North Carolina – Morrisville

Martin HardyFull Bio

Martin Hardy

Martin has been a Financial Consultant with Navigon Financial Group, Inc. (formerly Baron Financial) since 1986 and specializes in assisting high net worth individuals with their comprehensive planning needs, with an emphasis on the following professions:

  • Physicians (MD, DO, and DDS), including private practice physician/owners as well as academic based physicians
  • Senior Key Executives, particularly in the pharmaceutical and biotech industries
  • Business Owners, including the software and film industries

Martin has been a member of the Financial Planning Association of the Triangle for over 17 years.

Education
 Martin received his Bachelor of Arts degree in 1984 from the University of North Carolina at Chapel Hill and is an active member of the UNC Alumni Association and Rams Club.

Professional Associations
Martin is an active member of the (FPA) Financial Planning Association. Martin Specializes in Working with medical professionals and small business owners. Martin is also an active member of the UNC Alumni Association.

Personal
He resides in Chapel Hill with his wife, Lisa.  In his spare time, he enjoys golf and physical fitness training

As a Registered Representative and Investment Advisory Representative of HTK, Martin is FINRA Series 6, 63, and 65 licensed.

Martin is life and health licensed in NC, CT,FL, IL, MD, MI, NV, NY, OH, SC, TN, TX, and VA. He is securities registered in NC, AZ, CA, CT, FL, GA, IL, KS, MI, MO, NV, NY, OH, PA, SC, SD, TN, TX, VA, VT and WI. He is securities registered in NC, AZ, CA, CO, CT, FL, GA, IL, KS, KY, MD, MI, MO, MS, NE, NV, NJ, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, and WV. CA license #0B85203 Martin Parsons Hardy, State of Domicile; NC

Registered Representative of HTK.

Check the background of this investment professional on FINRA’s BrokerCheck.

3025 Carrington Mill Blvd, Suite 150Morrisville, NC 27560919.941.6235919.941.6263mhardy@navfin.com

DeWayne BrunsonFull Bio

DeWayne Brunson

“I just want to make a difference in people’s lives”. This has been DeWayne’s personal mantra and life motivation beginning with his 26 years proudly serving our country in the Navy, and now as a Financial Professional. He is driven by one noble purpose: to create a world of possibilities, one individual, one family, and one small business at a time.

By using a variety of financial strategies, DeWayne is able to help families, individuals, and business owners protect what they have achieved and continue to grow in order to reach their financial goals.
A hero can be made up of many qualities, and most heroes are those that protect others. As a father of three, DeWayne knows the value in having a plan in place to protect your most valuable assets – your family. Contact DeWayne at 931-980-7686 or 919-941-6235 to discuss how you can be the hero for your family’s financial well-being, by putting a strategy in place today!

DeWayne is Life, Health and Medicare Supplemental Long Term insurance licensed in North Carolina.

3025 Carrington Mill Blvd, Suite 150Morrisville, NC 27560919-941-6235919-941-6263Dbrunson@navfin.com

Aubrey HesterFull Bio

Aubrey Hester

Aubrey began his career in the financial industry in 2012 as a Financial Services Representative with the State Employees Credit Union.  By focusing on the individual needs and goals of his clients, Aubrey is able to formulate a strategy that helps to strengthen their financial future and help them to be prepared for whatever life brings.  He began developing a specialization in assisting Physicians, Executives, small business owners, and Military Special Forces members with achieving their financial needs and goals through comprehensive financial strategies.

Education:
Aubrey is a graduate of Campbell University.  During his time at Campbell he received a Bachelor of Business Administration, majoring in Trust, Investment, and Wealth Management. He went on to complete his Master of Business Administration with a Concentration in Finance.

Personal:
Aubrey resides in Fuquay-Varina and is an active member of the Hayes Barton Baptist Church.  In his spare time, he volunteers with a group of retired U.S. Army Green Berets, helping with events for The Green Beret Foundation.  He is an ambassador for the Green Beret Foundation for the Raleigh-Durham area and participated in the Green Beret Pro-Am Competition from 2012 -2015.  100% of funds raised at the competitions are given directly to the Green Beret Foundation. Aubrey is one of the Co-Founders and serves on the scholarship selection board for the Sergeant Major William Lubbers Green Beret Endowed Scholarship Fund of Campbell University.  He was elected and serves as the Commander for the Sons of the American Legion Post 116 in Fuquay Varina.

Check the background of this investment professional on FINRA’s BrokerCheck.

 

3025 Carrington Mill Blvd, Suite 150Morrisville, NC 27560919.941.6235919.941.6263ahester@navfin.com

Daniel LeeFull Bio

Daniel Lee

As a Financial Advisor, Daniel helps his clients to protect and grow their assets while saving and investing their wealth, thus enabling his clients to realize their financial goals and objectives.  He does this by developing a strategy that not only allows his clients to enhance their lifestyle, but to also create a lasting legacy.

Through his broad range of career and life experiences, Daniel has gained a unique insight that allows him to connect, empathize, and understand the personal needs of his clients.  It is this unique perspective that he uses to build a customized and tailored plan which will help these individuals, families, and businesses to reach their full financial potential.

With entrepreneurial experience as a small business owner, coupled with corporate experiences in the Pharmaceutical Industry, along with relevant experience as a Clinical Pharmacist at Duke Hospital; Daniel helps Healthcare Providers, Corporate Professionals, and Business Owners to navigate their financial waters with sound decisions.

Education

Daniel graduated from the University of North Carolina at Chapel Hill in 1990 with a Bachelor of Science Degree in Pharmacy.  He also earned his MBA from Duke’s Fuqua School of Business in 1995.

Personal

Daniel and his wife, Rachel, live in Raleigh, NC, with their two children who are currently attending college at ECU and UNC-Chapel Hill.  He and his family are members of Colonial Baptist Church and are very committed to and active in their community.

Registrations

Daniel is FINRA Series 7 and 66 licensed in NC along with Life & Annuity, Variable Life & Annuity, and Accident & Health or Sickness which gives him the ability to offer insurance and investment options that are suitable and appropriate for each client’s best interest.

Registered Representative of and securities investment advisory services offered through Horner, Townsend & Kent, Inc. (“HTK”).  Registered Investment Advisor.  Member FINRA / SIPC.  Navigon Financial Group, Inc. is independent of HTK.

Check the background of this investment professional on FINRA’s BrokerCheck.

3025 Carrington Mill Blvd., Suite 150Morrisville, NC 27560919-941-6235919-941-6263dlee@navfin.com

Grady SmithFull Bio

Grady Smith

Born and raised in Charlotte, NC, Grady Smith graduated from East Carolina University with a BS in Business Administration. It was during this time, that he developed a passion for the Financial Industry and found his path as a Financial Professional.

As a millennial himself, Grady recognizes that importance of educating young people on how to set themselves up for financial success in the future. He does this by creating strategies that can achieve his clients’ life goals while not impacting their lifestyle. Grady’s focus is on helping young professionals, families and small business owners identify their financial needs and establish a path to reach those milestones over short, medium and long-term time horizons.

In his spare time, Grady enjoys golfing, fishing, and watching ECU Football.

Grady is Life Insurance licensed in North Carolina.

3025 Carrington Mill Blvd., Suite 150Morrisville, NC 27560919.941.6235, ext. 2340919.941.6263Gsmith@navfin.com

3025 Carrington Mill Blvd. Suite 150,   Morrisville, NC 27560   info@navfin.com   (866) NAVIGON   (919) 941-6263  |