The Teague Group
Description
Address: 5925 Carnegie Blvd #300, Charlotte, NC 28209 Phone: (704) 554-6404Website: : Hours: : Category: : : : : Place name: Website: http://www.theteaguegroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Teague Group Posting publicly on the Web Write a review Reviews Be the first to review
The Teague Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Teague Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Teague Group Employees
Employee
Years
Job
Industry
Amber Perry, CFP® Amber Perry, CFP®'s The Teague Group Experience May 2012 - November 2013
Job Financial Advisor
Industry Financial Services
Experience
Navigon Financial Group December 2013 - September 2015
The Teague Group May 2012 - November 2013
TIAA-CREF August 2005 - July 2007
Vanguard March 2004 - August 2005
Skills
Financial Analysis, Financial Services, PowerPoint, Financial Strategies, Insurance Strategies, Capital Accummulation, Charitable Giving..., Employee Benefits, Business Needs Analysis, Estate Planning..., IRAs, Personal Life Insurance, Personal Needs Analysis, Retirement Strategies, Retirement Planning, Life Insurance, Executive Benefit..., Key-Person Insurance, Pension Plans, Fixed Annuities, Finance, Sales, Insurance, 401k, Wealth Management, Retirement, Mutual Funds, Asset Allocation, Estate Planning
Education
UNC Charlotte 1998 — 2003
BSBA in Marketing, BSBA in International Business, BA in Communications, Organizational Communications
Albemarle High School 1994 — 1998
Navigon Financial Group December 2013 - September 2015
The Teague Group May 2012 - November 2013
TIAA-CREF August 2005 - July 2007
Vanguard March 2004 - August 2005
Skills
Financial Analysis, Financial Services, PowerPoint, Financial Strategies, Insurance Strategies, Capital Accummulation, Charitable Giving..., Employee Benefits, Business Needs Analysis, Estate Planning..., IRAs, Personal Life Insurance, Personal Needs Analysis, Retirement Strategies, Retirement Planning, Life Insurance, Executive Benefit..., Key-Person Insurance, Pension Plans, Fixed Annuities, Finance, Sales, Insurance, 401k, Wealth Management, Retirement, Mutual Funds, Asset Allocation, Estate Planning
Education
UNC Charlotte 1998 — 2003
BSBA in Marketing, BSBA in International Business, BA in Communications, Organizational Communications
Albemarle High School 1994 — 1998
Richard Kim Ellis, Jr Richard Kim Ellis, Jr's The Teague Group Experience November 2011 - September 2013
Job Commercial Portfolio Manager at Capital Bank (Capital Bank Financial Corp.)
Industry Financial Services
Experience
Capital Bank (Capital Bank Financial Corp.) August 2014 - Present
SunTrust Bank September 2013 - August 2014
The Teague Group November 2011 - September 2013
Tim WIlkison Acadamies August 2010 - November 2011
BB&T January 2009 - July 2010
Skills
Marketing Strategy, Business Strategy, Business Management, Management Consulting, Marketing, Sports Management, Sales, Business, Fundraising, Coaching, Event Planning, Public Speaking, Small Business, Leadership, Financial Analysis, Customer Service, Time Management, Social Media, Social Media Marketing, Budgets, Sports, Strategic Planning, Public Relations
Education
Gardner-Webb University 2006 — 2008
Master of Business Administration, Banking and Finance, 4.0/4.0
Gardner-Webb University 2003 — 2006
Bachelor of Science, Sports Management, 3.69/4.0
Capital Bank (Capital Bank Financial Corp.) August 2014 - Present
SunTrust Bank September 2013 - August 2014
The Teague Group November 2011 - September 2013
Tim WIlkison Acadamies August 2010 - November 2011
BB&T January 2009 - July 2010
Skills
