rbcwealthmanagement.com

Important information
Sign in

Debunking debt disaster

Heritage Wealth Group

Home
About
- The RBC Wealth Management difference
- Client experience
Meet the team
- About our team
Wealth management approach
Insights
Contact

- rbcwealthmanagement.com
Sign in Important information
Home
About
- The RBC Wealth Management difference
- Client experience
Meet the team
- About our team
Wealth management approach
Insights
Contact

This blog is no longer available. Click here to go back to the Blog page

Disclosures

Read additional advisor disclosures.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Heritage Wealth Group

Phone: 864-455-4801

Stephen Hall

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 864-255-4802

John H. Stephens Jr., AWM, CFA

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 864-255-4803

Samuel Reese III, CEPA®, CFP®, CIMA®

Vice President - Financial Advisor,
Portfolio Manager - Portfolio Focus

Phone: 864-255-4807

Ann Clarke

Investment Associate

Phone: 864-255-4801

Jennifer Barefield

Client Associate

Phone: 864-255-4806

Address

Charlotte
6000 Fairview Road, Suite 500
Charlotte, NC 28210
View on map

Privacy & Legal

Privacy & security
Legal & disclosures
Terms & conditions
Business continuity plan
Statement of Financial Condition
Advertising and cookies

Royal Bank of Canada Website, © 2009-2025
© 2025 RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE / FINRA / SIPC