OUR ADVISORS

ACERA WEALTH MANAGEMENT

We are proud to have advisors across central and eastern North Carolina who serve clients in 32 states. Each advisor holds themselves to a fiduciary standard, which means what is best for the client will always come first.  We also believe that investing assets is a small portion of what an advisor should do for their clients, and we strive to develop a complete financial plan for you, your family, and your business.   With over 75 years of combined experience, we are here to serve you.    Contact one of our advisors to set an appointment today.

 

OUR TEAM

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Chris Key, CEO

Smithfield Office
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Amy Adams

Smithfield & Benson Office

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Steve Grant

Greenville Office

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Michael Delia

Greenville, New Bern, & Raleigh Office

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Vickie Jones

Greenville Office

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Daniel Arney

Holly Springs Office

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Bill Allen

Oxford Office

Need more details? Contact us

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