Southern Investment Services Representatives

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Tim Wright Photo

NMLS ID: 1700768
3201 Glenwood Avenue
Raleigh, NC 27612
Phone: 919.788-1596 X-3348
Fax: 919.788.1599
Cell: 919.780.0330

Tim Wright

Director, Southern Investment Services
Program Manager, Infinex investments Inc. Located at Southern Bank

Tim Wright is a native of Raleigh, North Carolina. He attended Susquehanna University in Pennsylvania and received his Bachelor of Science in Business Administration and Marketing. He also received his Master of Business Administration degree from Florida Atlantic University. He has over 30 years of experience in the financial Services industry. Tim is very active in both the industry and his community. He serves on investment advisory boards and is a FINRA Arbitrator.  In the community, Tim’s volunteer activities include: Civil Air Patrol Pilot, NC Aquariums Diver, USA Hockey referee and coach, American Red Cross EFR Instructor, and National Park Service Volunteer Park Ranger. Tim currently resides in Knightdale, North Carolina, and has two grown children.

Cheryl Bio

3720 Virginia Beach Blvd
Virginia Beach, VA. 23452
Phone: (757) 446-9403
Fax: (757) 446-9448

Cheryl Berry

Vice President, Southern Investment Services
Investment Executive, Infinex Financial

A graduate of Syracuse University, Cheryl holds Series 7 & 66 Securities Licenses;  Life, Health, and Annuities; Also holds Property and Casualty Insurance licenses. Cheryl also formerly worked at Merrill Lynch, Bank of America and TD Bank. She has 8 years in the Financial Industry. Cheryl is a member of St. Matthew’s in Virginia Beach, Virginia; a member of Hampton Roads Black Media Professionals, and member of Black Brand (Hampton Roads Black Chamber of Commerce).

Previous Board Service Includes:
AALG Chair- United Way Greenville County, South Carolina
Board Member Urban League Young Professionals – Upstate South Carolina
Ways and Means Chair- Piedmont Deanery Diocese of Charleston
Program Chair- Black Brand (Hampton Roads Black Chamber of Commerce)

Cheryl also has volunteered as a Special Olympics Coach.

Brooks Bunting Photo

1405 Benvenue Road
Rocky Mount, NC 27804
Phone: (252) 407-7844
Fax: (252) 407-7776

J. Brooks Bunting

Vice President, Southern Investment Services
Financial Consultant, Infinex Investments, Inc.

J. Brooks Bunting is a native of Scotland Neck. He is a graduate of Appalachian State University, where he earned his Bachelor of Science in Business Administration in Marketing degree. He has been a financial advisor for the past 17 years. Mr. Bunting and his wife, Rebecca, reside in Rocky Mount.

John Dennis Photo

202 S. Croatan Hwy.
P.O. Box 2037
Kill Devil Hills, NC 27948
Office: (252) 449-4495
Fax: (252) 449-0999

John P. Dennis, CLU, ChFC

Vice President, Southern Investment Services
Financial Consultant, Infinex Investments, Inc.

John P. Dennis has 33 years of experience as a financial consultant, specializing in wealth accumulation with an emphasis in retirement planning. With his office located in Kill Devil Hills, he serves clients on the Outer Banks and in the Hampton Roads area. A native of Portsmouth, Virginia, Mr. Dennis earned a Bachelor of Science degree in Psychology from Randolph-Macon College in Ashland, Virginia. He also earned the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College of Financial Services. Mr. Dennis and his wife Norma V. Dennis reside in Nags Head, North Carolina.

Angela Futrell Photo

PO Box 868
101 W. Queen Street
Edenton, NC 27932
Phone: (252) 357-1427
Fax: (252) 482-4897

Angela H. Futrell

Customer Service Coordinator
Southern Investment Services

Angela Harrell Futrell is a native of Gates County and has been employed in the financial industry for the past 20 years. Ms. Futrell is a graduate of Ridgecroft School and she attended North Carolina State University. She earned a Life and Health License, as well as her Series 6, Series 7 and Series 63 registrations, and Series 65 (Investment Advisory Representative).  Ms. Futrell resides in Perquimans County.

