Southern Wealth Management Team
6752 Rock Spring Road
Wilmington, NC 28405
Phone: (571) 236-9200
Charles A. Chambers
Senior Vice President, Director, Southern Wealth Management
Charles Chambers has worked in the industry since 1988, leading multiple teams and financial professionals in senior leadership positions. He is a graduate of the University of North Carolina at Chapel Hill and studied Economics and Finance. Charles has a passion for his amazing community, which drives his interest in spending time volunteering with many local organizations.
1405 Benvenue Road
Rocky Mount, NC 27804
Phone: (252) 407-7844
Fax: (252) 407-7776
J. Brooks Bunting
Senior Vice President, Senior Financial Advisor, Southern Wealth Management
Investment Executive, Osaic Institutions, Inc.
Scotland Neck, North Carolina, native J. Brooks Bunting is a graduate of Appalachian State University, where he earned his Bachelor of Science in Business Administration in Marketing. He has been a Financial Advisor since 2003. Brookes and his wife, Rebecca, reside in Rocky Mount.
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, Financial Advisor, Southern Wealth Management
Investment Executive, Osaic Institutions Inc.
John Dennis has been a Financial Advisor since 1990, specializing in wealth accumulation with an emphasis in retirement planning. With his office located in Kill Devil Hills, North Carolina, he serves clients on the Outer Banks and in the Hampton Roads area of Virginia. A native of Portsmouth, Virginia, John earned a Bachelor of Science in Psychology from Randolph-Macon College in Ashland, Virginia. He also earned the designation of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the American College of Financial Services. John and his wife Norma, reside in Nags Head, North Carolina.
PO Box 868
101 W. Queen Street
Edenton, NC 27932
Phone: (252) 357-1427
Fax: (252) 482-4897
Angela H. Futrell
Assistant Vice President, Senior Wealth Associate, Southern Wealth Management
Angela Harrell Futrell is a native of Gates County, North Carolina, and has been employed in the financial industry since 2003. Angela 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). Angela resides in Perquimans County, North Carolina.
1405 Benvenue Road
Rocky Mount, NC 27804
Phone: (252) 212-5657
Eva Hagwood
Wealth Associate, Southern Wealth Management
Eva Hagwood was raised and lives in Rocky Mount, North Carolina. She has banking experience from many areas of the organization, having worked in the industry since 2003. Eva graduated from Northern Nash High School and currently attends Nash Community College. She attends Grace Reformed Baptist and is involved in Bible Study Fellowship. Eva has two children, Brooklyn and Eli. Outside of the office, she enjoys most things outdoors, from hiking and camping to kayaking. She also enjoys a good book.
4259 Winterville Parkway
Winterville, NC 28590
Phone: (252) 355-3567
Fax: (252) 355-3419
Cell: (252) 413-8997
Bill Hopkins
Vice President, Financial Advisor, Southern Wealth Management
Investment Executive, Osaic Institutions, Inc.
William H. “Bill” Hopkins, Jr. has been a Financial Advisor since 1993. A lifelong resident of Greenville, North Carolina, Bill earned a Bachelor of Science in Industrial Technology from East Carolina University. He also holds certifications of an Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning. Bill and his wife, Pamela, reside in Greenville. They have two sons, William and Mathew.
800 N. Breazeale Avenue
Mount Olive, NC 28365
Phone: (919) 658-7458
Fax: (919) 658-7138
Cell: (919) 223-2299
Rick Hughes
Vice President, Financial Advisor, Southern Wealth Management
Investment Executive, Osaic Institutions, Inc.
Rickey Hughes is a native of Alabama, has worked in the financial industry since 1996, and has been with Southern Wealth Management since 2008. Ricky is a graduate of Mount Olive College, where he earned a Bachelor of Science in Business Administration. He also served as a Sergeant in the United States Air Force for four years, and he earned a Good Conduct Medal. He is a member and past president of the Goldsboro Downtown Lions Club, serving as president in 2003 and 2017. Ricky is a member of St. Paul United Methodist Church in Goldsboro, North Carolina, where he has served as president of United Methodist Men of St. Paul; chairman of the United Methodist Men Scholarship Committee; and member of the Finance Committee. Ricky and his wife Debra reside in Goldsboro, North Carolina. They have two children: Will Hughes of Raleigh and Ginny Hughes of Goldsboro.
P.O. Box 825
506 East Main Street
Ahoskie, NC 27910
Phone:(252) 332-5161
Fax: (252) 332-8099
Frank Jones
Vice President, Financial Advisor, Southern Wealth Management
Investment Executive, Osaic Institutions, Inc.
Frank C. Jones, Jr. is a native of Cofield, North Carolina. He earned an Associate’s Degree in Civil Engineering from Wake Technical Community College and a Bachelor of Arts in Business Administration at Elon University. He was self-employed for 19 years in the investment and insurance industry before joining Southern Wealth Management. Frank and his wife, Maria, reside in Winton, North Carolina with their sons, Frankie and Harrison. He is a member of Winton Baptist Church, where he serves as a deacon.
Catherine Neal Pierce
Wealth Assistant, Southern Wealth Management
Catherine Pierce is a native of Ahoskie, North Carolina. She earned her Bachelor of Science in Early Childhood Education from East Carolina University. Catherine was previously a Pre-K teacher in Hertford County, North Carolina, and has been a Wealth Assistant with Southern Wealth Management since 2008.
