Blue Cardinal Wealth Solutions

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

Bret Urbanski, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

Bret Urbanski

Financial Advisor

Managing Director
Visit Bret Urbanski's website
Mitch Hodgkiss, Private Wealth Advisor serving the Charlotte, NC area - Ameriprise Advisors

Mitch Hodgkiss

CRPC®, APMA®

Private Wealth Advisor

Managing Director
Visit Mitch Hodgkiss's website
William W Hadley, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

William W Hadley

CFP®

Financial Advisor

Managing Director
Visit William W Hadley's website
Tommy Truman, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

Tommy Truman

Financial Advisor

Managing Director
Visit Tommy Truman's website
Melissa Saleeby, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

Melissa Saleeby

CRPC®

Financial Advisor

Vice President
Visit Melissa Saleeby's website
Joshua Patterson, Financial Advisor serving the Charlotte, NC area - Ameriprise Advisors

Joshua Patterson

APMA®

Financial Advisor

Visit Joshua Patterson's website

Team

Karen Trounson

Karen Trounson

Registered Client Service Associate,

Client Concierge

Qualifications

  • FINRA Series 6, 7, 63, 65

Roles & Responsibilities

  • All administrative services: account opening, account updates, money movement, securities trading, statements and tax forms, appointment scheduling.
  • Client event/seminar information and RSVP, technology resources including Ameriprise.com, Total View and connecting with us on social media.
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Anna Cannon

Anna Cannon

Registered Client Service Associate,

Client Relationship Specialist

Qualifications

  • FINRA Series 7, 63, SIE

Roles & Responsibilities

  • •All administrative services: account opening, account updates, money movement, securities trading, statements and tax forms, appointment scheduling.
  • •Client event/seminar information and RSVP, technology resources including Ameriprise.com, Total View and connecting with us on social media.
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Ryan O'Connor

Ryan O'Connor

Registered Client Service Associate,

Financial Planning Specialist

Qualifications

  • FINRA Series 7, 63, 65, SIE

Roles & Responsibilities

  • Coordination and inputting of client planning data, creating protection strategies and generating illustrations, and managing the website and social media announcements
  • Assisting clients with their service needs
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