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Our financial advice team


M Lloyd Barnhardt III, Financial Advisor serving the Winston Salem, NC area - Ameriprise Advisors

M Lloyd Barnhardt III

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
West Highlands Capital
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 3 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Duke University, Durham, NC, 1986, BA in History and Economics

Professional associations

  • Winston Salem Estate Planning Council

Previous experience

  • FINANCIAL ADVISOR, SCOTT & STRINGFELLOW, LLC, WINSTON-SALEM, NC, 2008-2012
  • FINANCIAL ADVISOR, BB&T INVESTMENT SERVICES, INC. WINSTON SALEM, NC, 2007-2008
  • FINANCIAL ADVISOR, MERRILL LYNCH, PIERCE, FENNER & SMITH INC, WINSTON SALEM,, 1994-2007

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

New Winston Museum, Board of Directors. Winston Salem, NC

Gate City-Triad Mustang Club, Member. Greensboro, NC

Reynolda Rotary Club, Member & 2015-2016 President. Winston Salem, NC

Estate Planning Council of Winston Salem, Member & Board of Directors. Winston Salem, NC

Duke University Alumni Admissions Council, Volunteer. Durham, NC

Senior Services, Inc, Volunteer through The Connections Program, Winston Salem, NC

I'm an active member of Centenary United Methodist Church in Winston Salem, NC

Interests

  • I love volunteering through organizations like Reynolda Rotary and Senior Services Inc.
  • I enjoy watching my daughters cheer basketball & football for Elon University. Go Phoenix!!
  • One of my passions is following Duke University athletics, where I graduated from and actively participate in alumni events in the Triad.
  • I am a member of the Winston Salem Mustang Club of America and enjoy restoring my candy-apple red 1966 Ford Mustang Convertible.
  • When I am not at the office or spending time with my family, I love to work outdoors in the yard. There is nothing better than creating natural beauty!