THE PINES WEALTH MANAGEMENT, LLC of SOUTHERN PINES, NC is an SEC-registered investment adviser (CRD 326353). Regulatory assets under management: $485.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Howell Evans Neville | FOUNDER, PRINCIPAL AND WEALTH MANAGER | — |
| Michelle Crandall Robinson | FOUNDER, CHIEF COMPLIANCE OFFICER, PRINCIPAL AND WEALTH MANAGER; FOUNDER, PRINCIPAL AND WEALTH MANAGER | — |
| Colleen Kennedy O'Donnell | CHIEF COMPLIANCE OFFICER | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| O'DONNELL DANIEL K | CHIEF COMPLIANCE OFFICER; FUTURE COMPLIANCE OFFICER | — |
| NEVILLE HOWELL EVANS | FOUNDER, PRINCIPAL AND WEALTH MANAGER | — |
| ROBINSON MICHELLE CRANDALL | FOUNDER, PRINCIPAL AND WEALTH MANAGER | — |
| O'DONNELL COLLEEN KENNEDY | CHIEF COMPLIANCE OFFICER | — |