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.



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Chris Key, CEO

Smithfield Office

Amy Adams

Smithfield & Benson Office

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Steve Grant

Greenville Office


Michael Delia

Greenville, New Bern, & Raleigh Office

Vickie Jones

Greenville Office

Daniel Arney

Holly Springs Office

Bill Allen

Oxford Office

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The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states : AL, CA, CO, FL, GA, ID, IL, MI, MN, MO, NE, NC, NJ, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA


Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor.



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