John Stevenson is a Principal of Professional Wealth Management Services LLC. A Phi Beta Kappa and summa cum laude graduate of Wake Forest University, John also studied Finance and earned an MBA from Duke University’s Fuqua...

Marilyn Nicholson is the Client Services Manager for Professional Wealth Management Services LLC. Having started her financial services career in 1985, Marilyn has seen the inner workings of diverse investment advisory, brokerage,...

Shawn Fleming is a Principal of Professional Wealth Management Services LLC and serves as the company’s Director of Planning and Operations. In this role, Shawn oversees Professional Wealth Management’s proprietary services...