Consolidated Planning Employee Directory

Consolidated Planning corporate office is located in 6115 Park South Dr Ste 200, Charlotte, North Carolina, 28210, United States and has 51-200 employees.

Highly Engaged Employees

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Employees by Department

Departments

Number of employees

Finance

Sales

Human Resources

Operations

C-Suite

Medical & Health

Marketing

Consolidated Planning CEO

Andrew BrincefieldPresident & Chief Executive Officer

Phone

See Profile

Key Employees of Consolidated Planning

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Consolidated Planning Global Presence

Location	People at location
North America	51-200

Index of contact profiles from Consolidated Planning

Hundreds of professionals searching for Consolidated Planning have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MT
Michael Thompson
Email Direct
Director, Retention Planning & Compensation Executive
United States , North Carolina , Charlotte

LN
Libby Nosenzo
Email Direct
Financial Representative
United States , North Carolina , Charlotte

CL
Christopher Long
Email Direct
Financial Advisor
United States , North Carolina , Charlotte

RH
Robert Holmes
Email Direct
Financial Representative
United States , North Carolina , Charlotte

WL
Waylon Lewis
Email Direct
Financial Representative
United States , North Carolina , Charlotte

LB
Lori Bayard
Email Direct
Director, Client Services
United States , North Carolina , Charlotte

GH
Gregg Helman
Email Direct
Financial Advisor
United States , North Carolina , Charlotte

EB
Evan Burkhart
Email Direct
Financial Representative
United States , North Carolina , Charlotte

WB
William Brincefield
Email Direct
Executive Vice President
United States , North Carolina , Charlotte

AC
Amy Cook
Email Direct
Administrative Director
United States , North Carolina , Charlotte

CH
Christine Howard
Email Direct
Manager, Content
United States , North Carolina , Charlotte

SK
Shelby Kale
Email Direct
Chief Marketing Officer
United States , North Carolina , Charlotte

SH
Sarah Hampton
Email Direct
Brokerage Manager and Disability Income Specialist
United States , North Carolina , Charlotte

LM
Lang MacBain
Email Direct
Registered Representative
United States , North Carolina , Charlotte

SR
Sam Renken
Email Direct
Financial Advisor & Managing Director
United States , North Carolina , Charlotte

NB
Neal Brincefield
Email Direct
Managing Partner
United States , North Carolina , Charlotte

JR
Jay Rinehart
Email Direct
Financial Advisor
United States , North Carolina , Charlotte

EB
Elizabeth Barton
Email Direct
Financial Professional
United States , North Carolina , Charlotte

LB
Lewis Burns
Email Direct
Managing Partner
United States , North Carolina , Charlotte

JW
Jocelyn Williams
Email Direct
Underwriting Team Lead
United States , North Carolina , Charlotte

AH
Anastatia Hollis
Email Direct
Manager, Digital Marketing
United States , North Carolina , Charlotte

JM
Jeff Malone
Email Direct
Managing Director. Registered Representative
United States , North Carolina , Charlotte

CB
Caroline Bergvist
Email Direct
Associate Recruiter
United States , North Carolina , Charlotte

BF
Brynne Fisher
Email Direct
Human Resource Administrator
United States , North Carolina , Charlotte

JG
Joel Gardner
Email Direct
Managing Associate
United States , North Carolina , Charlotte

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Former Employees at Consolidated Planning

Explore people who held key positions, contributed to Consolidated Planning's success, and advanced their careers.

Lisa Jenkins

Chief Librarian at Dreher High School

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Distributed Energy Sol... at MN8

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at Consolidated Planning (2024-2024)

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Renee Simpson

President, The Lake Ch... at Advanced Wealth Strate...

Worked as Financial Representative

at Consolidated Planning (2013-2018)

Direct

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Associate Vice Preside... at North Star Resource Gr...

Worked as Managing Director and Financial Advisor

at Consolidated Planning (2021-2022)

Direct

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Program Manager, Human... at MCC Label Solutions

Worked as Development Advisor & Specialist

at Consolidated Planning (2021-2021)

Direct

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Billing Operations Spe... at CoStar Group

Worked as Financial Professional

at Consolidated Planning

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Frequently Asked Questions Regarding Consolidated Planning Employees

How many employees does Consolidated Planning have?

Consolidated Planning has 51-200 employees

Who is the CEO of Consolidated Planning?

Consolidated Planning’s CEO is Andrew Brincefield

Where is Consolidated Planning located?

Consolidated Planning’s headquarters are located at 6115 Park South Dr Ste 200, Charlotte, North Carolina, 28210, United States

How do I contact Consolidated Planning?

Consolidated Planning Contact Info: Phone number: (704) 552-8507 Website: www.cplanning.com

What does Consolidated Planning do?

Founded in 1981, Consolidated Planning provides financial services. The company offers insurance, estate, business, education, and retirement planning services. With multiple locations, Consolidated Planning is headquartered in Charlotte, North Carolina.... Read More

Is Consolidated Planning a public company?

Consolidated Planning is private company therefore does not currently have an official ticker symbol

See more information about Consolidated Planning Employees