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Get to know our team in Charlotte, North Carolina.
Meet Greg Rosner, Market Vice President of Charlotte!
Greg launched the Charlotte office in 2021 and has been leading the team ever since. He says their office has a unique camaraderie among them, as they celebrate each other’s life events and spend time together outside of work.
He believes that financial advisors serve a need, not a want and that their work can affect not just the current generation but also future generations. This belief drives him to develop the next generation of advisors and serve clients with excellence.
Outside of work, he loves to cheer on the Aggies, enjoy the outdoors with his wife and daughter, or travel the world enjoying good food and drinks.
Hear from Greg on why the Queen City is a special place to grow your career as a financial advisor.
Greg Rosner
DJ Catherman
Andrew Rose
Chris Spalthoff
Ava Smagacz
Nathan Allen
Alex Dawkins
Maximilian Hillerbrand
Patrick Hawkins
RJ Drucker
Bill Fletcher
Jack Breen
Keegan Caveney
Davis Biggerstaff
Leighton Becker
Andrew Stafford
Briana Niskanen
Clayton Cross
Jake Fetchen
Matthew Gooch
Patrick Fenton
Logan Tingley
(512) 241-7341
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