Broker Check

Our Team

Marc Becker

Chief Executive Officer & IAR

919-477-3355

becker@wiserfinancial.com

Born in 1967; (2007 to present) Managing Member, Wiser Financial Coaching, LLC (The Firm), Investment Advisory Representative of Wiser Financial Coaching, LLC, BA in Psychology from Guilford College (1989). Accredited Investment...
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Richard Todd Davis

Chief Compliance Officer & IAR

336-769-4644

todd.davis@taiadvisor.com

Born in 1963; (2007 to present) Managing Member, Wiser Financial Coaching, LLC; Investment Advisory Representative of Wiser Financial Coaching, LLC; BS in Business Management from Western Carolina University (1986); LUTCF certification...

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Terry M. Miller

IAR

336-769-4644

terry.miller@taiadvisor.com

Born in 1953; (2007 to present) Investment Advisory Representative of Wiser Financial Coaching, LLC; LUTCF certification from The American College (2011); during the past ten years he has been a securities representative with Jefferson...

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William J. Thornton

IAR

336-769-4644

bill.thornton@taiadvisor.com

Born in 1954; (2015 to present) Investment Advisory Representative of Wiser Financial Coaching, LLC; BAS in Business Management from Guilford College (1994); during the past four years, he has been a securities representative with...

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