Belmont Capital Advisors Voted "Best Investment Firm"Belmont Capital Advisors is pleased to announce it has won “Best Investment Firm” in the 2017 The Best of Gaston Awards, as voted upon by the residents of Gaston County. In addition to taking home the title of “Best Investment Firm,” Founder and Chief Investment Strategist JoePat Roop was nominated for “Best Financial Advisor/Planner” and agent Cory Shuford was nominated for “Best Insurance Agent.” Read More Here
Financial Advisor Kyle Sikes Joins Belmont Capital Advisors
Belmont Capital Advisors is proud to announce Kyle Sikes has joined its team of outstanding financial advisors and will work primarily from its new location in the Historic District of Belmont, C at 123 N. Main Street.
For nearly a decade, Sikes has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. After graduating from Western Carolina University, Sikes began his career as a Banker with BB&T, where he developed a well-rounded understanding of the financial industry. He then transitioned to the world of financial advisement, where he helped manage over $300 million in client assets, working with high net worth individuals and local businesses. Read More Here
Belmont Capital Advisors (BCA) recently announced plans to move its corporate office to 123 N. Main Street in Belmont, NC in January 2017. The new office will be approximately two blocks from its current location in Belmont, NC.
Belmont Capital Advisors has seen clients at its current location at 217 Glenway Street in Belmont, NC since it’s opening in 2009. The purchase of the commercial office space at 123 N. Main Street in Belmont, NC will offer enhanced client experiences and be a welcoming place for clients to consult with fiduciary advisors. The new amenities were necessary to support the firm’s growth. Read More Here.
Steve Norton, financial advisor at Belmont Capital Advisors has been awarded the Five Star Award for Wealth Managers from Five Star Professional and was featured in the September 2016 edition of Charlotte Magazine. The Five Star award is presented to wealth managers, real estate agents, mortgage professionals, home/auto insurance professionals and dentists in more than 45 markets in the U.S. and Canada to recognize service professionals who provide quality services to their clients.
Christopher Shaw, financial advisor at Belmont Capital Advisors has earned the Retirement Income Certified Professional by the American College of Financial Services. The American College of Financial Services created the Retirement Income Certified Professional® (RICP) designation, taking the lead on educating the next generation of retirement income planning experts.
