Charlotte, NC 4521 Sharon Road, Suite 400 Charlotte, NC 28211 +1 (704) 553-8006 Meet with us Teams at this location McLachlan Team Advisors at this location Kris Carroll Managing Director, Carolinas CFA®, CFP® Bill Trahan Senior Vice President, Financial Advisor CFP® Kelly Graves Senior Vice President, Financial Advisor CFP® Jonathan Liles Senior Vice President, Financial Advisor CFP® Mark Dillon Senior Vice President, Financial Advisor CFP® John Hall Senior Vice President, Financial Advisor CFP® Brett Boner Senior Vice President, Financial Advisor CDFA® Denis Curcio Senior Vice President, Financial Advisor CFP® Patrick Bobbins Financial Advisor, Senior Vice President CIMA®, CFA® Hickory, NC Kevin Bowyer Vice President, Financial Advisor CFA®, CFP® Brice Oldham Vice President, Financial Advisor CFP®, CFA® Chason Trahan Vice President, Financial Advisor CFP®, CLU® James Hedstrom Vice President, Financial Advisor CFP®, CPA Matt Jelnicky Vice President, Financial Advisor CPA, CFP Bud Hedstrom Vice President, Financial Advisor CLU Steve Stewart Vice President, Financial Advisor CFP®, RICP®, CIMA® Jay Patterson Vice President, Financial Advisor CFP® Braedon Long Senior Vice President, Financial Advisor CFP® Pagination Current page 1 Page 2 Page 3 Next page Next › Last page Last »
