电子邮件 | mic***@***.com | 获取Email |
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电子邮件 | mic***@***.com | 获取Email |
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At Carolina Wealth Partners, we are fully committed to helping clients construct their financial futures through mindful savings and tax efficiency. We adhere to three key values when serving our clients: ✤ VALUE #1: INDEPENDENCE: We are strong proponents of the fiduciary role. Every decision we make is truly in a client's best interest. There is no behind-the-scenes corporate structure interfering in a client's financial security. ✤ VALUE #2: EDUCATION: We educate clients at each decision point, so they not only know our recommendation but also understand our rationale and have an opportunity to ask questions. ✤ VALUE #3: SHARED RESPONSIBILITY: Our clients know that they have a team working for them, even as they work with one primary advisor. We have a team mentality and enthusiastically serve our clients from this perspective. Registered Representative - Securities offered through Cambridge Investment Research, Inc.a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Carolina Wealth Partners are not affiliated. Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
公司 | Carolina Wealth Partners |
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职位 | Partner |
地点 | United States |
http://www.linkedin.com/in/mndavies | |
部门 | |
头衔 | Independent Financial Advisor |
Carolina Wealth Partners Partner
2014-11-01 -
Founder
2014-11-01 - 2018-08-01
President
2014-10-01 - 2018-08-01
Duke University Postdoctoral Fellow
2010-06-01 - 2014-08-01
Research Associate, Biochemistry, Ph.D.
2005-08-01 - 2010-06-01
Michael Davies 在 Carolina Wealth Partners 担任 Independent Financial Advisor
Michael Davies 在 Carolina Wealth Partners 的职位是 Independent Financial Advisor
Michael Davies 的电子邮件地址是 mic***@***.com
Michael Davies 的电话号码是 -
Michael Davies 的公司电话号码是 +191****
Michael Davies 在 financial services 工作。
Michael Davies 的一些同事包括Suzanne Maxwell、Michael Davies、Victor Navarroli、David LederBrian Wilbanks、。
Michael Davies联系方式: 电子邮件地址:mic***@***.com 电话号码:-
Michael Davies 的个人领英是:http://www.linkedin.com/in/mndavies
Michael Davies 的办公地点:1011 S Hamilton Rd, 300, Chapel Hill, North Carolina 27517, US
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