Broker Check

Team

 

 

Charles Stockham

Certified Wealth Strategist® Retirement Income Certified Professional® & Founder of Stockham Financial Services, Inc.

cstockham@stockhamfinancial.com

Charles is passionate about helping clients develop personal investment objectives and creating an investment plan to match those objectives. Once a plan is in place, Charles excels at ongoing monitoring and reallocating in response to...

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Jody Beene Smith

Wealth Planning Administrator

(910) 295-6606

(910) 295-8397

jbeene@stockhamfinancial.com

Jody's dedication lies in taking a holistic, personable approach when serving each one of her clients. By combining her wealth of experience in financial planning, investment strategy, trust and banking, she diligently develops...

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Maggie Barry

Director of Operations

mbarry@stockhamfinancial.com

Maggie's forte is implementing innovative technologies and systems in order to streamline processes and provide a higher level of service to client accounts. She is also responsible for ensuring that day to day operations are fully...

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