An extended family of financial professionals.

An extended family of financial professionals.

Leadership

Robert Leone
Partner & CEO

Paul O’Grady
Partner & Executive Wealth Advisor

Gus Gotsis
Partner & CEO

Duane Mercer
CFO

Gregg Guinta
President

Derek Wilkes
Chief Compliance Officer

Our Team

Featured

Client Service Associate, Accurate Advisory Charlotte

Eric Hutchby, CEPA®, CRPC®

Eric Hutchby, CEPA®, CRPC®

Managing Partner, Accurate Advisory Charlotte

Finance & Operations Coordinator

Director of PPLI

Rebecca Adamson

Rebecca Adamson

AccuratePlus Service Associate

Elizabeth Szabo

Elizabeth Szabo

Patti Parker, CFP®, CDFA®, CEP®

Patti Parker, CFP®, CDFA®, CEP®

Senior Wealth Advisor

Senior Wealth Advisor

Maxwell Azzarelli

Maxwell Azzarelli

Wealth Advisor

Front Desk Coordinator

Lou Piniella Jr.

Lou Piniella Jr.

Client Relationship Manager

Managing Partner, Accurate Advisory Charlotte

Operations Manager

Charles A. Roe, CPA

Senior Wealth Advisor

Samantha Gyeszat

Trader

Attorney

Financial Consultant

Staff Accountant

AccuratePlus Service Associate

Carole Fetterman

Carole Fetterman

Client Services

Senior Wealth Advisor

Kenneth J. McGuire, RFC

Senior Wealth Advisor

Eric Ling, CFP®

Eric Ling, CFP®

Senior Wealth Advisor

Client Service Associate

Senior Trader

Senior Wealth Advisor

Client Service Coordinator

Kyle Lonsinger, CFP®, CIMA®

Kyle Lonsinger, CFP®, CIMA®

Wealth Advisor

Nate Helms, CFP®, CIMA®, CEPA®

Nate Helms, CFP®, CIMA®, CEPA®

Senior Wealth Advisor

Schedule a complimentary conversation with one of our advisors today.

Schedule a call