Financial Services - Charlotte, NC, US
First Tryon Advisors* is a full service financial advisory practice now serving the needs of state and local governments, independent K-12 schools, colleges & universities, utility systems, not-for-profit associations/foundations, charter schools, healthcare organizations, senior living communities, school districts, economic development agencies and transportation clients. While we are focused in the Southeast and Mid-Atlantic regions, in total we serve over 380 clients nationwide.In November 2021, First Tryon Advisors welcomed Wye River Group, a leading financial advisory practice based in Annapolis, Maryland, to our team. Wye River offers a broad portfolio of expertise and experience in sectors and regions that complement First Tryon's, making them an ideal addition to our practice. Much like First Tryon, Wye River's growth and success have been built upon the principles of integrity, expertise, innovation, and outstanding client service.Our combined group consists of 24 motivated professionals who together can offer our clients a wide range of expertise and services that have been enhanced for both platforms. The combined practice offers four primary products and services: Financial Advisory Services Capital Planning Models Operational Consulting Swap Advisory ServicesOur mission is to give our clients peace of mind by delivering expert advice, innovative planning strategies and tailored financing solutions.*The practice known as "First Tryon Advisors" includes two SEC-registered Municipal Advisors: First Tryon Securities, LLC d/b/a First Tryon Advisors ("FTSLLC") and First Tryon Advisors, LLC d/b/a Wye River Group ("FTALLC"). FTSLLC is a member FINRA and SIPC and an MSRB Registrant; FTALLC is an MSRB Registrant.
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