Providing sound investment strategies for families, individuals and businesses in Eastern North Carolina since 1999.
Contact us today at 866-333-7339
Providing sound investment strategies for families, individuals and businesses in Eastern North Carolina since 1999.
Contact us today at 866-333-7339
Since 1999, I have been helping families and businesses make smart financial decisions. I strive to be a resource to my clients by providing professional insight and guiding them through life's financial goals and obstacles. My only allegiance is to the clients and families that I serve. My clients' best interest always comes first.
Raised among the tobacco fields of Nash County, NC John has spent his entire life in Eastern North Carolina. He came from a long line of small business owners and entrepreneurs and serves others with an emphasis on quality and the value of hard work.
John splits his time between the Outer Banks and Greenville, NC. In his spare time, he enjoys road course racing his classic Mazda, home improvement projects, and spending time with friends and family.
I got my start with large financial institutions and working as an advisor in banks. As these banks grew and the names started changing, I saw their focus drift away from the needs of clients and it became more about the bottom line. I knew there was a better way to serve my clients. That is why Seagate Advisors was formed.
Seagate established a culture based on integrity, independence and objectivity that allows us to focus on what is best for our clients. As a boutique wealth management firm we can offer personalized, face to face service. Our independence allows us the flexibility to provide an unparalleled level of service.
We are looking for clients that we can deliver value to--with both financial planning and asset management on a long term basis. Our advisors work with serious long term investors that value a strategic approach to investments and total transparency in the investment process.
If you are an investor with a time horizon of 5 years or longer and investable assets of $100,000 or more, we are able to provide the following services:
Advisory or Fee Based Investment Solutions
Individual Retirement Accounts
Retirement Planning
401k rollover service
Guaranteed Income Solutions
Long Term Care Planning Strategies
Life Insurance and Succession Planning
Disability Insurance
We do not provide:
Individual Stock Research
Tax Preparation
Legal Advice
Investments in Cryptocurrency or Cannabis companies
Major Medical/Health Insurance
Paper stock certificate processing
Commodities/Options/Margin Trading
Short Selling strategies
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 80,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
When Seagate Advisors was formed, we sought out a partner that would allow us to offer comprehensive financial strategies while remaining objective. LPL Financial is one of the nation's leading financial services companies and is publicly traded under the ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.
Seagate Advisors clients can access up-to-date account information using LPL Financial's AccountView System
LPL Research's Midyear Outlook 2020 provides our updated views of the pillars for investing--the economy, bonds and stocks.
Check the background of investment professionals associated with this site on FINRA’s Broker Check.