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About Us Our Company Worldwide locations Regional locations Principal® Financial Network of the Carolinas The Carolinas locations & financial professionals

The Carolinas locations & financial professionals

Principal® Financial Network of the Carolinas

North Carolina Offices
Boone

828-963-7717

Charles Canady, AWMA®, CLU®
canady.charles@principal.com
828-963-7717
Charlotte

401 McCullough Drive, Suite 210
Charlotte, NC, 28262

Larry Huelsman
huelsman.larry@principal.com
704-716-2651

Sidra Freeman
freeman.sidra@principal.com
980-235-0508

Ryan Marsh
marsh.ryan@principal.com
980-235-0505

Joel Poole, CRPC®
poole.joel@principal.com
980-235-0513

Marc A. Shepherd, CFPC®
mshepherd@optima-financialservices.com
980-218-0767

Tavares Speaks
speaks.tavares@principal.com
980-235-0515
Charlotte area

Gerard Nieters, FSS, LUTCF®
nieters.gerard@principal.com
704-367-5147

Kevin Phinney, CFP®
phinney.kevin@principal.com
704-219-2629
Coats

140 N. McKinley Street
Coats, NC 27521
919-443-6621

Ryan T. Pope, CFP®, RICP®
ryan@popefinancialservices.com
919-443-6621
Cornelius

20621 N. Main St
Cornelius, NC 28031
704-892-1646

Robert Bogia
rbogia@fcapllc.com
704-606-7565   
                       

Rob Higgins*, AIF®
rhiggins@fcapllc.com
704-892-1646
Davidson

3110 Streamside Drive
Davidson, NC 28036
704-622-6679

Justin Romero
justin@cypressbs.com
704-622-6679
Greensboro

603 Dolley Madison Road, Suite 112
Greensboro, NC 27410
336-834-4004

Jeri D'Lugin, JD, AEP®, AIF®, CLU®
d'lugin.jeri@principal.com
336-834-4004
Mebane

336-269-0908
336-260-8585

William Braxton
braxton.william@principal.com
336-269-0908                                            

Bryant Byrd
byrd.bryant@principal.com
336-260-8585
Mooresville

107 Kilson Drive, Suite 102
Mooresville, NC 28117
704-663-7040

Derek Smith, AIF®
derek@smithfinancialnc.com
704-663-7040
New Bern

1329 South Glenburnie Rd, Suite A
New Bern, NC 28562
252-632-0669

Larry Swinson
swinson.larry@principal.com
252-636-9354
Raleigh

4141 Parklake Avenue, Suite 450
Raleigh, NC 27612
919-745-2040

Dave Bellia 
bellia.dave@principal.com
919-455-1982

Ronnie Botros, MBA
botros.ronnie@principal.com
919-522-9033

Sean Bynum
bynum.sean@principal.com
919-745-2043

Alan Crews, CFP®
crews.alan@principal.com
919-755-8668

Richard D. Harris, CLU®, ChFC®
harris.rick@principal.com
919-755-8661

J. Tom Hopper
hopper.tom@principal.com
919-745-2079

Lee E. Hopper
hopper.lee@principal.com
919-745-2080

Carey J. Hunter, CLU®
hunter.carey@principal.com
919-755-8669

Jordan Janis
janis.jordan@principal.com
919-745-

Roy H. Johnson, PhD
johnson.roy@principal.com
919-755-8676

Joseph Lloyd, AAMS®, CRPC®
lloyd.joseph@principal.com
919-745-2048

Craig Maples, CLU®, ChFC®
maples.craig@principal.com
919-755-8660

Craig B. Miller, CFP®, CRPC®
miller.craig@principal.com
919-755-8662

Michael C. Palczuk
palczuk.mike@principal.com
919-755-8674

Randy M. See, MBA, CFP®, CLU®, RICP®
see.randy@principal.com
919-755-8665

Shawn Will
will.shawn@principal.com
919-755-8688
Roanoke Rapids

22 East 10th Street
Roanoke Rapids, NC 27870
252-537-4080

Taylor R. Archer
archer.taylor@principal.com
252-537-4080

Randy Archer, Jr., LUTCF
archer.randy@principal.com
252-537-4080
Triangle Area

Andréa Hardy, CFP®, ChFC®
achardy@thehardyfinancialgroup.com
704-272-2202

Grady N. Smith
smith.grady@principal.com
704-840-7439 
Winston-Salem

2990 Bethesda Place, Suite 601A
Winston-Salem, NC 27103
336-970-5118

Paul D. Adkins
adkins.paul@principal.com
336-970-5119

David Ratcliffe
ratcliffe.david@principal.com
336-970-5118
Wrightsville Beach

  

