Carol Layton

Client Services Manager at Kingfisher Capital - Charlotte, NC, US

Carol Layton's Contact Details
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704-333-1710
Location
Company
Kingfisher Capital
Carol Layton's Company Details
Kingfisher Capital logo, Kingfisher Capital contact details

Kingfisher Capital

Charlotte, NC, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Kingfisher is a leading, privately owned, and independently managed financial services firm dedicated to serving select families and institutions. ​For nearly three decades, we have helped clients formulate goals, anticipate and manage risks, and solve complex problems within their personal, business, and philanthropic enterprises.We are experts in research-driven money management, comprehensive wealth advisory and consultative solutions. Whether you seek investment management, financial and estate planning, or family office and consulting services, our integrated model provides you a framework for pursuing your personal, institutional and financial ambitions.Our goal is to help affluent families, professionals, business owners, and institutions protect and expand wealth to achieve their security, lifestyle, and legacy objectives. We deliver value-added financial advice, intelligent investing, and personalized client service to create lasting relationships built on accountability and trust.www.kingfishercapital.comOur firm was established in Charlotte, North Carolina in 1989 with the formation of James M. Myers Research, Inc., an investment boutique specializing in value-oriented and alternative strategies. In 2004, our company was acquired by WealthTrust, LLC, an investment management holding company with collectively $6 billion in affiliated assets. In 2009, the firm returned to its roots as an independent investment adviser when its managing principals purchased all outstanding ownership interest from WealthTrust and formed Kingfisher Capital, LLC. As part of the transaction, all of the firm principals and employees remained with the firm.

Asset Management Corporate Bonds Wealth & Financial Planning Water investing Securities Research Retirement Planning Trusts & Estates Global Tactical Investing Wealth & Financial Planning Trusts & Estates Family Office Services Estate Planning Business Consulting Investments Foundations Simplicity Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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Carol Layton currently works for Kingfisher Capital.
Carol Layton's role at Kingfisher Capital is Client Services Manager.
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Carol Layton works in the Investment Management industry.
Carol Layton's colleagues at Kingfisher Capital are Nicole Brandon, Virginia Starnes, Ulrike Miles, Chad Frk, Jane Raphael, Ross Illingworth, Bill Calfee and others.
Carol Layton's phone number is 704-333-1710
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