


Spaugh Dameron Tenny Email Formats
Financial Services • Charlotte, North Carolina, United States • 11-20 Employees
Spaugh Dameron Tenny Email Formats
Spaugh Dameron Tenny uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@financialguide.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@financialguide.com | 100% |
Key Contacts at Spaugh Dameron Tenny
Joannah Long
Director Of Marketing
Jordan Bilodeau
Director Of Planning & Strategy / Financial Planner
Shanda Mahoney Bortner
Director Of Investments
Company overview
| Headquarters | 4350 Congress Street, Suite 300, Charlotte, NC 28209, US |
| Phone number | +17045579600 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Planning, Investing, Retirement Planning, Financial Planning, Estate Planning, Private Wealth Services, Student Loan Consulting |
| Founded | 1957 |
| Employees | 11-20 |
| Socials |
About Spaugh Dameron Tenny
Personalized financial planning, wealth management, and retirement strategies for executives, physicians, dentists, business owners, and successful retirees, offering experienced, fiduciary guidance every step of the way. We believe your financial life deserves more than a one-size-fits-all plan. Our team helps you simplify decisions, protect what matters, and build a future on your terms. Follow us for insights on building lasting wealth – both personally and professionally. Learn more → www.sdtplanning.com Mission: Through personal financial planning, we equip clients to make decisions, so they feel secure, free, and successful and we inspire them to a legacy of generosity and stewardship. The SDT Team® Pledge At Spaugh Dameron Tenny, we diligently try to make the process of hiring a financial planner safe, fun, and approachable. Although we can't see every twist and turn, we work hard toward this Pledge. We empower you → You will feel in control of your money, instead of your money controlling you. We give you Guilt-Free Spending™ → You will be able to spend money knowing you have a realistic plan in place for your long-range goals. We want you to feel like our only client → You will never be put on hold or speak with someone who doesn't know your name. We educate with plain language → You will understand your financial plan, including the strategy and why it makes sense just for you. We are accessible → You will be able to get in touch with us every time. Your team is available and ready whenever you need us. Disclosures: https://www.sdtplanning.com/license
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Spaugh Dameron Tenny has 7 employees across 1 departments.
Departments
Number of employees
Funding Data
Spaugh Dameron Tenny has never raised funding before.
Spaugh Dameron Tenny Tech Stack
Discover the technologies and tools that power Spaugh Dameron Tenny's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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