The Most Influential Leaders in Wealth Management 2023

Brief Company Name

Triangle Wealth Advisors northwesternmutual.com

Socius24 Limited socius24.com

As a Wealth Management Advisor and the founder of Triangle Wealth Advisors, Andrew acts as a strategic partner to help ensure the financial security of our clients.

Craig has thirty years' experience in delivering complex solutions to many of the World's major companies.

Joe Pleshek President and CEO

Phillip Stringfield CEO

Joe has significant experience in strategic planning, budgeting, staff training and development, new business development, marketing communications and contract development. Terso Solutions tersosolutions.com

Phillip has progressive experience in health care operations and management to include process improvement, implementation and data analysis. Landstar landstar.com

Sheila Mikhail was recognized by BB&T for her exemplary service on the bank’s Advisory Board.