TEAM WEALTH PLANNING AND MANAGEMENT, INC. of CHAPEL HILL, NC is an SEC-registered investment adviser (CRD 129807). Regulatory assets under management: $46.6M.
| Name | Role | Location |
|---|---|---|
| CARLSON AMY ELIZABETH | CHIEF COMPLIANCE OFFICER AND SECRETARY OF CORPORATION | — |
| JOHNSRUD JENNIFER ANNE | PRESIDENT | — |
| MCMANUS JR LAWRENCE FRANCIS | TREASURER/ VICE PRESIDENT | — |
| MCMANUS HANNAH PINCKNEY | VICE PRESIDENT | — |