1405 Benvenue Rd.
Rocky Mount, NC 27804
Phone: 252-212-5657

Eva Hagwood

Investment Services Specialist

Eva Hagwood was raised and lives in Rocky Mount. She has 20 years of banking experience from many different areas of the bank. She has two children, Brooklyn and Eli. Eva graduated from Northern Nash and currently attends Nash Community College.  Eva attends Grace Reformed Baptist and is involved in Bible Study Fellowship. Outside of the office, she enjoys most things outdoors, from hiking, camping, to kayaking. She also enjoys a good book!

Bill Hopkins Photo

4259 Winterville Parkway
Winterville, NC 28590
Phone: 252.355.3567
Fax: 252.355.3419
Cell: 252.413.8997

Bill Hopkins

Vice President, Southern Investment Services
Financial Consultant, Infinex Investments Inc.

William H. “Bill” Hopkins, Jr. has been a financial advisor for the past 28 years. A life-long resident of Greenville, Mr. Hopkins earned a Bachelor of Science degree in Industrial Technology from East Carolina University. He also holds certifications of Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning. Mr. Hopkins and his wife Pamela D. Hopkins reside in Greenville. They have two sons, William Hopkins and Mathew Hopkins.

Rick Hughes Photo

800 North Breazeale Avenue,
Mount Olive, NC 28365
Phone: (919) 658-7458
Fax: (919) 658-7138
Cell: 919-223-2299
Toll Free: 800-821-0655 X – 7458

Rick Hughes

Vice President, Southern Investment Services
Financial Consultant, Infinex Investments, Inc.

Rickey Hughes is a native of Alabama and he has 24 years of experience in the financial industry, with his past 11 years at Southern Investment Services. Mr. Hughes is a graduate of Mount Olive College, where earned a Bachelor of Science in Business Administration degree. He also served as a Sergeant in the United States Air Force for four years and he earned a Good Conduct Medal. Hughes is a member and past President of the Goldsboro Downtown Lions Club, serving as President in 2003 and 2017. Mr. Hughes and his wife Debra reside in Goldsboro. They have two children, Will Hughes of Raleigh and Ginny Hughes of Goldsboro. Mr. Hughes is a member of St. Paul United Methodist Church in Goldsboro, where he has served as President of United Methodist Men of St. Paul; Chairman of United Methodist Men Scholarship Committee; and Member of the Finance Committee.

Brian Johnson

P.O. Box 929
1008 Sunset Avenue
Clinton, NC 28329
Phone: 910-592-9005 ext. 2019
Fax: 910-592-9211
Cell: 919-427-3642

Brian Johnson

Vice President, Southern Investment Services
Financial Advisor, Infinex Investments Inc.

Brian is a 24-year veteran of the financial industry. He is licensed and experienced in long-term care, life, health, annuities, and Medicare insurance. Brian is also an Investment Advisor Representative, meaning he acts in his clients’ best interests. Since 1996, he has worked with his clients in the pursuit of three things: to protect and grow their assets, avoid unnecessary taxes, and create a stream of income they cannot outlive. Growing up in the Flowers Plantation area of Selma, he now resides just outside of Benson with his wife, April, and children, Anna Leigh and Isaac. Brian enjoys fishing, golf, spending time with his family and volunteering at his church.

Jones Frank Photo

P.O. Box 825
506 East Main Street
Ahoskie, NC 27910
Phone:(252) 332-5161
Fax: (252) 332-8099

Frank Jones

Vice President, Southern Investment Services
Financial Consultant, Infinex Investments, Inc.

Frank C. Jones, Jr. is a native of Cofield, NC. He earned an Associate’s degree in Civil Engineering from Wake Tech Community College and a Bachelor of Art degree in Business Administration at Elon University. He was self-employed for 19 years in the investment and insurance industry before joining Southern Investment Services. Mr. Jones and his wife, Maria R. Jones, reside in Winton with their sons, Frankie and Harrison. He is a member of Winton Baptist Church, where he serves as a Deacon.

