Broker Check


Upcoming Events

February 15, 2023

5:30p - 7:00p

Capitol Financial Solutions Raleigh Office

"Breached"- Protect Yourself from Identity Theft

We hope you can join us for an important workshop on Identity Theft. Did you know? • You are 8 times more likely to be a victim of identity theft than any other crime • Identity theft has tripled since the start of COVID-19 • You will come away with at least 10 recommendations as to what you can do to protect against identify theft

Past Events

September 29, 2022

5:30p - 7:30p

Perry's Steakhouse

Market Update & Positioning at Perry's Steakhouse

It’s hard to ignore current news about persistent market volatility, and we’re guessing this has resulted in some anxiety about what (if anything) you should be doing. Please join us at Perry's Steakhouse to hear a Market Update & Positioning presentation. We invite you to arrive between 4:45 and 5:15 for cocktails and then the presentation will start at 5:30pm.

May 5, 2022

12:00p - 1:30p

Tazza Kitchen

Mother's Day Lunch

As one of our most valued relationships, we would like to formally invite you to this year's celebration of Mother's Day. We are excited to honor you with a lunch at Tazza Kitchen Please mark your calendars for Thursday, May 5th at Noon. We hope you can join us at Tazza!

April 14, 2022

6:30p - 8:00p

Durham Bulls Stadium

Durham Bulls Game- Client Appreciation Event

Join us in our terrace box as we watch the Durham Bulls! Families are welcome!

September 22, 2021

6:00p - 8:00p

Prestonwood Country Club (The Oak Room & Veranda)

Client Appreciation Cookout at Prestonwood Country Club

You and a friend are invited to join Brian Carr and Phil Romano for a special client appreciation cookout. We hope you and a friend can join us!

Event Registration