Investment Advisory Service in Raleigh, NC

Preston is responsible for providing high-quality commercial and private banking services to new and existing TowneBank members, as well as ensuring the

Sara has been in the banking industry for over five years, beginning her career as a Client Development Officer in the Raleigh area. She has a primary focus

Alvin joined TowneBank in 2019 and has more than 30 years of experience in the financial services industry, with a focus on treasury and cash manageme

Brian Reid is the President of TowneBank Triangle. Brian is responsible for leading the TowneBank team in the Triangle market. An industry veteran with over

Vita serves our members' total financial service needs and manages the retail sales and service-related functions of our Raleigh location. Over two decades

As President of Business Strategy, Jack helps TowneBank meet its plans for rapid growth in North Carolina. Jack offers over four decades of financial servic

Mark joined TowneBank in 2012 and offers over 20 years of financial expertise. As a trusted financial advisor, he provides a straight-forward, consultati

With more than four decades in the real estate financial industry, Doug manages residential construction lending efforts in the Raleigh area. As a Real Esta

John has worked at TowneBank since 2018 and provides over 35 years of financial industry experience. As a Commercial Banking Officer and Certified Financi

Bryan joined TowneBank in 2019 and has over 30 years of banking industry experience. As a Commercial Banking Officer, he provides a consultative approach

Jessica joined TowneBank in 2018. She works with our members to provide card payment and processing solutions so they can receive payments online, in store o

Bill provides over 30 years of financial expertise. His main focus is working with real estate investors to finance their properties and provide any banki

With over 17 years of financial industry experience, Jeff offers strategic advice and resources to local Raleigh businesses to support their growth and to he

Brittany Morgan joined the Towne family in 2018 as a Member Service Specialist at our Greenville, NC location. Through her ability to build stro

Kati Sessoms has over 20 years of experience in the financial services industry. She began her career in banking after graduating from Eastern Illino

Scot is the market executive for the north Raleigh market where he leads a team of commercial and private bankers. With over 24 years of commercial real esta

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting

PNC Private Bank offers advice and solutions to help individuals, families and business owners grow and manage their short-term and long-term wealth nee

Financial planning and investment services

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save f

AXA Advisors is a broker, dealer and investment advisor for AXA Financial, which is a part of the global AXA Group. AXA Advisors assists over 3 milli

Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services to businesses and people who wa

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting