Meet The Team
CONSOLIDATED PLANNING
Leadership Team


Michael A. Thompson
Director of Retention Planning & Executive Compensation | Financial Advisor
(704) 606 – 0762
mthompson@cplanning.com





Jeff Malone
Managing Associate | Registered Representative
(912) 678-1233
jeffrey.malone@cplanning.com



Kelley Hughes
Managing Director and Market Leader for Women in Financial Services
704 741-2096
kelley.hughes@cplanning.com

Misty Petrosino
Director of Marketing and Systems – Advisors
(704) 552-8507
mpetrosino@cplanning.com

James M. Matthews
Director of Wealth Management
(980) 235-7806
jmatthews@cplanning.com


Michael A. Thompson
Director of Retention Planning & Executive Compensation | Financial Advisor
(704) 606 – 0762
mthompson@cplanning.com
CONSOLIDATED PLANNING
Talent Acquisition Team


Carmen Kinney Smith
Regional Recruitment Director
804-314-0133
carmen.smith@cplanning.com


Carmen Kinney Smith
Regional Recruitment Director
804-314-0133
carmen.smith@cplanning.com
CONSOLIDATED PLANNING
Leadership Team





Misty Petrosino
Director of Marketing and Systems – Advisors
(704) 552-8507
mpetrosino@cplanning.com


James M. Matthews
Director of Wealth Management
(980) 235-7806
jmatthews@cplanning.com


Kelley Hughes
Managing Director and Market Leader for Women in Financial Services
704 741-2096
kelley.hughes@cplanning.com


Jeff Malone
Managing Associate | Registered Representative
(912) 678-1233
jeffrey.malone@cplanning.com


CONSOLIDATED PLANNING
Wealth Management

James M. Matthews
Director of Wealth Management
(980) 235-7806
jmatthews@cplanning.com


Elaine Bennett
Investment Specialist | Registered Principal
(704) 522-8507
ebennett@cplanning.com

James M. Matthews
Director of Wealth Management
(980) 235-7806
jmatthews@cplanning.com

CONSOLIDATED PLANNING
Brokerage Team

Michael Cousar
Disability Income Specialist
(864) 933-4432
michael.cousar@cplanning.com


Michael Cousar
Disability Income Specialist
(864) 933-4432
michael.cousar@cplanning.com

CONSOLIDATED PLANNING
Wealth Management

Jeff Malone
Managing Associate | Registered Representative
(912) 678-1233
jeffrey.malone@cplanning.com










Jeff Malone
Managing Associate | Registered Representative
(912) 678-1233
jeffrey.malone@cplanning.com

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