Steward Wealth Strategies

Tucker Bria is structured to focus on your needs and the benefits of coordinating your life goals and aspiration with your estate attorney, CPA and your other trusted advisors. For this reason, each partner strives to be the one phone call you make when either a major life event occurs or when there is just a routine question about your current financial strategy. Our advisory model is about family: parents, children, and grandchildren. We, like you, deal with life events such as: raising a family, putting kids through college, caring for aging parents, managing our careers, death, divorce, planning for the future, and serving and worshipping in our communities. We understand how life events impact your financial wellness.

About The Potter Financial Group It has always been about our clients. In 1985, when Charlie Potter founded the Potter Financial Group, he also put forth a set of values and principles that still define the Potter Financial Group. We see ourselves as partners to our clients. It is our role to educate and ensure that our clients understand each and every recommendation we make to them. We enter every client relationship from a holistic financial planning perspective first. As credentialed advisors and professionals, we have specialized knowledge of the fiduciary standard and work in our clients’ best interests.

Welcome to Merrill Lynch in Raleigh, NC. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.