Broker Check

InnerBanks Wealth Management - Greenville, NC

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Risk management
  • Estate conservation issues
  • Retirement distribution strategies
  • Tax sensitive investments

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Don M. Rudolph

Managing Partner-LPL Financial, Greenville & Wilmington, NC

(252) 215-9199

(252) 215-9198

Don oversees the firm’s investment policy and proprietary research and ensures the highest level of practice management service standards.

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Terry Donoghue

Wealth Advisor-LPL Financial, Chapel Hill & Boca Raton

(910) 399-6803

(910) 399-5303

Managing investments is more about risk management than return management. - Benjamin Graham

I have been helping small businesses and individual clients throughout the United States manage their investment portfolios since 1975.

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Caroline Mohan

Wealth Advisor-LPL Financial, Boca Raton

(561) 255-8075

(910) 399-5303

Trina L. Coltrain

Office Manager- LPL Financial, Wilmington & Greenville, NC

(910) 399-6803

(910) 399-5303

Trina manages the firm’s daily operations and client administration including fund trading operations, compliance reporting, and core deposit solutions.

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