Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Alan Segal, Private Wealth Advisor serving the Raleigh, NC area - Ameriprise Advisors

Alan Segal

CFP®, CIMA®

Private Wealth Advisor

Vice President
Visit Alan Segal's website

Team

Hannah McGrath, CFP<sup>®</sup>

Hannah McGrath, CFP®

Registered Client Service Associate,

Financial Planning Associate

Roles & Responsibilities

  • Financial Planning Support
  • Investment Analyst
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Sarah Brandl

Sarah Brandl

Registered Client Service Associate,

Client Relationship Specialist
Anna Edwards, MBA

Anna Edwards, MBA

Registered Client Service Associate,

Operations Specialist

Roles & Responsibilities

  • New Client Intake
  • Account Service
  • Money Movement
  • Account Transfers/Rollovers
  • Scheduling
  • NC Notary
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