Your Wealth Management Team

We believe in exceptional service and a team approach in taking care of our clients.  Our client relationships are designed to include several professionals knowledgeable about your investment accounts and available to serve you and your individual needs.  Our wealth management team will be involved in all aspects of your relationship.


Our Wealth Managers - With years of investment and accounting experience, our Wealth Managers are dedicated and responsible for the supervision of your investment assets.  Your Wealth Manager will serve as your lead contact for conference calls and portfolio monitoring, as well as being responsible for reviewing your accounts on a periodic basis to be sure all your finanical planning goals are being achieved.

         

Robert V. Sytz, Jr. CPA, CFP®     Jeffrey A. Harrell, CFA        Brett S. Miller, CPA, CFP®      K. Warren Poe, Jr. CFP® 


Our Relationship Managers - In addition to your Wealth Manager, each client will work with a Relationship Manager who will also be familiar with your individual situation.  Your Relationship Manager is always avaliable to answer questions related to your investment accounts or to take care of administrative issues.  The role of your Relationship Manager is to provide you with an additional contact with first hand knowledge of your accounts.



                  Jennifer B. Melton                  Patricia A. Martin, CPA                  Susan G. Jones             
         Erin B. Henry                      Teresa Turner-Hall



8816 Red Oak Blvd.  Suite 260
Charlotte,  NC 28217
Tel: (704) 426-6100   Fax: (704) 426-6200
E-mail: SCI@sconsulting.net