CONSULTANTS
Our client service begins with our talented
and experienced consultants. They are ultimately responsible for
all aspects of the client experience.
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| 5605
Carnegie Blvd
Suite 400
Charlotte, NC 28209
704-643-2455 - Charlotte
1-800-255-2904 - Toll free
704-643-2470 - Fax
gedmiston@carolinasinvest.com |
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George H. Edmiston, Jr. has more than 25 years
of experience in the investment consulting industry. After
spending 10 years with E.F. Hutton, George joined Wheat
(now First Union Securities) in 1990. In 2001 he formed
an independent broker dealer and investment advisory firm,
Carolinas Investment Consulting LLC, which is now a team
of nineteen dedicated to investment consulting.
Mr. Edmiston completed the certification
program of the Investment Management Consultants Association
(IMCA) at the Wharton School of Business, University of
Pennsylvania, and is designated a Certified Investment Management
Analyst by IMCA. He is a graduate of Virginia Polytechnic
Institute and State University with a BS degree in Finance.
His previous work experience was with Armstrong World Industries.
George's
local affiliations include the YMCA of Greater Charlotte
(Board Member), Chamber of Commerce Advisory Board, Rotary
(Past President), Rotary Charitable Foundation (Current
Treasurer), Charlotte Historic Rosedale (Past President)
and the North Carolina Family Policy Council (Board Member).
George grew up in Virginia, but has resided in Charlotte,
North Carolina for fifteen years. He is married to Randi
and they have three children.
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| 5605
Carnegie Blvd
Suite 400
Charlotte, NC 28209
704-643-2468 - Charlotte
1-800-255-2904 - Toll free
704-643-2470 - Fax
dperkins@carolinasinvest.com |
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Dave joined us in the fall of 2004,
bringing with him 25 years of experience in the areas of
estate and financial planning, investment consulting, tax
and legal matters. He is an attorney, Certified Public Accountant
and Certified Financial Planner. He led the Personal Financial
Services team at KPMG Peat Marwick in Charlotte, and later
served as Director of Financial & Estate Planning at IJL/Wachovia.
Throughout his career he has specialized in providing consulting
services to executives, business owners and other affluent
individuals and families.
Dave hails from Connecticut originally.
He received his undergraduate degree from Lafayette College
in Pennsylvania, and he attended Albany Law School of Union
University in Albany, NY. He moved to Charlotte in 1991
when he joined the KPMG Peat Marwick firm. He and his wife,
Robin, have two daughters, Emily and Perry.
Dave serves on the Board of Directors
of the United Way Legacy Foundation and on the Leave a Legacy
Steering Committee, an affiliate of the Foundation for the
Carolinas. He is the Finance Chairman for the Board of Advisors
of Florence Crittenton Services in Charlotte. |
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| 5605
Carnegie Blvd
Suite 400
Charlotte, NC 28209
704-643-2463 - Charlotte
1-800-255-2904 - Toll free
704-643-2470 - Fax
cgrogan@carolinasinvest.com |
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Chris began working with the firm
at the beginning of 1999. He joined our firm after working
for Bank of America in their corporate finance department.
He graduated from the University of North Carolina at Charlotte
with a BS in Business and is a native of the Charlotte region.
Chris focuses his efforts on both
individual clients, as well as, corporate retirement plans
(defined contribution and defined benefit). He has also
developed a unique wealth building program specifically
for young professionals or professionals just beginning
to save money for retirement. He is currently preparing
for his Certified Financial Planner designation.
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| 5605
Carnegie Blvd
Suite 400
Charlotte, NC 28209
704-643-2467 - Charlotte
1-800-255-2904 - Toll free
704-643-2470 - Fax
kmattox@carolinasinvest.com |
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Kendrick comes to us after serving
as the North Carolina Director of Business Development and
Client Service for CornerCap Investment Counsel, an independent
money management firm. He also has experience as an associate
of an investment services and financial planning firm in
Atlanta.
Kendrick is a Chartered Financial
Analyst , CFA. He is a member of The Association for Investment
Management and Research (AIMR) and the North Carolina Society
of Financial Analyst. He holds a Master of Business Administration
(MBA) from Georgia State University in Atlanta, a Bachelors
of Art (BA) in English from Hampden-Sydney College in Virginia,
and he is a graduate of Woodberry Forest School in Virginia.
He and his wife, Lacy, have a two
daughters (Maggie and Sarah) and son (Goodwyn), and two
black labs. His community involvement includes being active
in the Coastal Conservation Association (CCA), the Mint
Museum, Goodfellows, and two start-up charities. |
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| 5605
Carnegie Blvd
Suite 400
Charlotte, NC 28209
704-643-2455 - Charlotte
1-800-255-2904 - Toll free
704-643-2470 - Fax
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Worth has 33 years experience in
the financial services industry. Careers with NationsBank,
First Charlotte Bank & Trust Company, and Centura Bank have
included responsibilities in corporate finance, commercial
banking, trust and investment management. He founded First
Charlotte Bank in 1983 and was President and CEO until its
merger with Centura Bank in 1993.
A graduate of Davidson College,
Mr. Williamson is an honor's graduate of the Cannon Trust
Institute. Having completed the CIMA professional certification
program offered through the Investment Management Consultants
Association (IMCA) at the Wharton School of Business, he
is a designated Certified Investment Management Analyst.
Worth is involved in many professional
and civic organizations. He and his wife Sarah have two
sons and are grandparents . |
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