Advisors

Scott has been advising clients since 1998. Scott manages the Baird office in Winston Salem, but his primary focus is on helping clients in the capital allocation process and investment manager research. Scott earned his BS in...

Jeff began his career in Financial Planning in 2000. He received his CERTIFIED FINANCIAL PLANNERTM certification in 2005 and his CERTIFIED PRIVATE WEALTH ADVISOR® designation in 2013. His primary focus is helping clients identify their...

Karver joined The Wray Trollinger Bolton Edwards & Shore Group in 2014. He focuses on understanding clients' needs and goals and then developing financial plans in accordance with these priorities. Prior to Baird, Karver was a mental...

Stephen joined the Wray Trollinger Bolton Edwards & Shore Group in January 2018. After growing up in Asheville, NC, Stephen graduated with a degree in Economics and Entrepreneurship from Wake Forest University in 2010; Stephen worked...

Richard joined The Wray Trollinger Bolton Edwards & Shore Group in January 2020. He is dedicated to understanding and caring for the details of clients’ personal financial decisions, while remaining resolutely focused on the big...