BALLANTYNE | wire
Advisers Form Blue Cardinal Wealth
Bret Urbanski, Tommy Truman, Mitch Hodgkiss, Melissa Saleeby and
Abby Kerr, financial advisers with Ameriprise Financial, recently joined
and changed the name of their practice to Blue Cardinal Wealth
Solutions, a wealth advisory practice of Ameriprise Financial Services.
The firm is located at 13830 Ballantyne Corporate Place, Suite 200.
Info: 704-916-6878 or www.bluecardinalwealthsolutions.com.
Bret Urbanski, Karen Trounson, Tommy Truman, Mary McGinnis, Melissa Saleeby, Joshua
Patterson and Mitch Hodgkiss work for Blue Cardinal Wealth Solutions.
NSC Affiliates with
a member of
is now affiliated
with Massachusetts Mutual Life Insurance Company
(MassMutual). NSC Financial was previously affiliated
with MetLife under the name MetLife Premier Client
Group of the Carolinas. NSC Financial is located in the
Woodward Building at 11215 North Community House
Road, Suite 100.
Local Chamber Meets Jan. 5
The Ballantyne Chapter of the Charlotte Chamber
of Commerce meets Thursday, Jan. 5, at Ballantyne
Country Club from 11:30 a.m. to 1 p.m. Fee: $25
in advance for members, $45 for nonmembers.
20 BALLANTYNE MAGAZINE WINTER 2016-2017