Stearns Financial Services Group

Industry: Company

Description

Founded: 1991 Subsidiary: Stearns Financial Services Group, Asset Management Arm

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Stearns Financial Services Group Employees

Employee
Years
Job
Industry
Glenn Joyce, CFA, CFP® Glenn Joyce, CFA, CFP® Greensboro/Winston-Salem, North Carolina Area Details
Glenn Joyce, CFA, CFP®'s Stearns Financial Services Group Experience 2003 - Present
Job VP Research & Operations at Stearns Financial Services Group
Industry Financial Services
Experience
Stearns Financial Services Group   2003 - Present

Education
University of North Carolina at Chapel Hill   1985 — 1989
BA, Economics & Industrial Relations

Sherry McKinney Sherry McKinney Greensboro, North Carolina Details
Sherry McKinney's Stearns Financial Services Group Experience November 2010 - Present
Job Financial Planning Manager at Stearns Financial Group
Industry Investment Management
Experience
Stearns Financial Services Group   November 2010 - Present
Women's Professional Forum Foundation   January 2013 - Present
Presbyterian Homes Finance Committee   2010 - Present
Financial Advisory Companies   May 2002 - July 2009
Various Public Accounting Firms  1989 - May 2002

Skills
Financial Planning, Retirement Planning, Asset Management, Cash Flow Forecasting, Estate Planning, College Savings Plans, Divorce Planning, Scenario Planning, Women In Transition, Fee Only, Investments, Retirement, Financial Advisory, Finance, Tax, Investment Management, Wealth Management, Strategy

Education
Sandler Training   2012 — 2012

Univeristy of North Carolina at Greensboro   1986 — 1989
MBA - Bryan School of Business, Finance and Accounting

University of North Carolina at Chapel Hill   1981 — 1985
Bachelor of Science (BS), Business Administration, Finance Concentration

Brian D. Haehl, CFP ChFC Brian D. Haehl, CFP ChFC Louisville, Kentucky Details
Brian D. Haehl, CFP ChFC's Stearns Financial Services Group Experience August 2011 - April 2012
Job Vice President/Wealth Advisor at BB&T
Industry Financial Services
Experience
BB&T  May 2012 - Present
Stearns Financial Services Group   August 2011 - April 2012
Pry Advisory Group   August 2007 - October 2009
Pry Professional Group  August 2007 - October 2009
Southwestern College  July 2005 - June 2007
Southwestern College  July 2005 - May 2006
Navigator Financial Group, LLC   November 1990 - December 2003

Skills
Marketing, Leadership, Management Consulting, Sales, Training, Consulting, Securities, Strategic Financial..., Public Speaking, Coaching, Non-profits, Budget, Team Building, Leadership Development, Organizational..., Estate Planning, Small Business, Public Relations

Education
Campbell University   2011 — 2011
Certificate in Trust & Wealth Management, Trusts & Wealth Management

Bluffton University   2007 — 2009
M.S, Organizational Management; an emphasis in Leadership

Indiana University   1985 — 1989
B.A, Telecommunications

Erica Procton Erica Procton Greensboro, North Carolina Details
Erica Procton's Stearns Financial Services Group Experience January 2009 - January 2010
Job Marketing Director at Greensboro Ballet
Industry Performing Arts
Experience
Greensboro Ballet  September 2013 - March 2015
Stearns Financial Services Group   January 2009 - January 2010
Hudson for the Home   September 2001 - May 2005
Brooklyn Museum  January 1990 - June 1990
Lepercq Capital Partners   August 1984 - February 1989

Skills
Marketing Strategy, Event Planning, Project Planning, Negotiation, Small Business..., Financial Analysis, Fundraising, Publicity, Media Relations, Social Media Marketing, Interior Design, Budgets, Small Business, Nonprofits, Team Building, Sales, Social Media, Customer Service, Marketing, Advertising

Education
Washington University in St. Louis   1980 — 1984
Bachelors of Science, Business Administration and Management, General

Parsons School of Design   1990 — 1992
Associate of Applied Science, Interior Design

