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Bill serves as a Senior Portfolio Manager and Relationship Manager
Bill has financial industry experience spanning over 35 years; from fixed income trading and sales to equity investment management, he has gained valuable insight into how to best serve his clients.
Prior to forming Novare Capital, Bill spent 5 years managing The Baymen Group, LLC, a hedge fund that designed and implemented quantitative trading programs in the futures markets. He also worked for 12 years with First Union Capital Markets serving individual and institutional portfolio managers dealing in a variety of products and strategies. Today, Bill is passionate about developing relationships with our clients and building portfolios that create value for individuals and families.
Bill earned his bachelor’s degree in economics from the University of North Carolina at Chapel Hill. He has worked with a number of private companies and non-profit ministries and is passionate about his community. Outside of work, Bill enjoys spending time with his family, golfing, hunting, fishing and scuba diving. He and his family are members of Uptown Presbyterian Church PCA and are involved with Brookstone Schools, Sports Friends Ministry.
Don serves as Managing Director and has over 30 years of experience in the financial industry. Prior to forming Novare Capital, Don’s extensive capital markets experience was garnered from 14 years with First Union Capital Markets. During that time, he served institutional and individual portfolio managers and advised them on a variety of portfolio strategies.
Don earned his bachelor’s degree in English from the University of the South, Sewanee and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in March 2004. He has served on numerous local boards and was previously the President of Habitat for Humanity-Charlotte and Member of Habitat for Humanity-NC. Don currently serves on the boards for Charlotte Family Housing and Sharon Towers. He is the father of two boys, a member and Elder of First Presbyterian Church serving on the Investment committee.
Bill is our Chief Optimist and Senior Advisor and founded Staton Financial Advisors, LLC, in 2000. He and his wife, Mary, began portfolio management in 1997. Bill’s passion for people motivates him to help improve their financial situation and ultimately relieve their financial stress.
As a Chartered Financial Analyst, Bill earned his MBA in Finance from The Wharton School at the University of Pennsylvania and his Bachelor’s Degree in Business Administration from UNC - Chapel Hill. Bill is often known as “America’s Money Coach®” and he launched his financial services career at Interstate Securities (headquartered in Charlotte, NC) as a securities analyst in 1971. While at Interstate, he became Director of the Equity Research Department and a member of the management team and board of directors. Bill left Interstate in 1985 to begin a stock-picking newsletter, which he published until March 2011.
An economic historian with 49 years in the financial-services industry, Bill has been profiled or quoted in the Wall Street Journal, the Washington Post, New York Times, Barron’s, Business Week, Kiplinger’s Personal Finance, Bottom Line Personal, Money magazine and interviewed on numerous radio and television shows1. He is the author of six books on investing, including his most recent, Double Your Money in America’s Finest Companies®: The Unbeatable Money-Making Power of Rising Dividends from John Wiley & Sons. Bill co-authored How to Become Financially Free on $50 a Month from Nightingale-Conant (2014); Worry-Free Family Finances (McGraw-Hill); and The $50 a Month Millionaire with his wife, Mary.
Bill enjoys personally connecting with his clients and contributing to his community. As a member of numerous organizations as a volunteer, fundraiser or board member, Bill spends his time with Opera Carolina, Boy Scouts, Balsam Mountain Preserve, Bald Head Island Conservancy, United Way, Arts & Science Council, Myers Park United Methodist Church and Sustain Charlotte. He also teaches investing at Charlotte Country Day School (since 1986) and at the Mecklenburg County Jail (since 2011).
When he isn’t working or volunteering his time, Bill enjoys walking his dog, Bianca, reading, playing tennis and making memories with his beloved family. With his wife, Mary, Bill is father to four children and step-granddad to three great kids. They enjoy traveling and experiencing new places and cultures, as well as photographing memorable moments along the way. Bill in particular enjoys jungles and swamps.
1 Novare Capital is not affiliated with these publications. While Novare Capital may use strategies mentioned in the publications, there is no guarantee that following these strategies may increase your wealth.
Whit is a Relationship Manager and provides guidance on Multi-Generational Planning issues such as wills and trusts.
With over 27 years of professional experience, Whit is passionate about providing clarity to his clients’ financial concerns and offering the education and skills they need to make informed decisions.
