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Meet our team of financial planners and financial support staff who are prepared to help you every step of the way. Spaugh Dameron Tenny helps physicians and dentists in Charlotte, NC, and across the United States with comprehensive financial planning services. For over 50 years, we’ve helped our clients and their families achieve their financial and lifestyle goals.
We believe in an Investment Philosophy made up of diversification, historical performance, corporate governance, and simplicity. In this video David Belinkie, CFP® and Jordan Bilodeau, CFP® at Spaugh Dameron Tenny will explain our Investment Philosophy.
Our team shares their knowledge on investing strategies to help you meet your financial goals.
For over 50 years, Spaugh Dameron Tenny has provided comprehensive financial planning for physicians and dentists across the U.S. In addition to providing personalized advice, we walk our clients through their options to help maximize finances and maintain financial security.
CRN202504-2210151
4350 Congress Street, Suite 300 Charlotte, NC 28209
Office: (704) 557-9750
Fax: (704) 557-9670
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Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, (704) 557-9600. Spaugh Dameron Tenny is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
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