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Valor Private Wealth LLC
Greensboro
(336) 338-7542
Asheville
(828) 595-4045
[vpw@lpl.com]
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About


Stephen Thomas

Private Wealth Advisor

(828) 595-4045
(888) 890-8059
stephen.thomas@lpl.com

View Stephen Thomas's profile on LinkedIn

As an LPL Wealth Advisor, Stephen has over 7 years of experience in the financial services industry. He holds a series 7 and 66 securities registration with LPL Financial along with life insurance and long term care insurance licenses. Focusing on business owners and individuals in all stages of retirement, he specializes in creating financial plans that help manage his clients’ financial goals and needs. He offers independent, unbiased advice and meets regularly with his clients to review their needs, strategies and investments performance. Stephen proudly provides this valuable service by communicating frequently with his clients and monitoring investment performance making appropriate portfolio adjustments as changes happen in the marketplace.

Stephen attended the University of Southern Mississippi and graduated with a Bachelor of Science in Business Administration. Before he began growing relationships as a financial advisor, Stephen worked as a professional firefighter in Asheville NC. which provided him valuable life lessons. From this experience he learned how important it is to do a job thoroughly and to gain deeper perspective from a position to be more than the just the task at hand.

 

Natalie Swords

Client Operations Administrator and Concierge

8285954045
8888908059
natalie.vpw@lpl.com

 

Prior to joining LPL, Natalie served as a Client Relationship Specialist at The Vanguard Group, where she worked with various financial advisors and different segments of clients by providing excellent customer service and played a role in the growth of the Personal Advising Services. She is dedicated to providing a seamless experience for both the advisor and the client.

Natalie graduated from the University of Georgia with a Bachelor of Arts degree in Spanish and Criminal Justice and she has earned her FINRA Series 7 and 63 registrations which are held with LPL. She was born and raised in Georgia and she likes to travel, explore new places, and spend time with her dog, Lizzie.

Donte Oates

Operations Manager

(336) 338-7542
(888) 890-8059
(866) 319-5022
donte.vpw@lpl.com

Donte began his career with LPL Financial in 2011. Where he has been supporting financial advisors with operational tasks, account transfers, contributions and distributions and AccountView support. He joins Valor Private Wealth in the summer of 2018 to narrow his focus to a select group of clients within the practice as the Client Accounts Administrator and Technology Concierge. Donte is a native of Charlotte, North Carolina. He graduated from Johnson C Smith University with a B.S. in Computer Science. He is a fan of the Charlotte Hornets and the NY Giants. In his spare time he enjoys playing golf and spending time with family and friends.
Photo of team member

Stephen M. Thomas

President, Wealth Advisor

(828) 595-4045
3363387542
(888) 890-8059
stephen.thomas@lpl.com

As an LPL Wealth Advisor, Stephen has over 10a years of experience in the financial services industry. He holds a series 7 and 66 securities registration with LPL Financial along with life insurance and long term care insurance licenses. Focusing on business owners and individuals in all stages of retirement, he specializes in creating financial plans that help manage his clients’ financial goals and needs. He offers independent, objective advice and meets regularly with his clients to review their needs, strategies and investments performance. Stephen proudly provides this valuable service by communicating frequently with his clients and monitoring investment performance making appropriate portfolio adjustments as changes happen in the marketplace.

Stephen attended the University of Southern Mississippi and graduated with a Bachelor of Science in Business Administration. Before he began growing relationships as a financial advisor, Stephen worked as a professional firefighter in Asheville NC. which provided him valuable life lessons. From this experience he learned how important it is to do a job thoroughly and to gain deeper perspective from a position to be more than the just the task at hand.
Photo of team member

William “Bill” Heintzelman, CFP™
(336) 338-7542
(888) 890-8059

William “Bill” Heintzelman is a CERTIFIED FINANCIAL PLANNER™ with twenty one years of experience in the financial services industry. He has been with LPL Financial, since May, 2004. Prior to this, Bill was with W.S. Griffith Securities which was Phoenix Life Insurance’s broker/dealer. Prior to entering the financial services industry, Bill held several financial management positions in both industry and public accounting. Bill holds a BA in Business Administration from Franklin & Marshall College and an MBA from Pepperdine University.
Photo of team member

James Halsch

LPL Financial Advisor

336-338-7530
james.halsch@lpl.com

Felicia Wilson

Client Accounts Administrator

336.338.7530
8888908059
admin.halsch@lpl.com

PROFESSIONAL BIO

Felicia Wilson is an Administrative Assistant at LPL Financial. She partners with advisors to provide support on administrative tasks and client management functions.
Felicia has over 14 years of experience within the financial industry. Prior to joining LPL, she was a Financial Services Consultant at TIAA working with participants and their employer-sponsored retirement plans along with IRAs and annuities. She partnered with other departments for asset retention and referring potential clients to wealth management advisors. Previous roles included Internal Wholesaler at MetLife, as well as Vanguard and Wells Fargo with their retail and institutional departments. She worked with asset retention and consolidation to the firms, and worked closely with financial advisors and licensed financial specialists.
She holds the FINRA Series 6 and 63 securities registrations through LPL Financial, as well as Life and Health insurance licenses.

 

PERSONAL BIO

Felicia was born in New York and lived there for ten years before moving to Charlotte, North Carolina. She grew up playing soccer and eventually went on to play all four years of college at Western Carolina University. She enjoys travelling, music, and sports.

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Asheville

  •   One Town Square Blvd., Suite 343, Asheville, North Carolina 28803
  •   (828) 595-4045

Greensboro

  •   7 Corporate Center Court, Suite B Greensboro, NC 27408
  •   (336) 338-7542

  •   stephen.thomas@lpl.com

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