“Helping Make All of Your Financial Decisions Good Ones”
About Us
At our firm, we understand that as a successful individual or business, you work hard and have specific financial requirements and needs. When it comes to managing your assets and meeting your financial goals, you’d want to partner with an experienced and sound professional with a practical, no-nonsense approach who allows you to maintain control.
We make it our priority to understand you and your business and the financial goals you want to achieve. We make it our business to ensure that you have complete solutions – customized to fit your needs – to maintain and leverage your current success.
We diligently seek the knowledge to assist you in attaining your financial goals and avoid financial pitfalls.
Sound financial decision-making and implementing strategies have become more complex because of the extensive amount of financial information available. We make it our responsibility to get rid of the complexities and provide you with an effective strategy.
We partner with you: you tell us your goals; we’ll provide the solutions; you control the direction. We invite you to explore our website and become acquainted with us.
Meet The Team
Jim Taunton CFP®,CLU,ChFC
- Series 7, 24, 63 and 65 representative
- Financial Services since 1979
- 1981 B.A. from East Carolina University
- Chartered Life Underwriter since 1989
- Chartered Financial Consultant since 1990
- Certified Financial Planner® since 1998
- Geneos Wealth Management since 2006
- Investment Advisory Associate
- MDRT Lifetime qualifier
- Listing in America’s Top Financial Planners
- Host of “Financially Speaking” on WTIB 103.7 FM also via Facebook Live
- Wife, June and sons, Jameson, Jared and Jordan
- Open Door Church member
- Pirate Club member
Jameson Taunton
- Series 7, 63 and 65 representative
- Member of Pinnacle Elite Advisor Platform.
- 2009 B.S. in Economics from East Carolina University
- East Carolina Bank 2010-2013
- Colonial Life Insurance 2013
- Geneos Wealth Management since 2013
- 2022 PCC Business and Entrepreneurship Advisory Board Member
- Wife, Brooke and son, Camden
- OpenDoor Church member
- Pirate Club member
James Buckman IV
- Series 6, 63 and 65 representative
- 1974 BSBA from East Carolina University
- Kappa Alpha Fraternity
- Bank of America 1974-1995
- First South Bank 1995-2008
- Geneos Wealth Management since 2008
- Wife, Kaye and daughters, Cameron and Sarah Katherine
- Treasurer at First Methodist Church
- Board member at Washington Yacht and CC
- Chairman of ECU Education Endowment Foundation
- Pirate Club member
June Taunton
- East Carolina University graduate
- 30+ years in Office Administration
- Husband, Jim and sons, Jameson, Jared, and Jordan
- Open Door Church member
- Pirate Club member
Member FINRA SIPC