Dixon Hughes Goodman Wealth Advisors LLC

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Dixon Hughes Goodman Wealth Advisors LLC Employees

Employee
Years
Job
Industry
Amy Manning Amy Manning Charlotte, North Carolina Details
Amy Manning's Dixon Hughes Goodman Wealth Advisors LLC Experience September 2008 - Present
Job Financial Advisor at Dixon Hughes Goodman Wealth Advisors LLC
Industry Investment Management
Experience
Dixon Hughes Goodman Wealth Advisors LLC   September 2008 - Present

Skills
Personal Financial..., Wealth Management, Investment Management, Retirement Planning, College Education...

Education
Liberty University   2004 — 2008
Bachelor of Science (B.S.), Finance

College for Financial Planning   2010 — 2011
Financial Planning

Sarah Paris, AIF® Sarah Paris, AIF® Charlotte, North Carolina Area Details
Sarah Paris, AIF®'s Dixon Hughes Goodman Wealth Advisors LLC Experience November 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Dixon Hughes Goodman Wealth Advisors LLC   November 2007 - Present
Afton Capital Management   2006 - 2007

Education
Duke University   1994 — 1997
Bachelor of Arts (B.A.), Economics

Abe Early Abe Early Charlotte, North Carolina Details
Abe Early's Dixon Hughes Goodman Wealth Advisors LLC Experience April 2005 - November 2011
Job Director, Business Development at MBL Advisors Inc., A McColl Bros. Lockwood Company
Industry Financial Services
Experience
MBL Advisors Inc., A McColl Bros. Lockwood Company   February 2014 - Present
Ignite Sports Marketing   December 2011 - February 2014
Charlotte Eagles  February 2013 - September 2013
Dixon Hughes Goodman Wealth Advisors, LLC  April 2005 - November 2011
Merrill Lynch & Co., Inc   June 1999 - April 2005
J.C. Bradford & Co.   February 1998 - June 1999
Amangani Resort   June 1996 - February 1998

Skills
Sales Management, Marketing Strategy, Investment Advisory, Comprehensive Wealth..., Fundraising, Strategic Leadership, Direct Sales, Consulting, Management, Wealth Management..., Sales, Sports, Retirement Planning, Strategic Financial..., Sports Marketing, Cold Calling, Leadership, Finance, Financial Advisory, Small Business, Insurance, Investment Management, Marketing, Wealth Management

Education
College for Financial Planning   2003 — 2004
Certified Financial Planner, Financial Planning and Services

Wake Forest University   1992 — 1996
Bachelor of Arts, Sociology

Paul Harteg Paul Harteg Greenville, South Carolina Area Details
Paul Harteg's Dixon Hughes Goodman Wealth Advisors LLC Experience Financial AdvisorDixon Hughes Goodman Wealth Advisors LLCJanuary 2003 - Present
Job Financial Advisor
Industry Investment Management
Experience
Dixon Hughes Goodman Wealth Advisors LLC   Financial AdvisorDixon Hughes Goodman Wealth Advisors LLCJanuary 2003 - Present

Education
Furman University   1979 — 1983
BA, Economics & Business Administration

Jason Lunsford, MBA, AIF, CRPS, AAMS Jason Lunsford, MBA, AIF, CRPS, AAMS Charleston, West Virginia Area Details
Jason Lunsford, MBA, AIF, CRPS, AAMS's Dixon Hughes Goodman Wealth Advisors LLC Experience March 2013 - Present
Job Retirement Plan Services Practice Leader / Advisor at Dixon Hughes Goodman Wealth Advisors LLC
Industry Investment Management
Experience
Dixon Hughes Goodman Wealth Advisors LLC   March 2013 - Present
Dixon Hughes Goodman Wealth Advisors LLC   March 2010 - Present
RBC Wealth Managment  April 2005 - March 2010
BB&T  1999 - 2005

Skills
Strategic Financial..., Financial Analysis, Financial Advisory, Financial Markets, Investments, Investment Advisory, Investment Strategies, Investment Management, Retirement, Retirement Planning, Retirement Plan..., Qualified Retirement..., Trusted Advisor, Investment Advisory..., Finance, Fixed Annuities, Pensions, Portfolio Management, Securities, Wealth Management, Financial Planners, Budgets, Estate Planning, Alternative Investments, Loans, Life Insurance, Series 7, Mutual Funds, Series 6, Series 65, Needs Analysis, Wealth Management..., Series 63, ETFs, Profit Sharing, Long Term Care Insurance, Long-term Care, Personal Finance, Tax, Credit, Mortgage Lending, Fixed Income, Uniform Combined State..., Banking, Insurance, IRAs, 401k, 401k Rollovers

Education
Marshall University   2001 — 2003
MBA, Finance

Concord University   1995 — 1999
BSBA, Finance

Billy Bridgeman Billy Bridgeman Spartanburg, South Carolina Details
Billy Bridgeman's Dixon Hughes Goodman Wealth Advisors LLC Experience November 2010 - Present
Job at Dixon Hughes Goodman Wealth Advisors LLC
Industry Investment Management
Experience
Dixon Hughes Goodman Wealth Advisors LLC   November 2010 - Present
Wells Fargo Advisors  March 2009 - October 2010
A. G. Edwards & Sons, Inc   March 2007 - February 2009

Education
East Tennessee State University   1976 — 1979
BS, Chemistry

Spartanburg High School

Will Sneed Will Sneed Raleigh, North Carolina Details
Will Sneed's Dixon Hughes Goodman Wealth Advisors LLC Experience September 2006 - Present
Job Director at Dixon Hughes Goodman Wealth Advisors LLC
Industry Investment Management
Experience
Dixon Hughes Goodman Wealth Advisors LLC   September 2006 - Present
Wachovia Securities, LLC  August 2000 - September 2006
A. G. Edwards & Sons, Inc.   April 1993 - August 2000

Skills
Portfolio Management, Strategic Financial..., Wealth Management, Financial Analysis, Retirement Planning, Investments

Education
East Carolina University - College of Business   1983 — 1985
BS, Business

North Carolina State University   1980 — 1982
Chemical Engineering/Business

JH Rose High   1978 — 1980

Blake Hedrick Blake Hedrick Charlotte, North Carolina Details
Blake Hedrick's Dixon Hughes Goodman Wealth Advisors LLC Experience May 2014 - August 2014
Job Associate Retirement Financial Planner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  June 2015 - Present
Cheddar's Casual Cafe  May 2011 - December 2014
Cross Training Couture   June 2014 - August 2014
Dixon Hughes Goodman Wealth Advisors LLC   May 2014 - August 2014

Education
Liberty University   2011 — 2015
B.S. in Financial Planning, Minor in Psychology

Asheville Christian Academy   2007 — 2011

Kate Anderson, IACCP Kate Anderson, IACCP Asheville, North Carolina Area Details
Kate Anderson, IACCP's Dixon Hughes Goodman Wealth Advisors LLC Experience August 2000 - Present
Job CCO at Dixon Hughes Goodman Wealth Advisors LLC
Industry Investment Management
Experience
Dixon Hughes Goodman Wealth Advisors LLC   August 2000 - Present

Skills
Investments, Wealth Management, Investment Advisory, Strategic Financial..., Financial Analysis, Portfolio Management, Investment Management, Retirement Planning

Education
University of North Carolina at Chapel Hill   1990 — 1994
BA, History/ French