Our Team

WEALTH MANAGEMENT of the CAROLINAS, prides itself on providing quality products and superior service to every client of the firm. Our primary focus is always to enhance and, ultimately, preserve both our client's wealth and their estates within each individual situation. Our ability to achieve strong business results in the face of changing economic times is a tribute to the resiliency of our thorough planning methods - helping clients adjust, reshape financial priorities, and move ahead.

Rodney Harris

Chief Investment Strategist

 

Rodney is the President and Founder of  WEALTH MANAGEMENT of the CAROLINAS, which takes pride in being a part of their client’s dreams – at all levels of their lifespan and business cycle – this shows in the effort Rodney’s firm exerts every day on behalf of those individuals, families and businesses. 

 

Rodney is a financial professional who works with both individuals and families in the areas of Retirement and Estate Planning. His primary focus is always to enhance and, ultimately, preserve both his client’s wealth and their estates within each individual situation. His ability to achieve strong business results in the face of changing economic times is a tribute to the resiliency of his thorough planning methods – helping clients adjust, reshape financial priorities, and move ahead.

 

Rodney has received national recognition as a qualified member of the Million Dollar Round Table, Court of the Table, and Top of the Table. For more than 89 years, the Million Dollar Round Table has honored the very best individuals in the financial services profession from around the world. Only a small percentage in our industry ever meets this benchmark of outstanding performance and service to clients.

 

With the interests of his clients in mind, he has pursued new growth in the areas of estate analysis and charitable giving, and has completed the Life Underwriters Training Council’s Meeting Client’s Needs, Business Continuity, and Foundations of Estate Planning. Rodney works hard to make important contributions to the betterment of his client’s financial status and to the success of their businesses.

 

With many years of experience, knowledge, and dedication to serving the needs of retirees and those nearing retirement, Rodney is a skilled financial professional who utilizes the latest estate planning techniques to design and implement personalized strategies that can help to reduce financial risk, lower taxes, avoid probate, and protect assets from nursing home costs through the use of various insurance products.

 

He is a member of the Southern Piedmont Better Business Bureau, National Association of Insurance and Financial Advisors (NAIFA), Charlotte Association of Insurance and Financial Advisors, and the International Association of Registered Financial Consultant.

 

Rodney and his wife, Amber, live in Cabarrus county and are proud parents to their son, Barrington. In his spare time, Rodney enjoys golf, the Carolina Panther football games, and spending time with his family.

Mitchell Beatty

Financial Professional

 

Mitchell Beatty is a financial professional with Wealth Management of the Carolinas and has over 20 years of experience, knowledge, and dedication serving the needs of pre-retirees and retirees. Mitchell is a skilled financial professional, applying the latest estate planning techniques to design and implement personalized strategies that can help to reduce financial risk, lower taxes, avoid probate, and protect assets in retirement through the use of various insurance products. Mitchell credits his success to always treating others the way he would like to be treated and always trying to make a positive difference in the lives of his clients.

 

Mitchell graduated from Wingate University with a Bachelor of Science in Business Administration.  Mitchell is a member of the Better Business Bureau and enjoys regular worship services at Elevation Church.  He is also a member and award recipient of the Million Dollar Round Table, an independent association of leading life insurance and financial services professionals who demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. 

 

Mitchell has been married to his beautiful wife Donna for 26 years.  They are both natives of North Carolina and the proud parents of their daughter Michaela, who is currently a junior at Catawba College.  Mitchell is an avid golfer and skier who also enjoys traveling, meeting new people and staying in shape at the local YMCA.

Keith Riley

Financial Professional

 

Born, raised, and continuing to reside in Cabarrus County, Keith Riley has nearly two decades of experience in the financial services industry and has spent his career helping boomers and seniors save and invest for their financial goals and retirement needs.

 

Keith takes pride in having protected and provided strong financial advice for his clients through some of the worst market corrections of the history of the stock market. He makes it his goal to ease the financial concerns his clients face up to, and throughout retirement.

 

Keith’s goals as an advisor for his clients are communication, honesty, ability to understand their needs, a strong philosophy and approach, ongoing monitoring, and performance track record. This approach is unique to each client and therefore focuses on two main goals: making sure clients know the importance of protecting their financial assets, and utilizing a unique and more customized specific three-step process to plan, protect, and preserve his client’s life savings and also help his valued clients reach their retirement. Keith’s goal is to exceed your expectations.

 

With the interest of his clients in mind, Keith completed the Certified Financial Planner (CFP ® ) curriculum at Queens University in Charlotte NC. Keith developed his investment management acumen starting in 2001 with St. Louis brokerage firm Edward D. Jones. He later became an independent advisor representative with Linsco Private Ledger (LPL) and now is an integral part of Wealth Management of the Carolinas, Inc.

 

Keith graduated from East Carolina University in Greenville, NC with a B.A. in Public

Relations and minor in Business. When Keith is not working he enjoys spending time with his wife Janna and their two wonderful children, Julia and Baron, staying physically fit through exercise, and playing the guitar. Keith and his family reside in Concord, NC.

 

“We see our role as helping people make well–informed decisions about their investments and retirement plans, providing them with greater financial independence, and peace of mind.” -Keith Riley

LuAnn Barnes

Investment Advisor Representative

 

LuAnn joined the firm in 2012 and is an Investment Advisor Representative and Executive Assistant.  She brings a wealth of experience and knowledge with over 18 years in the financial services industry.  Helping people is truly LuAnn’s passion.  LuAnn strives to offer superior client services through attention to detail, good listening skills and great empathy.  She also provides administrative support to Mitchell Beatty. 

 

A graduate of the University of North Carolina at Charlotte where she received her BS in Accounting, LuAnn holds her Series 65 registration.  In addition, she is licensed with the state of North Carolina to offer Life, Health and Long-Term Care Insurance.  

 

LuAnn is an active life-long member of Mount Moriah Lutheran Church and enjoys volunteering in her community.  LuAnn and her husband Alvin are Rowan County natives and proud parents of their three children, Meredith, Holly and Dalton.

The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products,  specifically risk based products like life insurance, disability and long term care. Annual qualification requirements include demonstrating a set annual production requirement and agreeing to a code of ethics, but is not based on client experience or performance. For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/membership/requirements/.  Membership in no way constitutes an endorsement from Million Dollar Round table or any client. To qualify for top of the table a member must demonstrate annual commission of six times the base requirement. To qualify for court of the table a member must demonstrate annual commission of three times the base requirement.

ABOUT US

WEALTH MANAGEMENT of the CAROLINAS, prides itself on providing quality products and superior service to every client of the firm. Our primary focus is always to enhance and, ultimately, preserve both our client's wealth and their estates within each individual situation...

OUR SERVICES

CONTACT US

1028 Lee-Ann Drive, Suite 220

Concord, NC 28025

 

Phone: 704.782.7233

Fax: 704.782.7309

Email: wmcservice@windstream.net

J.W. Rodney Harris and LuAnn Barnes are Investment Advisor Representatives with Investment Advisory Services offered through Brookstone Capital Management, LLC, an SEC Registered lnvestment Advisor. Mitchell H. Beatty and P. Keith Riley are licensed insurance professionals.  Wealth Management of the Carolinas and Brookstone Capital Management, LLC are not affiliated.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Information provided is not intended as tax or legal advice, and should not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.

Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial  strength and claims paying ability of the issuer.

© 2019 Wealth Management Of The Carolinas, LLC. All Rights Reserved.