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Financial advisors in Charlotte

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Your financial planning needs are unique. Our team will go deeper to understand your mindset and what shapes your view on money. Acting as an advisor in your corner, we'll build a strategy with your values, priorities and beliefs at the center — powered by Goldman Sachs.

Meet the team in Charlotte

Cliff Porter

VICE PRESIDENT, CO-HEAD OF OFFICE

John Capets

VICE PRESIDENT, CO-HEAD OF OFFICE

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