6752 Rock Spring Road
Wilmington, NC 28405
Phone: (910) 679-7423
Brent E. Priddy
Senior Vice President, Financial Advisor, Southern Wealth Management
Investment Executive, Osaic Institutions, Inc.
Brent Priddy grew up in Greensboro, North Carolina, and is a graduate of the University of North Carolina at Chapel Hill with a Bachelor of Arts in Economics and Political Science. He has worked in banking and financial services since 1984, building experience in commercial banking, corporate banking, private banking, and wealth management. One of his early assignments in banking was in Wilmington, North Carolina, and he is delighted to have returned to Wilmington with Southern Wealth Management.
Brent has two adult sons and an adult daughter who live in Wilmington. He enjoys spending time with them and being in the outdoors running, biking, kayaking, and playing tennis.
403 Boush Street
Norfolk, VA 23510
Phone: (757) 446-6961
Fax: (757) 446-6997
Cell: (252) 917-4588
Corey Quattlebaum
Senior Vice President, Financial Advisor, Southern Wealth Management
Investment Executive, Osaic Institutions, Inc.
Corey D. Quattlebaum has been assisting customers with their investment needs since 1993 and has been with Southern Wealth Management since 2008. A native of Ahoskie, North Carolina, he is a graduate of Ahoskie High School, and he attended North Carolina State University, where he studied Business Management. Corey and his wife, Rhett, reside in Norfolk, Virginia. They have two daughters: Eliza and Addison. The family attends Christ & St. Luke’s Episcopal Church in Norfolk.
Phone: (252) 423-7048
Cell #: (252) 473-7088
Jason Sherwood
Senior Vice President, Senior Financial Advisor, Southern Wealth Management
Investment Executive, Osaic Institutions, Inc.
Jason Sherwood brings more than two decades 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 and 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 WaterLife Pregnancy Care Center, and he has coached high school varsity basketball as well as tee ball and soccer for local community teams. He and his family attend and serve at Manteo First Assembly of God, where his wife is the youth pastor. Jason lives on the Outer Banks of North Carolina, where he and his family enjoy the beautiful outdoors.
3201 Glenwood Avenue
Raleigh, NC 27612
Phone: (919) 788-1596, ext. 3350
Steve Snow
Vice President, Financial Advisor, Southern Wealth Management
Investment Executive – Osaic Institutions, Inc.
Steve Snow 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 four years and was stationed at Camp Lejeune, North Carolina. He has been a Financial Advisor in and around the Raleigh, North Carolina, market since 1998. Steve is committed to bringing his clients peace of mind in every aspect of their financial lives from investments and insurance (business and personal) to legacy planning and passing on generational wealth. He serves on the Investment Committee with WakeMed Hospital. He is active in his church, St. James Methodist in Raleigh, serving as Finance Committee Chair and several other committees. Steve enjoys spending time with his wife, Kim, and three sons: Patrick, Will, and Ben. His hobbies are studying military history, playing golf, and traveling.
Parker Swart
Assistant Vice President, Financial Advisor, Southern Wealth Management
Investment Executive, Osaic Institutions, Inc.
Parker J. Swart is a Financial Advisor in the Manteo, North Carolina, area. A native of Dare County, North Carolina, Parker graduated from First Flight High School in Kill Devil Hills before attending the University of North Carolina at Charlotte, where he earned his Bachelor of Science in Business Administration with a concentration in Finance.
Parker currently resides in Manteo.
Phone: (757) 446-6903
Richard Wilcox
Assistant Vice President, Financial Advisor, Southern Wealth Management
Investment Executive, Osaic Institutions, Inc.
Richard Wilcox is a native of Minnesota, where he earned a Bachelor of Science in Finance from Minnesota State University Moorhead. He earned his Master of Divinity and Doctor of Ministry from Methodist Theological School in Ohio. He has served as a pastor since 2001 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 has worked for Southern Bank for since 2013. He has four children and lives with his wife in Suffolk, Virginia. Richard maintains his CFP® and CRC® certifications.
1008 Sunset Avenue,
Clinton, NC 28328
Phone: (910) 679-7999
Cell: (919) 207-7571
Rick Wiethorn
Vice President, Financial Advisor, Southern Wealth Management
Investment Executive, Osaic Institutions, Inc.
Richard “Rick” Wiethorn is a Financial Advisor in the Clinton office. He has worked in the financial industry since 1994. For seven years, he was a Trust/New Business Development Officer. In 2001, he became a fully licensed Financial Advisor. For investments, Rick applies a solution-based approach derived from an established Client Investment ETHICAL Model.
Rick earned his Bachelor of Science in Business Administration from Indiana University of Pennsylvania. He is a graduate of Cannon Financial Institute and Bucknell’s Trust School. He is a member of the Johnston County Chapter of the Autism Society of North Carolina.
Rick and his wife, Christine, reside in Johnston County. They have three children: Eryne, Taylor, and Nicholas.
Securities, investment advisory services, and insurance products are offered through Osaic Institutions, Inc., member FINRA SIPC and an SEC-registered investment advisor. Osaic and Southern Wealth Management are independent entities.
Investments in Securities, Annuities, and Insurance: 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 Osaic’s U.S. registered representatives. Osaic Institutions, Inc. U.S. registered representatives may conduct business with residents of the states for which they are properly registered only. Please note that not all of the investments and services mentioned are available in every state.