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Wrong Mary Rinehart?

Mary C. Rinehart

Chief Executive Officer

Rinehart & Associates

HQ Phone:  (704) 374-0646

Email: r***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Rinehart & Associates

521 East Morehead Street Suite 580

Charlotte, North Carolina,28202

United States

Company Description

Rinehart & Associates is the oldest Fee-Only investment advisory firm in the Charlotte area. Since our founding, our client base has grown nationally. Throughout this time, we have always been committed to providing unbiased advice, unique to every client. By ...more

Web References(43 Total References)


LEADERSHIP – Rinehart Wealth and Investment Advisory

rinehartwia.com [cached]

Mary C. Rinehart, CFP
Mary C. Rinehart, CFP Chairwoman


Investment Managers

www.rinehartwealthmanagement.com [cached]

Mary C. Rinehart
Mary C. Rinehart, CFP® Chairman and Portfolio Manager A native of Charlotte, Mary started the firm as First Personal Financial Services Inc. in 1985 and later changed the name to Rinehart & Associates, now Rinehart Wealth Management. She received her undergraduate degree in European History from Sweet Briar College in 1961 and took additional business courses at Queens University in the 1970s. She has been a Certified Financial Planner™ Certificant since 1988. She has served as President of the local chapter of the Institute of Certified Financial Planners (ICEP) and is a Sustaining Member of the National Association of Personal Financial Advisors (NAPFA). Mary recently served on the Board of the Madeira School in McLean, Virginia and is presently Chair of the Development Committee of the Dilworth Center. She is a member of the Women's Impact Fund, a special program of Foundation for the Carolinas, and is Chair of the Bishop's Committee of All Saints Episcopal Church in Linville, North Carolina. She is also Chair of the Investment Committee of the Foundation of Christ Episcopal Church in Charlotte. Mary is also a past President of the Boards of Wing Haven and the Randolph Center for Chemical Dependency, as well as a past Treasurer of the Junior League of Charlotte. Brittany brings seven years of investment management experience to Rinehart. Prior to joining Rinehart, Brittany was a Family Investment Officer with GenSpring Family Offices, a multi-family office owned by SunTrust Bank in Charlotte, NC, serving as the first point of contact for ultra-high net worth families and advising on complex investment portfolios.


Investments

www.rinehartassociates.com [cached]

Mary C. Rinehart, CEO & Chief Investment Officer
Mary started the firm as First Personal Financial Services Inc. in 1985 and later changed the name to Rinehart & Associates. She received her undergraduate degree in European History from Sweet Briar College in 1961 and took additional business courses at Queens University in the 70's. She has been a Certified Financial Planner™ Certificant since 1988. She has served as President of the local chapter of the Institute of Certified Financial Planners (ICEP). She is a Registered Advisor of the National Association of Personal Financial Advisors (NAPFA) and is a Registered Investment Advisor with the Federal Securities and Exchange Commission.


Mary C. Rinehart, CFP – Rinehart Wealth and Investment Advisory

rinehartwia.com [cached]

Mary C. Rinehart, CFP
Mary C. Rinehart, CFPChairwoman A native of Charlotte, Mary started the firm as First Personal Financial Services Inc. in 1985 and later changed the name to Rinehart & Associates, now Rinehart Wealth Management. Mary has served her clients in all roles throughout her career at Rinehart, as Financial Advisor, as Investment Manager, as CEO and Chief Compliance Officer, but most importantly as friend, confidante and trusted adviser. Mary started the firm after seeing her father's New York City municipal bonds default and received an early education on financial planning and investment management as she took over supervising her parents' financial affairs, including multi-faceted investment portfolio, real estate and trusts. She saw the lack of individualized advice and service in Charlotte and founded her firm to provide financial help to individuals and families. Her emphasis has always been to have a core foundation of trust and transparency. Mary pursued her CFP®, delved into the world of investments and made a commitment to never sell any financial products, by making the firm one of the first providers of Fee-Only wealth management services in Charlotte. Mary is the constant supporter of these endeavors and has been involved in numerous organizations throughout her illustrious career including serving on the Board of the Madeira School in McLean, Virginia, chairing the Development Committee of the Dilworth Center and others. Mary has been quoted in a variety of local and national publications including the Wall Street Journal, the New York Times, Forbes, Business Week, the Charlotte Business Journal and Charlotte Observer.


Sandy Carlson, CFP, CPA, CDFA – Rinehart Wealth and Investment Advisory

rinehartwia.com [cached]

Mary C. Rinehart, CFP


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