South Carolina offices
Bluffton

27 Augustine Rd
Bluffton, SC 29910
843-683-5490

W. Scott Standen
standen.scott@principal.com
843-683-5490
Hilton Head Island

200 Main Street, Suite 101 H
Hilton Head Island, SC 29926
843-682-4900

Nicholas Myers
myers.nicholas@principal.com
843-682-4900

Christopher Tassone, AEP®, CFP®
tassone.christopher@principal.com
843-682-4900
Irmo

7554 Woodrow Street, Suite 110
Irmo, SC 29063
803-727-3934

Albert Rose
rose.albert@principal.com
803-727-3934
Little River

1318 Reflection Pond Drive
Little River, SC 29566
631-335-4097

Christopher W. Bibow, MBA, FIC
bibow.christopher@principal.com
631-335-4097
Moore

434 Glen Crest Drive 
Moore, SC 29369
864-621-4180

Gregory J. Allen, RICP®, LUTCF®
allen.greg@principal.com
864-621-4180
Mount Pleasant

1501 Belle Isle Avenue, Suite 240
Mount Pleasant, SC 29464
843-388-0811

Drexel Brant
brant.drexel@principal.com
843-416-5208

William Brown, DIA
brown.will@principal.com
843-416-5218

Gary Heatherington
heatherington.gary@princpal.com
843-416-5220

Bryan R. Powell, Jr.
bpowell@trinitywp.net
843-388-0811 ext. 103

Frank Pugliese
fpugliese@trinitywp.net
843-388-0811 ext. 129

Michael A. Rivera
rivera.michael@principal.com
843-416-5201
Summerville

201 Sigma Drive, Suite 300
Summerville, SC 29483
843-800-2633

Benny Burison
burison.benny@principal.com
843-509-2254

Virginia Offices
Richmond

919 E. Main Street, Suite 100
Richmond, VA 23219
804-419-8969

Joni Beachly
beachly.joni@principal.com
804-419-8969
Midlothian

201 Wylderose Commons, Suite 100
Midlothian, VA 23113

John Dennis, AIF®
dennis.john@principal.com
804-419-0647

Chris Tripp
tripp.chris@principal.com
804-419-0640

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The Financial Professionals in the Principal® Financial Network of the Carolinas are licensed in the states they have satisfied qualification requirements to offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advisory services. 

This site is not a solicitation of interest in any of these products in any other state. The member companies of the ÑÇÖÞÎÞÂëFinancial Group neither endorses, explicitly or impliedly, any of the third party entities. 

 
Insurance products issued by ÑÇÖÞÎÞÂëNational Life Insurance Company (except in NY), ÑÇÖÞÎÞÂëLife Insurance Company® and the companies available through the Preferred Product Network Inc. Securities and advisory products offered through ÑÇÖÞÎÞÂëSecurities, Inc., member SIPC. Referenced companies are members of the ÑÇÖÞÎÞÂëFinancial Group®, Des Moines, IA 50392. 

*Non-securities registered; insurance licensed financial professional.  

Important Consumer Information: Financial Professionals of ÑÇÖÞÎÞÂëSecurities® who are part of the Principal® Financial Network of the Carolinas may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he or she is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by any of the Financial Professionals of ÑÇÖÞÎÞÂëSecurities that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he or she represents, contact your state securities law administrator. 

ÑÇÖÞÎÞÂëLife maintains certificates of authority to transact insurance in all 50 states. ÑÇÖÞÎÞÂëLife NAIC identification number is 61271. ÑÇÖÞÎÞÂëNational NAIC identification number 71161.