Prior to joining Novare Capital, Whit was a Managing Director at Stanford Group in Charlotte and was a Senior Vice President with U.S. Trust Company. He began his career as an attorney at Johnston, Allison & Hord, where he was part of the estate planning and administration practice group. Today, he addresses the needs of our clients by answering any questions or concerns they may have about estate planning and their financial picture.
Whit earned his J.D./M.B.A from Wake Forest University and his bachelor’s degree in economics from Davidson College. He holds the accreditation of CERTIFIED FINANCIAL PLANNER™ (CFP®) and is a member of the Charlotte Estate Planning Council.
Outside of his professional duties, Whit is a member of the Charlotte Sportsman’s Club and Myers Park United Methodist Church. He loves spending time with his wife, Hillary, his sons, Bennett and Andrew, and step-children, Emma and Mac. You can often find them riding bikes or cheering each other on in various sporting activities.
Anne serves as Director and Relationship Manager and provides Integrated Financial Planning Services. She is a proven financial advisor with over 30 years of experience in corporate banking and wealth management. Before joining Novare Capital, Anne spent twenty years at Wachovia She provided creative and integrated solutions for accumulating, preserving and transferring wealth to high net worth individuals, families and small business owners. She was awarded the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2003.
Anne holds a bachelor’s degree in economics from Vanderbilt University. She currently serves as board president of Good Friends Charlotte and was previously the board president for Pat’s Place Child Advocacy Center and The Mint Museum’s Women’s Auxiliary. She also served on the Arts+, formerly known as Community School of the Arts Board. Anne’s passion for her community, along with her vast financial experience motivate her to provide peace of mind to her clients at Novare Capital. She thoroughly enjoys working with multiple generations and building relationships among her clients and their families.
Anne and her husband, Carl, have two children and are members of Myers Park Presbyterian Church. They are very active in the Charlotte community, focusing on serving their neighbors in need, as well as promoting the arts and arts education. Anne enjoys exploring the world with her family as well as cooking, yoga and spending time at the beach.
Linda serves as Chief Compliance Officer, Operations Manager and Relationship Manager with Novare Capital Management.
She joined our team in 2004 and enjoys the client-centric focus of the firm. Linda graduated from the University of North Carolina at Chapel Hill with a bachelor’s degree in Business Administration. She became board certified as a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional in 2010.
Linda has two children and is an active community volunteer. She currently serves on the board of Charlotte Bike Camp and is a volunteer with Trips for Kids Charlotte. Linda enjoys many outdoor activities including cycling, fly-fishing and adventure travel.
Maggie Norris has more than 30 years of operational experience. Over her career Maggie has held a number of positions in public accounting and financial services including operational process improvement projects, customer experience enhancements, investor relations, finance, audit and assurance, merger due diligence, integration and post integration management and daily operations management.
Maggie is also active in local organizations, and currently serves on the board of the Alzheimer’s Association of Western Carolinas, member of the Van Wyck, SC Planning Commission and past President for Women Executives. Maggie graduated from Thiel College in Pennsylvania with a BA degree in Accounting and Business Administration.
Maggie has a son and they both enjoy spending time outdoors in her conservation neighborhood. She also gets her “hands dirty” cooking a new recipe, in her garden and playing ball with her Boykin Spaniels.
As a Senior Vice President, Todd has over 30 years of investment industry experience and a background in qualified plans, 401(k) and individual wealth management. Todd has worked in Charlotte with Diversified Investment Advisors, Flexible Benefit Administrators, Fisher Investments Private Client Group and Eastover Capital Management.
A native of Durham, NC, Todd holds a bachelor’s degree in business administration from East Carolina University and earned his Chartered Financial Consultant (ChFC®) designation from The American College in 2003. Todd and his wife, Sharon, have three grown children. They are members and serve as hosts of New City Church. Todd also enjoys skiing and playing tennis.
Cindi serves as a Relationship Manager and provides Integrated Financial Planning. Her goal is to help clients better understand how their money works for them, whether from an investment, estate planning or tax perspective.
Prior to working with Novare Capital, Cindi was Investment Operations Manager at Staton Financial Advisors, where she managed office work-flow to ensure that client, firm and compliance needs were met. Cindi earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2017 and is FINRA Series 65 licensed.