Stacy Dalton Stacy Dalton Raleigh-Durham, North Carolina Area Details
Stacy Dalton's Stearns Financial Services Group Experience April 2002 - September 2007
Job Program Coordinator On Site Events, Admissions at Duke University
Industry Higher Education
Experience
Duke University  March 2014 - Present
Durham Jaycees   January 2014 - Present
Duke University  April 2011 - Present
Raleigh Jaycees  June 2009 - June 2012
Fidelity Bank  April 2010 - July 2010
TMS  February 2008 - November 2009
Research Triangle Institute  September 2007 - December 2007
Stearns Financial Services Group   April 2002 - September 2007
Greensboro Jaycees   August 2004 - August 2007
Avant Personnel Systems/Griffin Professional Staffing   August 2001 - April 2002

Skills
Administration, PowerPoint, Word, Excel, Customer Relations, Recruiting, Microsoft Excel, Microsoft Word, System Administration, Team Building, Customer Service, Organizational..., HRIS, Human Resources, Networking, Marketing, Payroll, Interviews, Microsoft Office, Research, Event Planning, Alumni Relations

Education
Duke University   2015 — 2018
Masters Degree, Liberal Studies

University of North Carolina at Greensboro   1997 — 2001
BFA, Theatre Education; Endorsements in English

Community

RS Central High

Joyce Staley Joyce Staley Greensboro/Winston-Salem, North Carolina Area Details
Joyce Staley's Stearns Financial Services Group Experience November 2007 - Present
Job Registered Paraplanner and Financial Associate at Stearns Financial Services Group
Industry Financial Services
Experience
Stearns Financial Services Group   November 2007 - Present
Entercom  August 2005 - May 2006
Entercom  September 2001 - August 2005

Skills
Strategic Financial..., Estate Planning, Wealth Management, Investments, Asset Management, Portfolio Management, Securities, Budgets, Team Building, Retirement Planning

Education
College for Financial Planning   2008 — 2008
Registered Paraplanner, Financial Planning and Services

Haleh Moddasser, CPA Haleh Moddasser, CPA Chapel Hill, North Carolina Details
Haleh Moddasser, CPA's Stearns Financial Services Group Experience January 2011 - Present
Job Senior Vice President, Stearns Financial Group
Industry Financial Services
Experience
Stearns Financial Services Group   January 2011 - Present

Skills
Estate Planning, Strategic Financial..., Asset Managment

Education
University of North Carolina at Chapel Hill   1981 — 1985
BA, Journalism

Denise Koontz Denise Koontz Winston Salem, North Carolina Details
Denise Koontz's Stearns Financial Services Group Experience November 2010 - April 2012
Job Director of Finance for Ocular Systems LLC
Industry Biotechnology
Experience
Ocular Systems Inc.   April 2012 - Present
Stearns Financial Services Group   November 2010 - April 2012
Gnam Gnam Gelato   2009 - 2010
Allegacy Federal Credit Union  May 1998 - January 2009
First Union Brokerage  December 1995 - May 1998
Interstate Johnson Lane  March 1994 - December 1995
American Express  1989 - 1995

Skills
Strategy, Leadership, Management, Investments, Portfolio Management, Finance, Entrepreneurship, Training, Financial Services, Sales, Due Diligence, New Business Development, Project Management, Estate Planning, Accounting, Venture Capital, Securities, Retirement, Financial Planners, Tax

Education
University of North Carolina at Greensboro   2010 — 2012
BS, Accounting

Small Business & Technology Development Center   2010 — 2010
n/a, Grant/Proposal writing

College of Financial Planning   2001 — 2004
CFP, Financial Planning

University of North Carolina at Greensboro   1983 — 1987
BS, Political Science

Frankfurt American High   1980 — 1983

David Childs, CFP® David Childs, CFP® Greensboro/Winston-Salem, North Carolina Area Details
David Childs, CFP®'s Stearns Financial Services Group Experience December 2006 - 2010
Job Member at State Judicial Council of North Carolina
Industry Financial Services
Experience
State Judicial Council of North Carolina   January 2014 - Present
The Oechsli Institute  2010 - Present
Stearns Financial Services Group   December 2006 - 2010
Oak Ridge Wealth Management   February 2006 - January 2007

Skills
Business Coaching, Business Planning, Performance Consulting, Management Consulting, Investments, Financial Services, Coaching, CRM, Business Development, Asset Management, Retirement Planning, Financial Advisory, Wealth, Public Speaking, Strategic Financial..., Financial Planning, Finance

Education
College for Financial Planning
Certified Financial Planner Designation, Financial Planning