Marketing Strategy, Business Strategy, Business Management, Management Consulting, Marketing, Sports Management, Sales, Business, Fundraising, Coaching, Event Planning, Public Speaking, Small Business, Leadership, Financial Analysis, Customer Service, Time Management, Social Media, Social Media Marketing, Budgets, Sports, Strategic Planning, Public Relations
Education
Gardner-Webb University 2006 — 2008
Master of Business Administration, Banking and Finance, 4.0/4.0
Gardner-Webb University 2003 — 2006
Bachelor of Science, Sports Management, 3.69/4.0
Will Hester Will Hester's The Teague Group Experience January 1995 - December 1998
Job Client Advisor at First Citizens Bank
Industry Financial Services
Experience
First Citizens Bank October 2005 - Present
BB&T January 1999 - October 2005
The Teague Group January 1995 - December 1998
Skills
Professional Money..., Retirement Planning, Estate Planning, Risk Management, Life Insurance, Long Term Care Insurance, Disability Insurance, Trust Services, Asset Managment, Asset Allocation, Cash Flow, Debt Management, Banking, Private Client, Private Client Work, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Multi-generational..., Business Seccession..., Wealth, Retirement, Investments, Financial Advisory, Insurance, Investment Advisory, Strategic Financial..., High Net Worth..., 401k, Portfolio Management, Loans, Private Banking, Certified Financial..., Consumer Lending, Retirement Plan..., Relationship Management, Loan Origination, Retail Banking, IRAs, Mortgage Banking, Fixed Annuities, Series 6, Series 65, Investment Management, Asset Management
Education
North Carolina State University 1989 — 1994
BA Business, Business Administration and Management, General
Jordan High School 1985 — 1988
First Citizens Bank October 2005 - Present
BB&T January 1999 - October 2005
The Teague Group January 1995 - December 1998
Skills
Professional Money..., Retirement Planning, Estate Planning, Risk Management, Life Insurance, Long Term Care Insurance, Disability Insurance, Trust Services, Asset Managment, Asset Allocation, Cash Flow, Debt Management, Banking, Private Client, Private Client Work, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Multi-generational..., Business Seccession..., Wealth, Retirement, Investments, Financial Advisory, Insurance, Investment Advisory, Strategic Financial..., High Net Worth..., 401k, Portfolio Management, Loans, Private Banking, Certified Financial..., Consumer Lending, Retirement Plan..., Relationship Management, Loan Origination, Retail Banking, IRAs, Mortgage Banking, Fixed Annuities, Series 6, Series 65, Investment Management, Asset Management
Education
North Carolina State University 1989 — 1994
BA Business, Business Administration and Management, General
Jordan High School 1985 — 1988
Barry Teague Barry Teague's The Teague Group Experience August 1977 - Present
Job Owner at The Teague Group
Industry Financial Services
Experience
The Teague Group August 1977 - Present
Skills
Investments, Securities, Life Insurance, Strategic Planning, Leadership, Management, Real Estate, Sales, Equities, Marketing
Education
Davidson College 1961 — 1965
B.S. Mathematics
The Teague Group August 1977 - Present
Skills
Investments, Securities, Life Insurance, Strategic Planning, Leadership, Management, Real Estate, Sales, Equities, Marketing
Education
Davidson College 1961 — 1965
B.S. Mathematics
Carl Rogers Carl Rogers's The Teague Group Experience January 1988 - August 2008
Job Helping Business Owners and Professionals Address Their Financial Future
Industry Financial Services
Experience
Rogers & Associates June 2008 - Present
The Teague Group January 1988 - August 2008
National Life Insurance Co 1989 - 2008
National Life Insurance Co 1989 - 2008
Mid-Atlantic Financial Group. February 1982 - January 1988
FMC Corporation June 1978 - February 1982
Elanco January 1972 - January 1978
Skills
