The Pines Wealth Management

Bios

• 

  H. EVANS NEVILLE, CPFA™, CFP®

  PRINCIPAL, PORTFOLIO MANAGER, WEALTH MANAGEMENT ADVISOR

  As an advisor with more than 30 years of experience, Evans’ primary objective is helping clients meet their financial goals so they can live the kind of lives they desire. By offering relevant, practical education and providing hands-on support throughout the planning process, he gives his clients freedom to stop worrying about their finances and enjoy their success—because they know a knowledgeable professional is leading them in the right direction. As a fiduciary, Evans has not only the desire to see his clients succeed but a legal obligation to act and advise in their best interest. He manages money on a discretionary basis and takes a comprehensive approach to wealth management. He helps clients address a broad range of needs—everything from financial and retirement planning to insurance, education and cash management strategies. He educates them about the economy and markets, helping them understand how current events relate to their portfolios and goals-based planning. He helps clients set healthy expectations without emotion or interference from the world’s noise. He shows them the best and worst case scenarios while preparing them for long-term security and success.

  Link: H. EVANS NEVILLE, CPFA™, CFP®

• 

  SHELLY ROBINSON, CFP®

  PRINCIPAL, WEALTH MANAGEMENT ADVISOR

  As a wealth management advisor, Shelly partners with clients to help them develop comprehensive, personalized financial plans. She starts with the big picture by helping them define the “why” behind their goals to establish good habits with purpose and confidence. Her focus is to articulate where they are today and where they want to be in the future. Then, she identifies the necessary steps to get there. Finally, she oversees their financial strategies, coordinating with other professionals and family members to ensure her clients are best positioned to meet their goals. Shelly simplifies financial complexities and helps clients understand the ideas and strategies that impact their future the most. She helps her clients sort through the financial noise, identify relevant issues, and answer important questions so they can make informed decisions. Whether she’s helping a young professional establish a solid financial foundation, guiding someone into retirement, or helping a business owner develop a 401(k), Shelly’s mission is to help her clients take the next best confident steps toward their goals.

  Link: SHELLY ROBINSON, CFP®

• 

  COLLEEN O’DONNELL

  SENIOR REGISTERED WEALTH MANAGEMENT CLIENT ASSOCIATE

  Colleen works diligently behind the scenes to ensure our clients’ wealth is well tended throughout the planning process. She has extensive industry experience and a passion for serving others, and she supports our practice by carrying out client requests and other operational tasks like opening accounts and transferring funds. For Colleen, doing things well always takes precedence over doing them quickly. She takes care to ensure every detail is addressed, whether she’s answering a question for a client or helping them coordinate a gift to charity. With her organizational skills and well-honed processes, she’s able to carry out client requests with care, accuracy, and efficiency. After more than 20 years in the industry, her greatest joy is helping clients live with greater peace and excitement about their futures, and she loves working with down-to-earth people who understand how much she and the Pinehurst team care about them.

  Link: COLLEEN O’DONNELL

• 

  LESLIE HARRINGTON

  WEALTH MANAGEMENT CLIENT ASSOCIATE

  Leslie provides attentive client service and support for our firm’s day-to-day operations. She assists with scheduling and other administrative tasks, and she ensures our practice operates smoothly and efficiently. With her attention to detail and passion for serving others, she is a valuable resource for both our clients and team.

  Link: LESLIE HARRINGTON