Broker Check

Our Trusted Specialists

We work closely with an experienced network of fellow professionals to provide a qualified team of trusted specialists that, together, work to help address our clients’ unique financial and legal needs.

The following professionals listed are not affiliated with or endorsed by LPL Financial or Independent Advisor Alliance, LLC.  This information is provided solely as a courtesy and you are under no obligation to retain the services of the individuals listed.

Estate Attorney

Timothy W. Jones
Jones Branz & Tarsitano LLP

Board Certified Specialist in Estate Planning & Probate Law

Telephone: 800-928-7260


Gwen Hodges
James A. Lucas and Company, L.L.P.

Telephone:  919-851-4696  ext. 105

Curt Lee
C B Lee & Co.

Telephone:  919-851-2640