Experience

Makes all the difference

Susan Sams

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • FL
  • MA
  • MI
  • NC
  • SC
  • VA
  • WI
  • WV
380 Knollwood Street
Suite 250
Winston-Salem, NC 27103

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James Abernethy

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • CA
  • FL
  • MI
  • NC
  • SC
  • VA
  • WI
  • WV
380 Knollwood Street
Suite 250
Winston-Salem, NC 27103

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Patricia "Patty" Blair, CFP

Senior Wealth Strategy Associate

Registered States:
  • CA
  • CO
  • DC
  • DE
  • FL
  • GA
  • IL
  • KS
  • MA
  • NC
  • OK
  • SC
  • TN
  • VA
  • WV
717 GreenValley Road
Greensboro, NC 27408

Email Me