McClaugherty & Associates

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

Jason Curfman, Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

Jason Curfman

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Jason Curfman's website
Jeff Mc Claugherty, Private Wealth Advisor serving the Raleigh, NC area - Ameriprise Advisors

Jeff Mc Claugherty

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Jeff Mc Claugherty's website

Team

Michelle Madlala

Michelle Madlala

Client Service Manager,

Business Development Manager

Qualifications

  • Licenses: FINRA Series 7 & 63
  • NC Notary
  • Over 18 years of financial industry experience

Roles & Responsibilities

  • Responsible for client experience, overall operations of the office, and execution of all marketing events
View more
Carla Henley

Carla Henley

Administrative Assistant

Qualifications

  • Over 15 years of Administrative and Client Service experience in the financial industry

Roles & Responsibilities

  • Responsible for serving accounts, scheduling and greeting clients, and providing other office support
View more
Julia Smith

Julia Smith

Receptionist