Wealth is open-ended. So, we help individuals pursue what’s most important to them. Our team is proud to offer a breadth of financial experience with outstanding service to every client. We work collectively to help you plan to achieve your goals and help you meet your financial future with more confidence and the freedom to enjoy life on your own terms.

Our advisors

Jeff Mc Claugherty, Private Wealth Advisor serving the Raleigh, NC area - Ameriprise Advisors

Jeff Mc Claugherty

CRPC™

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Jeff Mc Claugherty Visit Jeff Mc Claugherty's website
Jason Curfman, Financial Advisor serving the Raleigh, NC area - Ameriprise Advisors

Jason Curfman

CFP®, APMA™

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Jason Curfman Visit Jason Curfman's website


Our team

Michelle Madlala

Michelle Madlala

Client Service Manager,

Business Development Manager

Roles & Responsibilities

  • Licenses: FINRA Series 7 & 63
  • NC Notary
  • Over 25 years of financial industry experience
  • Responsible for client experience, overall operations of the office, and execution of all marketing events.
  • Ameriprise Employee since 2011
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Stacey Wiley

Stacey Wiley

Administrative Assistant

Campbell Sallean

Campbell Sallean

Intern

Zidane Madlala

Zidane Madlala

Operations Specialist