Cindi joined Staton Financial after six years with an independent financial planning firm in Charlotte. For 15 years prior, the focus of her career was in executive banking positions in a variety of areas – global treasury management, project management, corporate sales, and as a corporate relationship manager – at banking centers in Chicago, Los Angeles and Charlotte. Combined with her vast experience, Cindi utilizes her education from Indiana University Kelley School of Business and Trinity International University to support her clients’ needs.
Passionate about organizations that serve at-risk youth and families, Cindi has served on numerous church, school and scouting committees. She enjoys giving back to her community by working with young learners as they explore science, math and art.
As a Senior Portfolio Manager, Brian has over 20 years of portfolio management and investment analysis experience. Prior to Novare Capital, Brian was Chief Investment Officer at Eastover Capital Management. He has extensive experience in both equity and fixed income securities.
Brian earned his M.B.A from Wake Forest University, and a B.A. in Business Administration from Furman University. He was awarded the designation of Chartered Financial Analyst (CFA®) in 2000. Brian and his wife, Tricia, have two children and are members at Myers Park Presbyterian Church. He enjoys playing tennis and golf.
Brando serves as a Portfolio Manager and Analyst. Prior to joining Novare Capital in 2017, he worked in varying capacities for both retail and institutional clients. While in Ohio, he co-managed $6.5 billion in assets for mutual funds, government entities and families. Brando has over 13 years of experience in the investment industry helping build investment portfolios for clients. His expertise spans portfolio construction, security selection, manager due diligence, asset allocation and evaluating alternative assets.
Brando graduated from Xavier University with a dual major in finance and entrepreneurial studies while also a member of the men’s soccer team. He was awarded the Chartered Financial Analyst (CFA®) designation in 2011. Brando and his wife live in Dilworth with their three children. He enjoys spending time outdoors with his family and volunteering with a number of organizations focused on enriching people’s lives.
John serves as a Relationship Manager with over 14 years of industry experience and extensive knowledge in financial planning and asset management. John believes planning should be about delivering peace of mind to the clients he works with. His passion for easing his client’s anxiety is what motivates him to diligently provide guidance through cash flow planning, retirement planning, and portfolio management.
With a business degree from Elon University and an MBA from Wake Forest, John is passionate about continued learning. From retail brokerage operations to options trading and wealth management, he has experience in the financial industry and our team appreciates his confidence and ease with which he communicates with clients. He holds the accreditation of CERTIFIED FINANCIAL PLANNER™ (CFP®) and is a member of the Financial Planning Association of Charlotte.
When away from the office, John enjoys spending time with his wife Anna, and their three young children: Clara, Julia and Grace. Since John grew up in the foothills of North Carolina, he enjoys taking his family to the NC mountains whenever possible. John also enjoys reading, listening to podcasts and music, watching sports and chasing their kids around the house.
James serves as a Research Analyst on the Novare Capital Management team and has over 14 years of investment analysis experience, including sell side equity research and investment manager research. Prior to joining Novare Capital, James was an Associate Analyst at Stifel Nicolaus, where he researched and analyzed equities in the government technology industry, and was a Research Analyst at Legg Mason, conducting research and due diligence on investment managers and mutual funds.
James earned his bachelor’s degree in economics from Trinity College in Hartford, CT. He was awarded the designation of Chartered Financial Analyst (CFA®) in 2007 and enjoys finding the best investment solutions for his clients. With a passion for building relationships, James interacts with clients in person or over the phone to answer questions regarding portfolio holdings or investment strategies.
Outside of the office, James enjoys spending time with his wife, Katie, and their three children: Russell, Hallie and Georgia. They love taking road trips as a family to the beach or the mountains and attend Carmel Baptist Church. James enjoys playing tennis and racquetball and can often be found on the court.
Mitchell serves the Washington, D.C. metro region as a Vice President, Relationship Manager with nearly 10 years of industry experience and extensive knowledge in financial planning and asset management.
Mitchell believes all aspects of financial well-being begin with proper financial planning. Mitchell works with individuals, families and institutions to create unique, individualized financial plans that work toward achieving key financial goals and aspirations. Through his intent goal-based process, Mitchell spends the majority of his time with his clients developing and implementing unique and comprehensive financial plans and being their primary point of contact for all of life’s many milestones.
Mitchell is currently pursuing an MBA from Johns Hopkins University as a Presidential Scholar. His concentrations include financial markets and health care. Mitchell also received his BA with honors from Francis Marion University.
