Community Involvement

We work hard creating great Financial plans, but we've got a lot going on outside the office as well. Want to know what we're up to?


July 2019

Hello from Chicago! Letian takes a pit-stop on the way to Northwestern Mutual's annual meeting in Wisconsin. Our team met in Milwaukee for 3 days of learning and professional growth.

Staff

June 2019

A busy Month! The team solved the puzzle at Tower Escapes in Downtown Raleigh as part of our quarterly team-building day, and Jenny and Letian enjoyed seeing CATS at DPAC.

Book signing event
Book signing event

January 2019

Jenny and Letian visit with Alexa Von Tobel, founder of Learnvest, after listening to her share her passion for entrepreneurship, personal growth, and developing women in financial services careers.

Book signing event
Book signing event

December 2018

Team Christmas Dinner — Trying some new and interesting cuisine at Littler in downtown Durham, NC.

Team Christmas Dinner

November 2018

Tom and Robert Powell (retirement editor at The Street) pose at the podium during the Investments and Wealth Institute's annual meeting.

Community Involvement

October 2018

Tom qualifies for the Million Dollar Round Table's "Top of the Table" status, and joins an elite gathering of the nation's best financial advisors in Hawaii for a time of fun and learning.

Event

Tom Morris, CFP®, MBA, RICP®, ChFC®, CASL®

Wealth Management Advisor

 

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