of success in achieving those goals. Goals are essentially dreams with deadlines. My job is to distill them down to raw numbers and implement specific, actionable, and measurable strategies to move you confidently in the direction of your dreams.

I'm also passionate about freedom. It's been said that freedom is the oxygen of the soul. I strongly believe that while money cannot buy happiness, when combined with a life of hard work, responsibility, frugality, savings, and careful management, it can ultimately buy freedom.

If this approach resonates with you, I extend an open invitation to come in for a cup of coffee and a second opinion on your current investment strategy. I'll ask you to briefly outline your goals and what you want your investment portfolio to do for you. We'll then review it together. If we find it is well aligned with your long-term goals you can proceed on your way with confidence from a second opinion. If not, in plain English I'll explain why and if you want, recommend some alternatives.

Either way, I'll buy the coffee!

LPL Financial Advisor

Vickie Jones

After completing a fulfilling 30 year career in sales and general management in radio and TV in Eastern North Carolina, Vickie Jones discovered she wasn’t finished.  Following her personal experience with her investment advisor, she  had a strong desire to help others the same way she was helped. 

Vickie believes every person deserves the opportunity to have a comfortable and satisfying retirement.  She has a strong passion to help all people, and women particularly. There is no better way to do that than to help them work toward a financial plan aimed at lasting them all the days of their life. Vickie understands the value of intense listening, clear communication and fluid collaboration.  Just as each person’s life situation is unique, she focuses her attention to develop a financial plan tailored specifically for each client. That is the commitment to service Vickie makes every day. If you ever have any questions about your plan or about specific financial products, or simply want a second opinion, contact Vickie.  

When Vickie is not in the office she is usually enjoying the company of her husband, Mike, and their two rescue dogs, Bear & Chewbacca. (Although they are 137 lbs. and 110 lbs. respectively, they still believe they are lap dogs!)