Carolina Wealth Partners
Victor Navarroli is a financial advisor in Raleigh, North Carolina. Victor is not only consulted by clients as a trusted financial professional, he’s also sought after by his peers for his expertise. Victor has presented nationally to thousands on retirement planning, investment management, and tax planning since 1993. He credits consistent client satisfaction and the progressive growth of Carolina Wealth Partners to a “higher touch” model he implemented in 2005. Working on the principle that individuals benefit from regular financial education at every point in their life, Victor advises clients of all ages and life stages, wherever life takes them. Based near the financial services firm’s headquarters in Raleigh, North Carolina, Victor travels from parts west of Asheville to Wilmington for personal client meetings. He also regularly meets with clients in Chicago, Las Vegas, Phoenix, and many other cities.
Michael Davies PHD, Partner
As a PhD-level scientist, Michael is trained to distill complex variables into sensible and intuitive outputs. In other words, Michael excels at making sense of life’s glorious complications by helping clients visualize and implement the actions that can be taken to accomplish their goals. Education is a powerful tool and Michael’s passion in life is to help educate YOU!
John Griz, Partner
John Griz has been with Carolina Wealth Partners since 2013. He believes his 21 years experience with such firms as Merrill Lynch, Prudential Securities, Smith Barney, and Investors Capital laid an ideal foundation for his work as a financial principal. Clients appreciate his attention to detail, good listening skills, and great empathy for their unique situations. The teamwork and professionalism of administrative and group benefits professionals and investment product specialists have helped him build long term relationships with his growing client base.
John is a graduate of Mercer University with a Masters of Business Administration of Financial Management, and holds the designation of an Accredited Investment Fiduciary (AIF). He has been heard on radio with a closing stock market commentary. Away from business he enjoys golfing, tennis, sport fishing, classical music, church activities, and spending time with family and friends.
Erin Vickery, Partner
A Raleigh native, Erin passed the CFP® exam in 2016 and thrives on helping clients manifest their dreams through efficient, goal-oriented financial planning and asset management. She is passionate about bringing financial literacy within grasp of the non-industry public, and her long-term goals include tackling income disparity through public policy and financial education for K-12 students. Erin received a bachelor’s degree in biology from East Carolina University, a product of her lifelong interest in holistic and integrative wellness. When not working with clients, Erin spends her time outdoor adventuring with family and friends and daydreaming about island life.