John R. Bellingham, CFP
President and Chief Investment Officer
Check the background of this investment professional on FINRA's BrokerCheck.

Phone: 336.524.9010            
Fax: 336.584.7080
Email: [email protected]

If you asked John what he planned for his future on his graduation night from High School, he would have told you he wanted to study Commercial Art.  His studying took an unexpected turn when John elected a course called introductory to economics while enrolled at Rutgers University and it ignited a new passion.  Economics and understanding the relationship... Click here to read more.

     

  Shannon M. Harris
SVP and Personal Wealth Manager
Check the background of this investment professional on FINRA's BrokerCheck.

Phone:
 336.524.9010            
Fax: 336.584.7080 
Email: [email protected]
     

  John (Dan) Hansell, CFP
Private Wealth Manager    
Check the background of this investment professional on FINRA's BrokerCheck.         

Phone: 336.524.9010
Fax: 336.584.7080
Email: [email protected]

Dan's youthful dream was a career in aviation but was placed on hold while gaining an education and entering the business world.  Although Dan's formal education was at Florida State University and the University of Massachusetts, serving in the armed forces and actively participating in team sports developed lifelong... Click here to read more.
     

  Jane Scott
Chief Operations Officer

Phone: 336.524.9010
Fax:  336.584.7080
Email: [email protected]

Being the youngest of 13 children and growing up on a farm, work ethics have always been important to Jane and were instilled... Click here to read more.

     

  Wanda T. Murray
Private Client Liaison and Special Events Planner

Phone: 336.524.9010
Fax: 336.584.7080
Email: [email protected]
     

  Tracy Bellingham
Administrative Assistant and Social Media Marketing

Phone: 336.524.9010
Fax: 336.584.7080
Email: [email protected]

At the young age of seven, Tracy was diagnosed with a rare form of Ganglioneuroma.  A four and one half pound cancerous tumor was growing on her spine and pressing against her heart, lungs and other vital organs.  Her parents... Click here to read more.

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