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Spaugh Dameron Tenny

Spaugh Dameron Tenny Email Formats

Financial ServicesFlag of USCharlotte, North Carolina, United States11-20 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.

FormatExamplePercentage
{first name}{last name}
johndoe@financialguide.com
100%

Key Contacts at Spaugh Dameron Tenny

Flag of US

Joannah Long

Director Of Marketing

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Jordan Bilodeau

Director Of Planning & Strategy / Financial Planner

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Shanda Mahoney Bortner

Director Of Investments

Company overview

Headquarters4350 Congress Street, Suite 300, Charlotte, NC 28209, US
Phone number+17045579600
Websites
NAICS52
SIC628
Keywords
Insurance Planning, Investing, Retirement Planning, Financial Planning, Estate Planning, Private Wealth Services, Student Loan Consulting
Founded1957
Employees11-20
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

Entry
Director
Manager

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.

HubSpot Cookie Policy Banner

HubSpot Cookie Policy Banner

Cookie compliance

Cloudflare Bot Management

Cloudflare Bot Management

Security

HubSpot CMS Hub

HubSpot CMS Hub

CMS

Slick

Slick

JavaScript libraries

Goober

Goober

JavaScript libraries

Envoy

Envoy

Reverse proxies

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Google Analytics

Google Analytics

Analytics

Frequently asked questions

Spaugh Dameron Tenny is located in Charlotte, North Carolina, US.
You can reach Spaugh Dameron Tenny at +17045579600.
Spaugh Dameron Tenny was founded in 1957, making it 69 years old. The company has established itself as a significant player in its industry over this time.
Spaugh Dameron Tenny has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

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