Team
At Rutledge Financial Partners we work with an extensive team of diverse professionals, from money managers and investment consultants to CPAs and attorneys. Meet our professionals based in North Carolina:
George Irby
Wealth Manager
704-684-0672
George Irby is a Partner at Rutledge Financial Partners, LLC and is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. His mission is to...
Joan Grenert
Director of Operations
Joan Grenert is the Director of Operations with Rutledge Financial Partners, LLC, managing the firm's business development, client relations, and office administration.
Johnny Rutledge, AAMS®
Wealth Manager
704-684-0672
Johnny Rutledge is the founder and President of Rutledge Financial Partners, LLC and an Investment Advisor Representative with LPL Financial.
Keith Dixon, CRPC® APMA®
Wealth Manager
704-684-0672
Keith Dixon, CRPC® APMA Wealth Management Partner Keith Dixon is a Partner at Rutledge Financial Partners, LLC with more than two decades of experience in the financial services industry. Serving a diverse range of clients, from career...
Nick Miles, CFP®
Wealth Manager
704-684-0672
Nick Miles is a wealth manager with Rutledge Financial Partners, LLC and a registered representative with LPL Financial. Nick is passionate about helping clients make smart decisions with their money and a strong advocate for financial...