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Charlotte Office

Charlotte Financial Planner

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Parsec Financial expanded to the Charlotte Metro area in 1999. We are currently located on the 18th floor of the Carillon Building on West Trade Street in downtown Charlotte. Michael Ziemer joined Greg James in 2004, followed by Millicent A. Carter in 2005. By 2015, with eight full-time employees, the Charlotte team needed more space, so they moved into a corner office next door to the original location. The new space offers sweeping views of the Queen City skyline and overlooks the Carolina Panthers Stadium, the new Charlotte Knight’s baseball field and Romare Beardon Park. 


227 W Trade St #1840, Charlotte, NC 28202

Phone: 704-334-0894
Fax: 704-334-9323
Toll Free: 877-727-7321

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Contact our Charlotte Office

 

 

Financial Advisors

  • Michael Ziemer

    Michael J. Ziemer, CFP®
    Partner

    Before joining Parsec in 2004, Michael worked as an investment representative for Charles Schwab & Co., Inc. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is on the finance committee for Susan G. Komen Charlotte. In addition to earning a Bachelor of Business Administration degree with a major in finance from Indiana University, the Indiana native studied abroad at the American College of London in London, England. His focus overseas was international business. He has also completed professional studies at the College of Financial Planning.

  • Gregory James

    Gregory D. James, CFP®
    Partner

    Greg joined Parsec in 2001. He has worked in many capacities in the investment management field since 1986 and was formerly a senior advisor at Charles Schwab & Co., Inc. His experience also includes working as an accountant for the DuPont corporation. His educational credentials include a Bachelor of Science degree in accounting from Pennsylvania State University. Greg has completed professional studies at the College for Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

  • Tracy Allen

    Tracy Allen, CFP®
    Senior Financial Advisor

    Tracy joined Parsec in 2008. Prior to joining Parsec, she spent 13 years with Charles Schwab & Co., Inc., most recently as a manager of Charlotte's South Park office. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association. Since January of 2011, Tracy has been a member of Mecklenburg County's Stewardship Advisory Committee. A Texas native, Tracy has lived in Charlotte since 1992. She received her BA in English from Southern Methodist University and an MA in English from University of Toledo.

  • Aaron Combs

    Aaron Combs, CFP®
    Financial Advisor

    Aaron joined Parsec in 2011 in the Charlotte office. Originally from Williamstown, WV, Aaron is a graduate of Winthrop University where he studied financial planning and personal finance. He is also a CERTIFIED FINANCIAL PLANNER™ practitioner. Aaron enjoys sports and travel.

 

 

Investment Professionals

 
  • Nancy Blackman

    Nancy Blackman
    Portfolio Manager

    Nancy joined the Parsec Charlotte office in 2014. Prior to joining Parsec she worked in public accounting and as a financial consultant for Bank of America and Wells Fargo. She graduated from York College of Pennsylvania with a B.S. in Accounting and completed the Certified Financial Planner education at Queens University, Charlotte. She is currently working toward obtaining the CFP Board certification. Nancy has lived in the Charlotte community since 1996 and is a Certified Master Gardener.

 

Financial Planners

 
  • Millicent A. Carter

    Millicent A. Carter, RP®
    Financial Planner

    Millicent has been with Parsec since 2005. She now works in the role of Financial Planner. She graduated from Pfeiffer University in 1992 with a Bachelors of Science degree in criminal justice. She is a native of New York but fell in love with the South while at Pfeiffer. Millicent has 3 sons that keep her life full. She is a REGISTERED PARAPLANNER℠ designee.

 

Client Services

 
  • Karen Augliera

    Karen Augliera, RP®
    Client Service Specialist

    Karen, a REGISTERED PARAPLANNER℠, assists clients with various account transactions, account information and other services for the Charlotte office. Originally from New Jersey, she has lived in the Charlotte area for more than 16 years. Karen graduated from Iona College with a Bachelor of Business Administration in business economics. Her previous work experience includes fourteen years as a liability claims adjuster and litigation examiner at Chubb and Son, Inc. She has also worked as a manager for a small retail store and a bank teller.

  • Heather McMillan

    Anitha Fiest
    Client Service Specialist

    Anitha joined Parsec in 2016 after moving to North Carolina from Arizona. She assist clients with various account transactions, account information and other services for the Charlotte office. She has 10 years of experience in the financial industry having worked for Schwab, Vanguard and, TIAA. Anitha has a bachelor’s degree in Economics from Bangalore University, India. She loves to spend time with her family and pets.

  • Christina Schappert

    Christina Schappert
    Client Service Assistant

    Christina joined Parsec in 2016 upon moving to North Carolina from Upstate New York. She assists clients with various account transactions, account information, and other support services. She has a B.S. in Economics from Binghamton University (SUNY). Previous work includes assisting clients in developing their small businesses, as well as helping high school students write business plans to obtain college scholarships. She enjoys yoga, golfing and spending time with friends and family.