Capital Guardian

CHARLOTTE, NC, Feb. 9, 2011/PRNewswire/ -- Capital Guardian Wealth Management in Charlotte announces the addition of two new associates, Managing Director and Branch Manager Tom Wingfield and Financial Advisor Dean Turner, CFP®. Wingfield brings more than 15 years of experience with Anderson Strudwick and Morgan Stanley Dean Witter. Turner has more than 25 years of experience with firms that include Anderson Strudwick, Merrill Lynch and IJL Wachovia. “Capital Guardian has the vision that fits with today’s modern independent advisor. The management team has an exciting, entrepreneurial spirit along with vast industry experience.” said Wingfield. He added that Capital Guardian partners with Pershing, LLC, the leader in global clearing services, to offer an open and flexible technology platform and exemplary customer service to both the advisor and the client. 

Turner added, “It is exciting to be a part of a dynamic, growing firm that offers a variety of investment solutions, along with the strong support and a state-of-the-art technology platform. Capital Guardian’s tools allow us to listen to our clients and provide them with a completely customized and tailored plan.”

“We are fortunate to add two experienced and successful financial advisors to our growing Charlotte office.  Capital Guardian is a boutique, independent firm who prospers on hiring financial advisors who can thrive on one of the best platforms in the industry.” adds Tony Montanari, CIMA®, Director of Business Development.

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