Team Charles Stockham Certified Wealth Strategist® Retirement Income Certified Professional® & Founder of Stockham Financial Services, Inc. email@example.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... Read more Jody Beene Smith Wealth Planning Administrator (910) 295-6606 (910) 295-8397 firstname.lastname@example.org 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... Read more Maggie Barry Director of Operations email@example.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... Read more Star Smith Charlotte Operations Manager (704) 366-0554 firstname.lastname@example.org With 18 years of industry experience, Star joins the Stockham Financial team with an unparalleled dedication to client-focused efforts and processes. As our Operations Manager for the Charlotte branch, Star carries out these... Read more Have a Question? Name Email Address Question Thank you! Oops!