Chris Harrell - Raymond James

Raymond James in Raleigh, NC, led by financial advisor John S. Holder, offers personalized financial advisory services tailored to the unique needs of each client, from individuals to families to institutions. Their team focuses on creating customized investment strategies and delivering a high standard of service to help clients pursue success in managing personal wealth or elevating their businesses. With a comprehensive range of services including financial planning, retirement planning, and corporate retirement plan consulting, Raymond James aims to simplify life's complexities and serve as the ultimate steward for their clients' wealth. Their commitment to strategic thinking and opportunities ensures that clients can confidently navigate their financial futures with a tailored plan designed to meet their long-term goals.Generated from the website

Pinnacle Financial Partners provides a full range of banking, investment, trust, mortgage and insurance products and services to businesses and people who want a banking relationship that goes beyond transactions. Pinnacle was founded in Nashville, TN, in 2000 to break the traditional mold and create an award-winning workplace that would attract and retain the best, most experienced financial services professionals. We don't use a phone menu. We don't push products, instead leading with advice and empowering our financial advisors to make decisions locally. Pinnacle is listed among the nation's top 25 banks and as one of America's best companies to work for. We operate in several primarily urban markets throughout the Southeast.

Vita serves our members' total financial service needs and manages the retail sales and service-related functions of our Raleigh location. Over two decades in the financial industry have afforded her a sharp skillset for understanding and fostering the financial goals of her members. She leads by example and shares her experience with her team to provide members with the highest level of service with an emphasis on personal, lasting relationships. In the community, she provides financial education as a facilitator at the Step Up Ministry. She is also a member of the Slavic Community in the Raleigh area. "I'm passionate about providing exceptional service to the communities that TowneBank serves!"