Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

close

Team photo for Edgeworth Capital Group
Team photo for Edgeworth Capital Group

View Larger


Our advisors

Advisor photo for Douglas H Smith

Douglas H Smith

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Douglas H Smith Visit Douglas H Smith's website
Advisor photo for Jeff Bercaw

Jeff Bercaw

MBA, AAMS®, APMA®

Financial Advisor

Learn more about Jeff Bercaw Visit Jeff Bercaw's website
Advisor photo for Edwards Brawley

Edwards Brawley

Financial Advisor

Associate Vice President of Edgeworth Capital Group
Learn more about Edwards Brawley Visit Edwards Brawley's website
Advisor photo for Lester Chou

Lester Chou

ChFC®, APMA®

Financial Advisor

Chartered Financial Consultant®
Learn more about Lester Chou Visit Lester Chou's website
Advisor photo for Will Dyson

Will Dyson

APMA®

Financial Advisor

Learn more about Will Dyson Visit Will Dyson's website
Advisor photo for Kevin Gunter

Kevin Gunter

MBA

Financial Advisor

Learn more about Kevin Gunter Visit Kevin Gunter's website
Advisor photo for Julie Hucks

Julie Hucks

CLU®, RICP®, APMA®, CRPC

Financial Advisor

Retirement Income Certified Professional®
Learn more about Julie Hucks Visit Julie Hucks's website
Advisor photo for Douglas Kenely

Douglas Kenely

MBA, APMA®

Financial Advisor

Learn more about Douglas Kenely Visit Douglas Kenely's website
Advisor photo for Bradley Ross

Bradley Ross

CFP®, BFA, APMA®

Financial Advisor

Financial Planning Analyst
Learn more about Bradley Ross Visit Bradley Ross's website
Advisor photo for Jay Sharp

Jay Sharp

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Jay Sharp Visit Jay Sharp's website


Our team

Steph Angeline

Steph Angeline

Operations Director

Personal Intro

Greensboro office

View more
Christine Hucks

Christine Hucks

Executive Assistant

Personal Intro

Summerville office

View more
Michelle Luke

Michelle Luke

Client Concierge

Anna Harshaw

Anna Harshaw

Client Service Specialist

Shannon Catrell

Shannon Catrell

Client Service Specialist

Nic Kutz

Nic Kutz

Client Service Specialist

Sarah Hollingsworth

Sarah Hollingsworth

Executive Assistant

Adrienne Manning

Client Concierge

Bailey Gilbert

Bailey Gilbert

Intern

Bryce Hamilton

Bryce Hamilton

Intern