Christine Neese
Associate Financial Advisor
Contact Christine
Team Office
Christine’s Locations
Charlotte, NC 28211 (704) 553-8006
About Christine
Christine brings over 30 years of client experience and investment management expertise to the Brett Boner and Jonathan Liles Teams. A 1993 graduate of Appalachian State University, Christine has spent her career helping individuals and families navigate important financial decisions. She joined Carroll Financial Associates in 1998 and worked with founding partner B. Kelly Graves for over two decades. Although Carroll Financial was acquired by Wealth Enhancement in 2021, Christine and her team remain committed to carrying on the Carroll tradition of putting clients first.
Christine’s goal is to provide exceptional service and genuine care to each client, with a focus on estate and retirement planning. She especially enjoys working with the next generation, helping younger clients develop the saving and investing habits that can serve them throughout their lives.
Christine lives in Indian Land, South Carolina, with her husband, Mike. They are proud parents of two young adult daughters, Della and Clara. When not working, Christine enjoys cheering on App State and South Carolina Gamecock football. She also enjoys giving back to her community through her church and the Indian Land Women’s Club.
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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