Retirement Planning, Retirement, Strategic Financial..., Estate Planning, Wealth Management, Fixed Annuities, Financial Planners, Disability Insurance, Long-term Care, Succession Planning, Life Insurance, Asset Allocation, Investments, Series 7, Securities, Mergers & Acquisitions, Financial Services, High Net Worth..., Small Business
Education
The University of Memphis 1968 — 1971
BS, Biology/Chemistry
Rogers & Associates June 2008 - Present
The Teague Group January 1988 - August 2008
National Life Insurance Co 1989 - 2008
National Life Insurance Co 1989 - 2008
Mid-Atlantic Financial Group. February 1982 - January 1988
FMC Corporation June 1978 - February 1982
Elanco January 1972 - January 1978
Skills
Retirement Planning, Retirement, Strategic Financial..., Estate Planning, Wealth Management, Fixed Annuities, Financial Planners, Disability Insurance, Long-term Care, Succession Planning, Life Insurance, Asset Allocation, Investments, Series 7, Securities, Mergers & Acquisitions, Financial Services, High Net Worth..., Small Business
Education
The University of Memphis 1968 — 1971
BS, Biology/Chemistry
Henry Conway Henry Conway's The Teague Group Experience May 2006 - July 2007
Job
Industry Financial Services
Experience
TIAA-CREF July 2007 - Present
The Teague Group May 2006 - July 2007
Ameriprise Financial Advisors May 2002 - May 2006
Business Strategies August 2000 - May 2002
Bank of America January 1997 - August 2000
Education
The George Washington University - School of Business 1993 — 1996
MBA, Cybernetics & Decision Systems
American University - Kogod School of Business 1979 — 1981
Bachelor of Science, Business Administration
TIAA-CREF July 2007 - Present
The Teague Group May 2006 - July 2007
Ameriprise Financial Advisors May 2002 - May 2006
Business Strategies August 2000 - May 2002
Bank of America January 1997 - August 2000
Education
The George Washington University - School of Business 1993 — 1996
MBA, Cybernetics & Decision Systems
American University - Kogod School of Business 1979 — 1981
Bachelor of Science, Business Administration
Karl Rothhaar's The Teague Group Experience 2013 - 2014
Job Associate at Summit Advisory Group
Industry Financial Services
Experience
Summit Advisory Group March 2014 - Present
The Teague Group 2013 - 2014
The Teague Group 2013 - 2013
Staples 1998 - October 2012
Staples January 1998 - January 2012
TJ Maxx – Massachusetts January 1995 - January 1998
Office Max January 1991 - January 1995
Marshalls – Massachusetts & Rhode Island January 1977 - January 1991
Skills
Sales, Sales Process, Team Building, Customer Service, Operations Management, Account Management, Investments, B2B, Survivorship, Disability Insurance, Estate Planning..., Marketing Strategy, Marketing, Selling, New Business Development
Education
Butler University
Bachelor of Science (B.S.), Business Administration and Management, General
Butler University
Bachelor of Science Degree, Business Administration
Northside
Northside
Summit Advisory Group March 2014 - Present
The Teague Group 2013 - 2014
The Teague Group 2013 - 2013
Staples 1998 - October 2012
Staples January 1998 - January 2012
TJ Maxx – Massachusetts January 1995 - January 1998
Office Max January 1991 - January 1995
Marshalls – Massachusetts & Rhode Island January 1977 - January 1991
Skills
Sales, Sales Process, Team Building, Customer Service, Operations Management, Account Management, Investments, B2B, Survivorship, Disability Insurance, Estate Planning..., Marketing Strategy, Marketing, Selling, New Business Development
Education
Butler University
Bachelor of Science (B.S.), Business Administration and Management, General
Butler University
Bachelor of Science Degree, Business Administration
Northside
Northside
George Coxhead, CLU, ChFC's The Teague Group Experience October 2012 - Present
Job Associate at The Teague Group
