Our People5amultimedia2025-03-03T21:24:54+00:00

Our People

With a combined industry experience of over 200 years, we are able to offer our clients unmatched advice in a wide variety of financial areas.

Investment Counselors

Randall J. Freeman, CPA

C. Robin Hanes III, CFP^®

Janet R. Hayes

Daniel B. Hubbard, CPA, CFP^®

William K. Nicrosi II, CPA, CFP^®

Richard M. Stimpson

Michael C. Teel, J.D.

John Wade Therrell III, CFP^®

John M. Williams

Portfolio Managers

Richard E. Anthony, Jr, CFA^®

E. Andrews Grinstead

Timothy S. Healey, CLU^®

Robert M. Hope III

Kenneth F. Hubbard

Jason J. Klauk

Thomas W. Leavell

C. Dalton Nix, CIMA^®

Edward B. Norfleet, Jr., CFA^®

Client Services

Margaret H. Alves, J.D.

Leslie A. Boshell

Hayley M. Bradford

Lauri T. Bryant

Shelly A. Cordell

Angelia B. Deese

P. Reeves Duggan, CAIA^®

Tara R. Duncan

Kee P. Goostree

Kathryn P. Greer

Helen T. Hinds

April D. Holloway

Kennedy A. Martinez

Casey H. Mobley

Leigh D. Morton

Rhonda L. Potts

Connect With us

This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services outside of the United States and only within the United States in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources that we and our suppliers believe are reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.

THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEB-SITE.