CBK Wealth Management

Advisors

Michael Kaplan, Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

Michael Kaplan

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michael Kaplan's website
Jamie Carrington, Private Wealth Advisor serving the Raleigh, NC area - Ameriprise Advisors

Jamie Carrington

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jamie Carrington's website
Nathan Brown, Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

Nathan Brown

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Nathan Brown's website
Thomas Giroux, Associate Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

Thomas Giroux

Associate Financial Advisor

Visit Thomas Giroux's website

Team

Andrea Dean

Andrea Dean

Client Service Specialist

Roles & Responsibilities

  • Client Care
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Carole Ketter

Carole Ketter

Receptionist

Personal Intro

Carole has worked in our office for over 10 years and is in the office on Tuesdays and Thursdays. Carole was born and raised in Jeannette, PA, and has lived and worked in Wisconsin, Delaware and New Jersey before settling in North Carolina in 2015. Carole and her husband, Don, have two children (twins)and six grandchildren (including triplets). Carole is an active member of Hope Lutheran Church.

Roles & Responsibilities

  • Carole provides administrative support for the CBK Team which includes scheduling meetings and answering the phones.
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