Randy Driver

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

828-687-4103

Josh Schrader

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

828-687-4105

Elaine Jackson, APP

Senior Investment Associate

828-687-4106

Services

  • Asset Management
  • Investment Banking
  • Cash Management Treasury Services
  • Trust and Estate Services
  • Estate Planning
  • Asset Protection
  • Offshore Trust and Investment Services
  • Institutional Asset Management
  • Qualified Retirement Plans Administration
  • Credit and Lending
  • Traditional Banking Services
  • Business Succession Planning
  • Wealth Management Planning
  • Business and Commercial Banking
  • Alternative Investment Research and Management
  • Retirement Planning
  • Executive Services
  • Hedging and Monetization Strategies
  • Insurance Analysis and Planning
  • Educational Planning