Industry Financial Services
Experience
The Teague Group October 2012 - Present
MetLife Securities September 2011 - October 2012
The Teague Group 2005 - September 2011
Provident Mutual/ Nationwide 1999 - 2005
New York Life Insurance Company 1998 - 1999
Skills
Fixed Annuities, Financial Services, Investments, Retirement Planning, Life Insurance, Mutual Funds, Leadership, Retirement, Disability Insurance, Series 7, Wealth Management
Education
Reformed Theological Seminary 1975 — 1979
Master of Divinity (M.Div.), D.Min
University of Alabama 1972 — 1974
Bachelor of Science (B.S.), Education
University of North Carolina at Chapel Hill 1970 — 1972
The Westminster Schools 1968 — 1970
The Teague Group October 2012 - Present
MetLife Securities September 2011 - October 2012
The Teague Group 2005 - September 2011
Provident Mutual/ Nationwide 1999 - 2005
New York Life Insurance Company 1998 - 1999
Skills
Fixed Annuities, Financial Services, Investments, Retirement Planning, Life Insurance, Mutual Funds, Leadership, Retirement, Disability Insurance, Series 7, Wealth Management
Education
Reformed Theological Seminary 1975 — 1979
Master of Divinity (M.Div.), D.Min
University of Alabama 1972 — 1974
Bachelor of Science (B.S.), Education
University of North Carolina at Chapel Hill 1970 — 1972
The Westminster Schools 1968 — 1970
Andrew Jones, CFP's The Teague Group Experience April 2002 - September 2007
Job Certified Financial Planner at Jones Gregg Financial, LLC.
Industry Financial Services
Experience
Jones Gregg Financial, LLC. September 2007 - Present
The Teague Group April 2002 - September 2007
Butler Travel Service, Inc. October 1992 - April 2001
Skills
Estate Planning, Employee Benefits, Disability Insurance, Small Business, Wealth Accumulation, Sales, Public Speaking, Retirement, Strategic Planning, Asset Management, Risk Management, Portfolio Management, Investments, Retirement Planning, Insurance, Strategic Financial..., Wealth Management, Asset Allocation, Fixed Annuities, Life Insurance, Financial Planning
Education
Queens University of Charlotte 2004 — 2007
Certified Financial Planner Applicant
University of Virginia 1984 — 1988
BA, English
Jones Gregg Financial, LLC. September 2007 - Present
The Teague Group April 2002 - September 2007
Butler Travel Service, Inc. October 1992 - April 2001
Skills
Estate Planning, Employee Benefits, Disability Insurance, Small Business, Wealth Accumulation, Sales, Public Speaking, Retirement, Strategic Planning, Asset Management, Risk Management, Portfolio Management, Investments, Retirement Planning, Insurance, Strategic Financial..., Wealth Management, Asset Allocation, Fixed Annuities, Life Insurance, Financial Planning
Education
Queens University of Charlotte 2004 — 2007
Certified Financial Planner Applicant
University of Virginia 1984 — 1988
BA, English
David Teague David Teague's The Teague Group Experience September 2013 - Present
Job Director Project Controls
Industry Oil & Energy
Experience
The Teague Group September 2013 - Present
Sasol August 2013 - June 2015
Technip June 2008 - August 2013
The Dow Chemical Company January 2006 - December 2008
Dow Chemical January 2004 - January 2006
Dow Chemical January 2001 - January 2004
Dow Chemical June 1999 - January 2004
Dow Chemical January 1994 - June 1999
Dow Chemical January 1989 - January 1994
Project Solutions Corporation June 1986 - January 1989
Skills
Project Execution, EPC, Primavera, Project Engineering, Project Management, Procurement, Pipelines, Project Control, Construction Management, Primavera P6, Energy, Contract Management, Oil/Gas, MS Project, Capital Projects, Cost Control, Project Planning, Strategy, Management, Earned Value Management, Cost Management, Engineering, Construction, Petrochemical, Six Sigma, Process Scheduler, Petroleum, Subsea Engineering, Cost Benefit, CPM Scheduling, Project Coordination, Leadership, FEED, Cost Engineering, Gas, WBS, Onshore, P3, Oil