Mitchell and his family reside in the charming neighborhood of Park View in Washington, D.C. In his free time, Mitchell enjoys spending time with his wife Dobrina, and their two year old son Harry.
Alex serves as a Relationship Manager with nearly a decade of financial planning and relationship management experience. He believes that all clients should have a written financial plan whether they are in the early stages of saving, approaching retirement, or looking to utilize their assets throughout their retirement years. He is passionate about providing peace of mind through strategic cash flow and retirement plans.
Prior to joining Novare, Alex spent the majority of his career constructing and implementing financial plans for High Net Worth clients at Fidelity Investments in New York City. Alex holds a Bachelor of Science degree from Wake Forest University and earned the Certified Financial Planner designation in 2015 to take his practice to the highest level.
A native New Yorker, Alex enjoys spending time outdoors with his wife Lauren. He can also be found on the golf course or exploring the Dilworth community.
Alex serves as a Service Associate. He is a Charlotte native who graduated from UNC Charlotte Cum Laude with a Bachelor of Science degree in political science. He is currently pursuing the CERTIFIED FINANCIAL PLANNER™ Certification from NYU.
Prior to joining Novare Capital, Alex served as director of operations for Carolina Moldings and as a retirement specialist at Vanguard.
Outside of the office, Alex enjoys spending time with his wife Allie, their son Elliott and Australian Shepherd, Cassie. They attend Christ Central Church. Alex loves playing all sports, especially basketball and is a board game connoisseur and charcuterie and cheese board lover.
Lauren serves as an Investment Officer and began her financial services career with Staton Financial Advisors in 2016. She is FINRA Series 65 licensed and supports trading, client services and portfolio management within her daily duties. Lauren also gained experience as an intern with Staton Financial while a student at the University of North Carolina Wilmington. She is passionate about serving others and helping to lessen any financial worries they may have.
Lauren graduated cum laude from the Cameron School of Business at UNCW with a B.S. in Business Administration with a concentration in Finance. Not only did she graduate with honors, she also excelled in numerous leadership roles including membership on the CFA Institute Research Challenge Team and as Fund Manager and Equity Analyst on the UNCW Seahawk Investment Management Team.
Lauren, a Charlotte native, is a member of Sharon United Methodist Church. She is also a member of the Charlotte South Rotary Club, where she serves as Treasurer of the Charitable Foundation Board.
In her spare time, Lauren enjoys traveling, yoga, kickboxing, spending time with family and volunteering with her church and Rotary.
Jen serves as a Service Coordinator. She is a US Army Veteran and has over 27 years of experience in the financial services industry. Her experience includes Private Wealth Management, Securities Trading, Mortgage Lending, and Employee Training. Prior to joining Novare Capital, Jen was a Senior Client Account Manager with TalentBridge serving the largest independent broker/dealer in the country. Prior to that she worked on the Charlotte Private Wealth Management Team at Sun Trust for over 8 years.
Jen is the mother of two daughters, and she enjoys watching them excel in their numerous sports activities including softball, soccer and cheerleading.
Jessica serves as a Service Associate. She graduated from University of North Carolina at Wilmington from the Cameron School of Business with a BA in Marketing Strategy and a minor in sociology. She was a member of the honors college.
Her past experience includes sales and recruiting and working for Vanguard as a brokerage investment professional. She obtained her Series 7 and 63 licenses and found a passion working in the wealth management field. Jessica has been recognized for her remarkable customer service and unwavering positive attitude in her professional career.
In her free time, Jessica writes a lifestyle blog and works on home improvement and DIY projects. She loves spending time with her extended family and often takes day trips to the mountains to hike with her husband Mack and their Pomeranian, Prince.
Shelley’s attention to detail and passion for helping people with their individual needs are a few of the many things people appreciate about her. She has over 10 years of financial experience and is truly a valued member of our team.
Shelley plays an important role as our Assistant Vice President of Finance and assists with answering administrative questions as well as prioritizing client service. She earned a bachelor’s degree from the University of North Carolina at Chapel Hill and is also a Certified Health Coach.
Outside of the office, Shelley is passionate about health and wellness, golfing, reading and cooking. A proud mother of two boys, Shelley and her family are active members at Myers Park United Methodist Church.