Catherine Pierce Photo

336 East Main Street
Murfreesboro, NC 27855-0277
Phone: 252-398-0340

Catherine Neal Pierce

Investments Assistant

Catherine Neal Pierce is a native of Ahoskie. She earned her Bachelor of Science degree in Early Childhood Education from East Carolina University. She was previously a Pre-K teacher in Hertford County, but has been an Administrative Assistant with Southern Investment Services for the past 10 years. Ms. Pierce is a member of First Presbyterian Church of Ahoskie, where she serves as an Elder.

403 Boush Street
Norfolk, VA 23510
Phone: 757-446-6961
Fax:  757-446-6997
Cell:  252-917-4588

Corey Quattlebaum

Senior Vice President, Southern Investment Services
Financial Consultant, Infinex Investments, Inc.

Corey D. Quattlebaum has been assisting customers with their investment needs for the past 28 years, the past 15 have been with Southern Investment Services. A native of Ahoskie, Mr. Quattlebaum is a graduate of Ahoskie High School and he attended North Carolina State University, where he studied Business Management. Mr. Quattlebaum and his wife Rhett reside in Norfolk. They have two daughters, Eliza and Addison. He attends Christ & St. Luke’s Episcopal Church in Norfolk.

Jason Sherwood

704 S. Hwy 64/264
P.O. Box 236
Manteo, NC 27954
Phone: 252-423-7048
Cell #:  252-473-7088

Jason Sherwood

Financial Consultant
Investment Executive, Infinex Investments, Inc.

Jason brings over a decade of experience in both the financial and insurance service industries. Jason grew up in Chesapeake, Virginia and is a graduate of Greenbrier Christian Academy. He has an M.B.A. from Waynesburg University and a Business degree from Messiah University.

Jason specializes in working with families and businesses, focusing on serious, long-term investors, helping them make educated decisions about their finances:

Do you need help with any of the following:

  • Will I outlive my money?
  • How much do I need to retire?
  • When should I take social security?
  • What is the best way to transition wealth for generations or to my favorite charity?
  • How can I best protect my family, business or income?

Jason and his family enjoy giving back to others, including Jason’s service as president of the Cranberry Area Jaycees and president of the Manteo Rotary Club. He has been a board member of the Creative Choices Pregnancy Resource Center and he has coached high school varsity basketball at Wanchese Christian Academy. He attends the Ark Church where he and his wife lead children’s church. Jason lives on the Outer Banks of North Carolina, where he and his family enjoy the beach, surfing, and the beautiful outdoors.

Steve Snow

3201 Glenwood Avenue
Raleigh, NC 27612
Phone: 919 788-1596, ext. 3350

Steve Snow

Financial Consultant, Vice President – Southern Investment Services
Investment Executive – Infinex Investments Inc.

Steve began his financial career with Merrill Lynch in Raleigh before transferring to First Citizens Investor Services, based in Louisburg, for 19 years. For the past 7 years, Steve has worked as a Financial Consultant with Wells Fargo Advisors in Raleigh. Steve holds a bachelor’s degree in Business Management from Virginia Tech. Upon graduating, he served as an officer in the U.S. Marine Corps for 4 years. Away from the office, Steve enjoys spending time with his wife, Kim, and his three sons, Patrick, Will, and Ben. His hobbies are playing golf and travel.

403 Boush St.,
Norfolk, NC 23510
Phone: 757-446-6903

Richard Wilcox

Investment Services Specialist

Richard Wilcox is a native of Minnesota, where he earned a Bachelor of Science in Finance from Minnesota State University Moorhead. He earned his Masters of Divinity and Doctor of Ministry degrees from the Methodist Theological School in Ohio. He has served as a full-time and part-time pastor for 20 years and currently is serving as the pastor and pianist of Somerton Friends Meeting in Suffolk, Virginia. He has lived in Hampton Roads, Virginia since 2006, where he worked for Southern Bank for 7 years. He has four children and lives with his wife in Suffolk, Virginia.

Securities, investment advisory services, and insurance products offered through Infinex Investments, Inc., member FINRA, SIPC, and a SEC registered investment advisor Infinex and Southern Investment Services are independent entities.

– Not FDIC Insured
– Not Bank Guaranteed May Lose Value
– Not Guaranteed by any Government Agency
– Not a Bank Deposit

This site is designed for U.S. residents only. The services offered within this site are available exclusively through Infinex’s U.S. registered representatives. Infinex Investments, Inc. U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.