Education
Texas A&M University 1976 — 1980
MBA, Business Administration and Management, General
Texas A&M University 1972 — 1976
BS Civil Engineering
The Teague Group September 2013 - Present
Sasol August 2013 - June 2015
Technip June 2008 - August 2013
The Dow Chemical Company January 2006 - December 2008
Dow Chemical January 2004 - January 2006
Dow Chemical January 2001 - January 2004
Dow Chemical June 1999 - January 2004
Dow Chemical January 1994 - June 1999
Dow Chemical January 1989 - January 1994
Project Solutions Corporation June 1986 - January 1989
Skills
Project Execution, EPC, Primavera, Project Engineering, Project Management, Procurement, Pipelines, Project Control, Construction Management, Primavera P6, Energy, Contract Management, Oil/Gas, MS Project, Capital Projects, Cost Control, Project Planning, Strategy, Management, Earned Value Management, Cost Management, Engineering, Construction, Petrochemical, Six Sigma, Process Scheduler, Petroleum, Subsea Engineering, Cost Benefit, CPM Scheduling, Project Coordination, Leadership, FEED, Cost Engineering, Gas, WBS, Onshore, P3, Oil
Education
Texas A&M University 1976 — 1980
MBA, Business Administration and Management, General
Texas A&M University 1972 — 1976
BS Civil Engineering
C. Hunter Widener, CFP® C. Hunter Widener, CFP®'s The Teague Group Experience March 1998 - December 2000
Job Executive Director Center for Business Strategies at Carolina Premier Bank
Industry Banking
Experience
Carolina Premier Bank July 2015 - Present
Carolina Premier Wealth Management February 2010 - Present
Carolina Premier Bank February 2010 - July 2015
Premara Bank, a Division of Carolina Premier Bank January 2013 - June 2015
Bridgewater Capital, Inc. October 2009 - February 2010
Oppenheimer & Co. Inc. March 2009 - July 2009
SGC July 2006 - March 2009
Bank of America Private Bank March 2002 - July 2006
Wachovia Bank, N.A. December 2000 - March 2002
The Teague Group March 1998 - December 2000
Education
Appalachian State University 1991 — 1995
BSBA, Business Management
Charlotte Country Day School
Carolina Premier Bank July 2015 - Present
Carolina Premier Wealth Management February 2010 - Present
Carolina Premier Bank February 2010 - July 2015
Premara Bank, a Division of Carolina Premier Bank January 2013 - June 2015
Bridgewater Capital, Inc. October 2009 - February 2010
Oppenheimer & Co. Inc. March 2009 - July 2009
SGC July 2006 - March 2009
Bank of America Private Bank March 2002 - July 2006
Wachovia Bank, N.A. December 2000 - March 2002
The Teague Group March 1998 - December 2000
Education
Appalachian State University 1991 — 1995
BSBA, Business Management
Charlotte Country Day School
Peter B. Brady, CLTC's The Teague Group Experience February 2012 - April 2014
Job Financial Services Professional
Industry Financial Services
Experience
Consolidated Planning, Inc. May 2014 - Present
The Teague Group February 2012 - April 2014
HF Financial September 2006 - January 2012
Bank of America 2004 - 2006
Procter & Gamble April 1985 - December 2004
Education
University of Southern California - Marshall School of Business 2002 — 2004
Certification
University of North Carolina at Chapel Hill 1979 — 1984
Arts & Sciences
St. Xavier High School 1975 — 1979
Consolidated Planning, Inc. May 2014 - Present
The Teague Group February 2012 - April 2014
HF Financial September 2006 - January 2012
Bank of America 2004 - 2006
Procter & Gamble April 1985 - December 2004
Education
University of Southern California - Marshall School of Business 2002 — 2004
Certification
University of North Carolina at Chapel Hill 1979 — 1984
Arts & Sciences
St. Xavier High School 1975 — 1979