Our Advisors

C Theodore Hicks II

C Theodore Hicks II

Private Wealth Advisor

Our Staff

Athea Nelson

Athea Nelson

Practice Manager
Paraplanner
More about me...

Contact

athea.m.nelson@ampf.com

919.851.5500 Ext. 1002

Personal Intro

Assistant to Theodore Hicks since 2004.

Qualifications

  • Methodist College - AA in Business Admin
  • General Securities Registrations - Series 7, 65 & 66
  • NC Life, LTC and Accident & Health Insurance Licenses

Roles & Responsibilities

  • Account Service & Inquiries
  • General Administration & Processing
  • Money Movement & Investment Transactions
  • NC Notary
Nancy Blanchette

Nancy Blanchette

Office Manager
More about me...

Contact

nancy.blanchette@ampf.com

910.692.5917 Ext. 1001

Personal Intro

New England Transplant

Qualifications

  • Series 7, 63, & 66

Roles & Responsibilities

  • Trading
  • Client Service
  • Marketing
Patricia Lindsay

Patricia Lindsay

Financial Planning Assistant
Client Service Coordinator
More about me...

Contact

patricia.lindsay@ampf.com

919.851.5500 Ext. 1009

Qualifications

  • Bachelor of Science, Finance (History minor), May 1993 from Virginia Polytechnic and State University

Roles & Responsibilities

  • Financial Planning Case Preparation & Analysis
  • Collaboration with Clients' Accountants, Estate Attorneys, etc.