Holly is a native of South Carolina and grew up in Hendersonville, NC. She is a graduate of Erskine College with a Bachelor of Science degree in Business Management and an emphasis in Accounting. She received her MBA from Winthrop University. Holly’s background includes over 20 years in hospitality management with 15 years as vice […]
Meet Emma Melton, Practice Manager of our Wilmington and New Bern locations! Emma helps clients onboard with MMC and assists the company in all realms of operations.✔️Emma attended UNCW studying Finance, and was awarded the outstanding graduate of her class – go Seahawks!If you want to know what’s most important to her, it’s her family, […]
Meet Adam, Manager of Investment Operations! Adam assists clients and advisors on implementing investment accounts and financial plans to best suit their wants and needs. Originally from the Hudson Valley in New York, he is happy to call Chapel Hill home and is housed out of our Chapel Hill location. He enjoys watching sports with […]
Meet Melanie, Managing Partner for our MMC Insurance Group! Melanie joined us with over 15 years in the insurance industry! She is passionate about volunteering and supporting her local community in Carolina Beach. Melanie is the Planning and Zoning Commissioner for the Town of Carolina Beach, a member of the Police Advisory Committee, and volunteers […]
Some of the MMC Team brought their golf skills and their giving mindset to support Pleasure Island Habitat on Friday for their Charity Golf Tournamnent.Thank you to all of the awesome sponsors and players for showing up and supporting!
Travis is a member of our MMC Insurance Group! He has been in the financial services industry for five years and comes from a background with the Sheriff’s Department! His passion for helping others allows him to find the right insurance products to best fit his client’s needs. Travis enjoys spending time with his family […]
Meet Blake, one of our founding partners. Blake brings 17 years of experience in the financial advising industry and no signs of slowing it down! Blake along with his wife, Holly, and boxer Frank moved to Wilmington this year to help grow and develop MMC in North Carolina, while maintaining his well established Greenville, SC […]
Meet David aka Crispin! He is one of our founding partners and comes from many years in the industry! His passions include serving Physicians, Faculty Members, and Business Owner clients.David is a CERTIFIED FINANCIAL PLANNER™ and Chartered Special Needs Consultant so he is able to bring a vast variety of knowledge to our team! He’s […]
Geoff is one of MMC’s founding partners and has been building his practice for over 10 years. Hometown: New Bern, NC College: NC State University (Go Wolfpack!) Coolest Vacation: Team trip to Jamaica Hobbies: Basketball, golf, hunting, and offshore fishing! Did you know – Geoff was valedictorian of his high school class, WOW!