Plancentric Financial Group Employee Directory

Plancentric Financial Group corporate office is located in 6235 Carnegie Blvd, Charlotte, North Carolina, 28211, United States and has 1-10 employees.

plancentric financial group

plancentric financial group - northwestern mutual

plancentric financial group - northwestern

Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Marketing

Key Employees of Plancentric Financial Group

Mary Holdorf
Chief Operating Officer
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Plancentric Financial Group Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Plancentric Financial Group

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Contact Name

Contact Info

Job Title

HQ Location

Mary Holdorf
Email Direct
Chief Operating Officer
United States , North Carolina , Charlotte

CB
Charlotte Boughman
Email Direct
Director Of Insurance
United States , North Carolina , Charlotte

AW
Allen Wagner
Email Direct
Private Wealth Advisor
United States , North Carolina , Charlotte

CB
Caitlin Beringer
Email Direct
Director, Marketing
United States , North Carolina , Charlotte

RS
Ryan Saunders
Email Direct
Founder & Private Wealth Advisor
United States , North Carolina , Charlotte

GO
Greyson Owens
Email Direct
Financial Planning Analyst
United States , North Carolina , Charlotte

MC
Michelle Coleman
Email Direct
Wealth Management Associate & Advisor
United States , North Carolina , Charlotte

CM
Clint Martin
Email Direct
Financial Advisor
United States , North Carolina , Charlotte

SJ
Sydni Jacobs
Email Direct
Financial Associate & Representative
United States , North Carolina , Charlotte

JH
Jonathan Harris
Email Direct
Private Wealth Advisor
United States , North Carolina , Charlotte

Former Employees at Plancentric Financial Group

Explore people who held key positions, contributed to Plancentric Financial Group's success, and advanced their careers.

Gaelin Griffith

Manager, Audit at TD

Worked as Financial Associate & Representative

at Plancentric Financial Group (2019-2020)

Direct

Haley Stone

Licensed Insurance Age... at Progressive

Worked as Financial Associate & Representative

at Plancentric Financial Group (2021-2022)

Direct

Sawyer Watson

Financial Advisor at Merrill

Worked as Research Analyst

at Plancentric Financial Group (2024-2024)

Direct

Mask Content

Director, Major Gifts at Charlotte Christian Sc...

Worked as Financial Associate & Advisor

at Plancentric Financial Group

Direct

Mask Content

Director, Corporate St... at Equitable

Worked as Financial Services Intern

at Plancentric Financial Group (2019-2020)

Direct

Mask Content

Consulting Senior Anal... at Accenture

Worked as Financial Planning Analyst

at Plancentric Financial Group (2021-2022)

Direct

Explore More

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Frequently Asked Questions Regarding Plancentric Financial Group Employees

How many employees does Plancentric Financial Group have?

Plancentric Financial Group has 1-10 employees

Who are Plancentric Financial Group key employees?

Some of Plancentric Financial Group key employees are Mary Holdorf

Where is Plancentric Financial Group located?

Plancentric Financial Group’s headquarters are located at 6235 Carnegie Blvd, Charlotte, North Carolina, 28211, United States

How do I contact Plancentric Financial Group?

Plancentric Financial Group Contact Info: Phone number: (704) 442-4475 Website: www.plancentricfinancial.com

What does Plancentric Financial Group do?

Plancentric Financial Group, based in Charlotte, NC, is an office of Northwestern Mutual that specializes in comprehensive financial planning and investment management. They utilize creative strategies and extensive experience to assist families and businesses in building, protecting, and transferring wealth. Their target clients include successful... Read More

Is Plancentric Financial Group a public company?

Plancentric Financial Group is private company therefore does not currently have an official ticker symbol

See more information about Plancentric Financial Group Employees