In 1999, Raleigh became the last Davenport branch to open before the turn of the century. Now, with over 20 years of helping investors reach their financial goals, they have become a staple of the community. In addition to their professional experience our associates are committed to giving back to where they work and live and possess a deep involvement in the organizations, institutions, and people within the Raleigh area. Throughout the years the Raleigh office has formed a strong relationship with Wake County Boys & Girls Clubs, United Community Ministries in Rocky Mount, Young Life, and StepUp Ministry. We continue to support their efforts as a way to contribute to the Raleigh community.
We encourage you to contact our Raleigh office at (919) 571-6550 and meet with one of our experienced Financial Advisors to discuss your investment and financial needs. We look forward to getting to know you and showing you why Business North Carolina has named us one of the Best Employers in North Carolina every year since 2016.
Meet Our Branch Manager
James W. “Jim” Shearin
Branch Manager: Jim Shearin
Meet Our Advisors
Donnie Cobb Jr.
Our team of advisors is ready to assist you with your financial goals.