Our Team

Alloy Wealth

Alloy Wealth was founded by Mark Henry. Mark and his team are committed to helping people who are planning to retire in the next decade or so, as well as those who have already retired. We are committed to helping you create a comprehensive financial strategy to achieve your goals.

Whether it’s investment management, retirement planning or financial planning, Alloy Wealth is the wealth management firm in Charlotte helping pre-retirees and retirees achieve a more successful retirement.

We help you define your financial goals, better understand financial terms and strategies, and navigate through complex decisions surrounding retirement. We have the tools and experience, and we are committed to being your partners for the long-term, so that we can help you achieve the retirement you deserve.

Our mission at Alloy Wealth is to serve you, and serve the greater community of Charlotte, North Carolina. Learn more about the ways we give back, and ask us how you can get involved: Alloy Wealth Community Causes

Mark Henry

Founder & CEO

ERICA ELLIOTT

Director of Operations / CCO

Hunter Henry

Director of Marketing

REID SCHMIDELER

Financial Advisor

Michael Willard

Financial Advisor

Tyler Washington

Financial Advisor

Nathan Workman

Financial Advisor

Chaz Hammond

Financial Advisor

Daniel Bubbico

Financial Advisor

Jonathan Kirk

Financial Advisor

William Bulluck

Financial Advisor

Kimmy Davis

Senior Case Manager

Courtney Hooper

Director of Client Relations - Charlotte

Leianna Wallis

Director of Client Relations - Greenville

Daniel Brattain

Marketing Intern

Contact Us

When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.

The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.

Register Today

Insurance services offered through Alloy Wealth Management Inc. Investment advisory services offer through Alloy Wealth Holdings LLC dba Alloy Investment Management. Alloy Wealth Management Inc and Alloy Wealth Holdings LLC dba Alloy Investment Management are affiliated by common ownership. Alloy Wealth Holdings, LLC – DBA Alloy Investment Management is a state registered investment adviser in North Carolina and South Carolina, and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.