Locations > Sanford


Our Sanford branch opened in 2000 and 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 Sanford area. The Sanford office has formed strong relationships with Christian United Outreach Center of Lee County, Temple Theatre, Jonesboro Rotary Club, Sanford Area Chamber of Commerce & Growth Alliance and many other organizations as a way to contribute to the community where they live and work.

Our Sanford associates strive to continuously strengthen our relationships by communicating openly, managing wealth with transparency, delivering real value and taking a sincere interest in your life. We encourage you to contact us at (919) 777-9823 and arrange a time to and meet with one of our Financial Advisors to discuss your financial and investment needs. We look forward to showing you why Business North Carolina has named us one of the Best Employers in North Carolina every year since 2016.

Branch Manager: Jim Shearin

Meet Our Advisors


Oliver Crawley Jr.

Vice President - Investments

Heather McCoy Wicker, CRPS®

Associate Vice President - Investments

Contact us

Our team of advisors is ready to assist you with your financial goals.