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Your Practice, Your Way
Pilot Financial supports independent advisors becuase we ARE independent.
Pilot Financial is a financial services firm based in Greensboro, North Carolina. Owners and managing principals, Christopher Roney, Greg Smith, Daryl King, and Bill Harnden have more than 100 years combined experience in the financial industry partnering with independent-minded entrepreneurs.
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
We offer a full range of investment and financial services and have access to a wide array of solutions.
We strive to build long-lasting relationships with our clients, offering education and guidance.
“Pilot is my support team and a part of my business in terms of compliance, business processing, and advice about certain issues. They’re a part of my toolbox.”
“Pilot is the go-between the larger Lincoln organization and myself.”
“Pilot is our back-office operations team.”
“Pilot is a necessity to being permitted to operate in this business. To be successful, you need to be knowledgeable, work with people who knows the business, and be compliant - Pilot makes sure we maintain compliance. ”
“Pilot is there for extra support and questions. The best way I can explain them, is they’re the people we contact if we have questions.”
“We’re different than other financial planning firms and do most of our stuff in-house. Pilot helps most with compliance.”
The above statements were provided by financial professionals associated with Pilot Financial and affiliated with Lincoln Financial Securities Corporation as registered representatives and/or investment adviser representatives.