Our advisors

C Theodore Hicks II

C Theodore Hicks II

Private Wealth Advisor

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Our team

Athea Nelson

Athea Nelson

Practice Manager,

Paraplanner

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
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Patricia Lindsay

Patricia Lindsay

Financial Planning Assistant,

Client Service Coordinator

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.
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