Profiel
Mr. Riddick M.
Lamm, Jr., is Senior Trust Advisor at Parsec Financial Management, Inc. He joined Parsec Financial in 2007 as a Trust Advisor to help broaden the firm's trust offering.
He began with Wachovia Trust Department in 1969 and later practiced law with the firm of Van Winkle, Buck, Wall, Starnes and Davis PA in Asheville, NC.
After helping establish the estate planning, trust and probate practice within the firm, he returned to Wachovia Trust as a Certified Trust Financial Advisor (CTFA), where he remained for 25 years.
Mr. Lamm earn his Juris Doctor (JD) from the Campbell University Law School in 1980..
Eerdere bekende functies van Riddick M. Lamm
| Bedrijven | Functie | Einde |
|---|---|---|
| Wachovia Trust Co., NA | Corporate Officer/Principal | 31-12-2006 |
| Wachovia Trust Co., NA | Corporate Officer/Principal | 31-12-1979 |
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Portefeuillebeheerder-Aandelen | 22-07-2010 |
Opleiding van Riddick M. Lamm
| Campbell University | Graduate Degree |
Ervaring
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
| Wachovia Trust Co., NA | Miscellaneous |
Parsec Financial Management, Inc.
Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses. | Finance |
