OUR MISSION STATEMENT
Your Life. Your Goals. Our Experience.
Your Life. Your Goals. Our Experience.
We believe managing wealth involves far more than managing an investment portfolio.
It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life.
It means helping you understand and respond effectively to these forces and of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long-term goals.
As Financial Advisors, we are committed to building a relationship of trust which enables us to work closely with you to define your objectives, explore alternatives and choose the financial and investment strategies that are most appropriate for you.
And whenever you have a question or service request, our experienced support team is quick to respond with an answer, address a concern or provide an encouraging word. They know our clients, and our clients know them.
As our relationship evolves, we hope you will come to regard us as your valued resource and professionals who can help you make more informed decisions on any financial issue. Our most important goal is to help you achieve your objectives, providing guidance that helps your wealth do more for you.
Like our clients, our team is multi-generational, with a variety of backgrounds and life experiences, enabling us to relate to the real-life situations our clients face.
We are committed to providing not only our professional knowledge and experience gained over the years, but also our compassion and concern.
Our clients have come to us because they know we’ve been helping people just like them for many years.
Our clients stay with us because we understand the big picture, help them separate emotions from investment decisions, and reduce the complexities of managing their assets effectively.
As we demonstrate our ability to provide consolidated, comprehensive advice, we work with our clients to help them relax and feel confident about their future.
Our clients are intelligent, capable and successful. They are also busy with the complexities of their lives—in their work and with their families.
They have all the needs and concerns of many wealthy people:
• Planning for a happy and secure retirement
• Consolidated investment management and performance monitoring
• Tax efficiency
• Funding for education expenses, major purchases and philanthropic needs.
Many issues and events can cause them to seek our help. Some had questions about when they could retire or what to do with the proceeds from selling their business or some other large windfall.
Others were looking for help with a complicated estate issue. Some were facing a situation where the spouse or someone else must take over for the one who always handled the family’s financial matters.
Our clients appreciate our professional knowledge and many years of experience helping families like them navigate the challenges of family wealth and transition planning.
As a team and as individuals, we believe in giving back. We engage in numerous activities both as participants in Morgan Stanley charitable initiatives and as members of our local community.
Members of our team volunteer with our local North Carolina Food Bank, the UNC Program in the Humanities, the Preston Robert Tisch Brain Tumor Center, The Triangle Land Conservancy, and the CleanJordanLake.org. One advisor is member of the Durham Orange Estate Planning Council while another is actively involved with Optimists International.
Passionate about living life fully and with energy, I love my work and the people in my life. My goal is to apply this philosophy to the value our team provides clients every day.
Twenty years as a U.S. Marine Corps officer instilled a strong sense of responsibility to others and an equally strong sense of order and logical thought. My tour of duty as a USMC Casualty Notification Officer left me with a deep sensitivity to preparing clients for life’s uncertainties. With four decades of leadership experience in the USMC and as a financial advisor, I have learned to listen to the nuances of conversations with clients to fully understand what is important to them.
Holding the CFP®, CIMA®, CRPS® designations, I am an alumnus of Mississippi State University, where I earned a BS degree in business and a MBA, management emphasis. I also hold a MBA, finance emphasis, from The George Washington University.
A member & past president of the Durham/Orange Estate Planning Council, I am a past President of Durham’s Genesis Home (now Families Moving Forward) Board of Directors. I currently serve on the boards of CleanJordanLake.org and The Triangle Land Conservancy, both conservation-related nonprofits. Additionally, I serve on the Durham Veterans Administration Hospital’s Institutional Review Board.
My spouse Tracy Mancini and I live in Durham with our wire-haired pointing griffon Mudge. We enjoy biking, kayaking, continental/international travel, and sailing our sloop, Solstice.
Securities Agent: AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, MA, MD, MN, NC, NH, NY, OH, PA, SC, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
A long-time lover of puzzles, I enjoy solving complex problems, breaking them down to their individual parts, and then rebuilding them in a logical fashion to produce a positive result. Similarly, I believe that accomplishing favorable outcomes for our clients depends on paying attention to the small details of their lives. Developing a deep understanding of our clients and what is important to them, enables me to organize the pieces with the goal of helping them and their families live enriched and fulfilling lives.
Having begun my collegiate education studying economics at Mercer University in Atlanta, I transferred to Georgia State University, majoring in finance. After three decades of experience helping clients and their families achieve their financial goals, and extensive study in areas such as family dynamics and governance, philanthropy, wealth transfer, business succession planning, taxation and risk management, I earned Morgan Stanley’s Family Wealth Director certification.
I serve on the Board of Advisors for the Preston Robert Tisch Brain Tumor Center at Duke University and on the Board of Advisors for the Program in the Humanities and Human Values at the University of North Carolina at Chapel Hill.
My wife and I live in Cary, NC. We have three adult children and hope to welcome grandchildren to the family in the not-too-distant future.
Securities Agent: AZ, CA, CO, DC, DE, FL, GA, IL, IN, LA, MA, MD, MN, NC, NH, NY, OH, PA, SC, TN, TX, VA, WA, WI; General Securites Principal; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
My energetic and entrepreneurial spirit led to the small, sustainable farm my wife and I own nine miles north of Durham’s downtown. I understand the challenges, risks and hard work required of small business owners to help meet the demands of today’s modern consumer in our global economy.
A conservationist at heart, I partnered on Clean Water Initiatives and worked to create a land conservation easement on our family farm. This passion carries over to helping our clients find environmentally sustainable and socially responsible investment options, and I work diligently to find investments that align with their personal values.
An Eastern NC native, I began my college career at Davidson College and completed my Bachelor of Science degree in Agricultural and Resource Economics (minor in Macro Economics) at North Carolina State University.
A founding member of the board of directors for The South Durham Farmers’ Market and Durham County’s Farmland Protection Board, I am past treasurer of the board directors for International Montessori School.
My wife Alicia and I live on our farm in Bahama, NC with our three boys, Jackson, Gates and Finn, along with our Great Dane Cash. Our family has a keen interest in local and heritage foods, and our home has become a hub for farm dinners, artisanal food crafts and lifelong education courses.
Securities Agent: AZ, CA, CO, DC, FL, GA, IL, IN, MA, MD, MN, NC, NH, NY, OH, PA, SC, TN, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative
Along with a quiet calmness and patience, I bring my love of teaching to the client service arena. More comfortable behind the scenes, I work to provide a pleasurable experience in catering to the specific needs of each of our clients.
Having earned a B. S. in Finance, with a concentration in Risk Management and Insurance and a minor in Spanish, from the University of North Carolina at Greensboro, I have worked in the financial services industry for 25 years, and have been with the Cotton Moehrke Group since 2003.
Active in my church, where I am a soloist and member of the choir, I also teach youth and adult Bible study classes. I enjoy reading and writing fiction, watching Hallmark movies and cooking shows and recently completed the Master Gardening class for Person County. My husband Scott and I have been married for over 26 years. We have one adult son, two cats and a dog.
Having worked in the financial services industry since late 2004, I have been with the CottonMoehrke Group since 2014. My specialty is in customer service, with prior experience in trading, market structure, options, and trade clearing.
A graduate of Framingham State College with a B.S. in Business, I hold the Series 7 – General Securities Representative; Series 63 – Uniform State Exam; Series 65 – Investment Advisory Agent, as well as life & health insurance licenses.
In my spare time, I enjoy playing with my four daughters, Sophie, Eva, Clara and Heidi. I live in Apex with my wife Brenda.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.
This unique program offers qualifying clients a compelling collection of special offers and discounts, Morgan Stanley insights, and philanthropic ideas.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
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