Teams at Centura Wealth Advisory

Supports Wealth Advisors serving high-net-worth clients by reviewing planning drafts, modeling tax and estate scenarios, analyzing tax returns, identifying planning opportunities, and preparing presentation materials. The role attends client meetings, coordinates with advisors, paraplanners, CPAs, and estate planning attorneys, and contributes technical insights while ensuring accurate, timely deliverables.

Leads client and prospect meetings, advances qualified opportunities through close, and sells tax and wealth-planning advisory engagements. Applies advanced tax knowledge to explain strategies, risks, and limitations; builds trusted relationships with high-net-worth clients; manages pipeline and revenue ownership; coordinates execution across teams; and improves sales processes and client experience.

Leads Centura’s people strategy, culture, employee engagement, performance management, benefits, leave and accommodation processes, workers’ compensation, HR compliance, policy updates, and team development. Partners with leadership on talent, compensation, organizational effectiveness, employee relations, and regulatory compliance while managing open enrollment, HR systems, workforce analytics, and employee development programs.