Our Southern Pines Office

Meet Our Southern Pines Team

Scott Kittrell
Financial Advisor

Scott Kittrell, FPQPTM
Financial Advisor

Scott joined Parsec in 2017. He graduated from North Carolina State University with a Bachelor of Arts in business management and economics as well as the Graduate School of Banking at Louisiana State University. Prior to joining the firm, Scott was Managing Director of CommunityOne Wealth, a division of CommunityOne Bank. His professional experience includes progressive roles in both investment management and banking with Interstate/Johnson-Lane and Wachovia Bank. He specializes in working with business owners and medical professionals. Scott is a Financial Paraplanner Qualified ProfessionalTM designee. Scott serves on the Board of Central Park NC, is a member of the Southern Pines Rotary Club and is an Elder at Brownson Memorial Presbyterian Church. He is married with two children and enjoys golf and tennis.

Gregory D. James
Partner

Gregory D. James, CFP®
Partner

Greg joined Parsec in 2001. His holds a Bachelor of Science in accounting from Pennsylvania State University. Greg has completed professional studies at the College for Financial Planning® and is a Certified Financial PlannerTM practitioner. He has worked in many capacities in the investment management field since 1986 and was formerly a senior advisor at Charles Schwab & Co., Inc. His experience also includes working as an accountant for the DuPont Corporation. Greg serves on the Board of Governors and is the President elect for the Charlotte City Club. He enjoys spending time on the South Carolina coast and sailing the Charleston Harbor with family and friends.

Millicent A. Carter
Financial Planner

Millicent A. Carter, FPQPTM
Financial Planner

Millicent joined Parsec in 2005. She graduated from Pfeiffer University in 1992 with a Bachelor of Science in criminal justice. Millicent is also a Financial Paraplanner Qualified ProfessionalTM designee. She is a native of New York, but fell in love with the South while at Pfeiffer. Millicent has 6 children that keep her life full.

Christina Schappert
Client Service Specialist

Christina Schappert
Client Service Specialist

Christina began working for Parsec in 2016, upon graduating from Binghamton University with a Bachelor of Science in financial economics. Throughout college, she worked with small businesses in her college town to help them develop their business plans, and obtain government grants and funding. Outside of work, she enjoys reading, golfing and traveling.

Nancy Blackman
Portfolio Manager

Nancy Blackman, CFP®
Portfolio Manager

Nancy joined Parsec in 2014. She graduated from York College of Pennsylvania with a Bachelor of Science in accounting and completed professional studies at Queens University, Charlotte to become a Certified Financial PlannerTM practitioner. Prior to joining Parsec, she worked in public accounting and as a financial consultant for Bank of America and Wells Fargo. Nancy has lived in the Charlotte community since 1996 and is a Certified Master Gardener.

Office Location

140-B SW Broad Street
Southern Pines, NC 28387

Phone: 910-684-8054
Toll Free: 877-727-7321
Fax: 704-334-9323

Credentials

Select a credential to view a description.

AAMS®

AAMS®

Accredited Asset Management SpecialistSM and AAMS® are service marks of the College for Financial Planning® and are awarded to individuals who successfully complete the college’s initial and ongoing designation requirements.

AIF®

AIF®

Accredited Investment Fiduciary® and AIF® are designation marks owned by Fi360. These marks represent a specialized knowledge of fiduciary standards of care and their application to the investment management process.

BFA™

BFATM

Behavioral Financial AdvisorTM and BFATM are service marks of the Kaplan Professional Academy. These marks represent that the individual has met the standards of the Kaplan Professional Academy, including completing the education, exam and ongoing certification requirements.

CDFA®

CDFA®

Certified Divorce Financial Analyst® and CDFA® are service marks of the Institute for Divorce Financial Analysts (IDFA)TM. The CDFA® designation indicates satisfaction of initial and ongoing certification requirements set forth by the institution.

CFP®

CFP®

Certified Financial PlannerTM and CFP® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFB Board’s initial and ongoing certification requirements.

CPA

CPA

Certified Public Account and CPA are the marks that designate excellence for public accountants. CPAs must meet state specific education, experience, ethics, exam and continuing education requirements to use the marks.

CTFA

CTFATM

Certified Trust and Financial AdvisorTM and CTFATM are certification marks of the American Bankers Association (ABA). This mark indicates the individual has met established educational and work experience requirements, and satisfaction of ongoing certification requirements set forth by the association.

CFA

CFA

Chartered Financial Analyst® and CFA are certification marks owned by the CFA Institute. These marks are awarded to individuals who successfully complete the CFA Institute’s initial and ongoing certification requirements.

FPQP™

FPQPTM

Financial Paraplanner Qualified ProfessionalTM and FPQPTM are registered service marks of the College for Financial Planning® and are awarded to individuals who successfully complete the college’s initial and ongoing designation requirements.

PFS

PFS

Personal Financial Specialist and PFS are certification marks owned by The American Institute of Certified Public Accountants (AICPA). This credential is granted solely to CPAs with considerable personal financial planning education and experience.

SHRM-CP

SHRM-CP

SHRM- Certified Professional and SHRM-CP is a credential owned by the Society for Human Resource Management. The certification is granted to those that satisfy the requirements as prescribed by the Society for Human Resource Management to become a certified human resource professional, and meet the ongoing recertification requirements.

Credentials

Select a credential to view a description.

AAMS®

Accredited Asset Management Specialist and AAMS® are service marks of the College for Financial Planning® and are awarded to individuals who successfully complete the college’s initial and ongoing designation requirements.

AIF®

Accredited Investment Fiduciary® and AIF® are designation marks owned by Fi360. These marks represent a specialized knowledge of fiduciary standards of care and their application to the investment management process.

BFA™

Behavioral Financial Advisor and BFA are service marks of the Kaplan Professional Academy. These marks represent that the individual has met the standards of the Kaplan Professional Academy, including completing the education, exam and ongoing certification requirements.

CDFA®

Certified Divorce Financial Analyst® and CDFA® are service marks of the Institute for Divorce Financial Analysts (IDFA). The CDFA® designation indicates satisfaction of initial and ongoing certification requirements set forth by the institution.

CFP®

Certified Financial Planner and CFP® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFB Board’s initial and ongoing certification requirements.

CPA

Certified Public Account and CPA are the marks that designate excellence for public accountants. CPAs must meet state specific education, experience, ethics, exam and continuing education requirements to use the marks.

CTFA™

Certified Trust and Financial Advisor and CTFA are certification marks of the American Bankers Association (ABA). This mark indicates the individual has met established educational and work experience requirements, and satisfaction of ongoing certification requirements set forth by the association.

CFA®

Chartered Financial Analyst® and CFA® are certification marks owned by the CFA Institute. These marks are awarded to individuals who successfully complete the CFA Institute’s initial and ongoing certification requirements.

FPQP™

Financial Paraplanner Qualified Professional and FPQP are registered service marks of the College for Financial Planning® and are awarded to individuals who successfully complete the college’s initial and ongoing designation requirements.

PFS

Personal Financial Specialist and PFS are certification marks owned by The American Institute of Certified Public Accountants (AICPA). This credential is granted solely to CPAs with considerable personal financial planning education and experience.

SHRM-CP

SHRM- Certified Professional and SHRM-CP is a credential owned by the Society for Human Resource Management. The certification is granted to those that satisfy the requirements as prescribed by the Society for Human Resource Management to become a certified human resource professional, and meet the ongoing recertification requirements.

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