McCallie

Texas Christian University

University of North Carolina at Greensboro
Bachelors, Finance/Economics

Kenneth Peters Kenneth Peters Greensboro/Winston-Salem, North Carolina Area Details
Kenneth Peters's Stearns Financial Services Group Experience December 2013 - Present
Job Portfolio Management Associate at Stearns Financial Services Group
Industry Financial Services
Experience
Stearns Financial Services Group   December 2013 - Present
Allbackoffice Consulting, LLC  July 2012 - November 2013
Schwab Performance Technologies  May 2011 - July 2012
Schwab Performance Technologies  December 2010 - May 2011
Implus Footcare, LLC  May 2009 - December 2010

Education
Vanderbilt University   2006 — 2009
MA, Religion

North Carolina State University   2001 — 2005
BA, Religion

Stephen (Scotty) Scott Stephen (Scotty) Scott Jupiter, Florida Details
Stephen (Scotty) Scott's Stearns Financial Services Group Experience August 2004 - June 2011
Job Portfolio Manager/Administrator at Abacus Planning Group
Industry Financial Services
Experience
Abacus Planning Group  June 2011 - Present
Stearns Financial Services Group   August 2004 - June 2011
Merrill Lynch  August 2002 - December 2002

Education
Quincy University   2003 — 2004
MBA, Business

University of Manchester - Institute of Science and Technology   2001 — 2002
International Exchange Student

University of North Carolina at Greensboro   1998 — 2002
BS, Business Administration

John Simms\​, Jr. John Simms\​, Jr. Greensboro/Winston-Salem, North Carolina Area Details
John Simms\​, Jr.'s Stearns Financial Services Group Experience November 1995 - August 2001
Job Chief Investment Officer at Piedmont Trust Company
Industry Investment Management
Experience
Piedmont Trust Company  February 2011 - Present
The Patient Investor   February 2010 - February 2011
Capital Management LLC   January 2009 - January 2010
GenSpring Family Offices  May 2008 - December 2008
Calibre/Wachovia Wealth Mgmt   September 2001 - April 2008
Stearns Financial Services Group   November 1995 - August 2001
UNC at Greensboro   August 1989 - November 1995
First Boston Corp   July 1985 - June 1989
University of Virgina's Darden Graduate School of Business Administration   August 1983 - July 1985

Skills
Investment Strategies, Investments, Wealth Management, Strategic Financial..., Financial Modeling, Capital Markets, Financial Markets, Investment Management, Corporate Finance, Finance, Options, Wealth Management..., Wealth

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1980 — 1983
Ph.D., Finance

Davidson College   1970 — 1974
BA, Religion

Michele Carrera Anderson Michele Carrera Anderson Greensboro/Winston-Salem, North Carolina Area Details
Michele Carrera Anderson's Stearns Financial Services Group Experience August 2013 - Present
Job Director of First Impressions, Administrative Assistant at Stearns Financial Services Group
Industry Financial Services
Experience
Stearns Financial Services Group   August 2013 - Present
ComForcare Senior Services  May 2013 - July 2013
Cone Health  July 2012 - January 2013
Shamrock Environmental Corp   May 2002 - January 2012
Mudbugs Restaurant   January 2000 - January 2001
Culinary Visions Catering   March 1998 - March 2000
GFWoman Magazine   January 1998 - January 1999
Belk  January 1997 - January 1998

Skills
Customer Service, Event Planning, Training, Event Management, Proposal Writing, Sales, Copywriting, Epic Systems, Corporate Events, Non-profits, Microsoft Office, Editing, Business Development, Copy Editing, Corporate Communications, Time Management, Teamwork, Advertising Copy, Electronic Invoicing, Promotions, Newsletter Writing, Non-profit..., Instructor-led Training, Baking, Celebrations

Education
University of North Carolina at Greensboro
Bachelor of Arts, Psychology

University of Montevallo
Master of Arts, English

Joyce Black-Staley Joyce Black-Staley Greensboro/Winston-Salem, North Carolina Area Details
Joyce Black-Staley's Stearns Financial Services Group Experience November 2007 - Present
Job Registered Paraplanner at Stearns Financial Services Group
Industry Financial Services
Experience
Stearns Financial Services Group   November 2007 - Present
Entercom Communications  August 2006 - May 2007
Entercom  September 2002 - August 2006

Education
Asheville-Buncombe Technical Community College

College for Financial Planning

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