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VerifiedFinancial Services· Founded 1957

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 → 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:

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HeadquartersCharlotte, United StatesEmployees14(11 to 50)Founded year1957Websitesdtplanning.comLinkedIn profileLinkedIn

Verified contacts

16

available on Kipplo

LinkedIn employees

14

11 to 50 range

Open roles

no listings

Distinct roles

13

indexed titles

Tech stack

2

tools in use

Monthly traffic

2.3K

organic / mo

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Top roles at Spaugh Dameron Tenny

13 distinct titles indexed · top 10 shown.

  • 2practice administrator
  • 2research & planning analyst
  • 1certified financial planner
  • 1certified financial plannertm
  • 1certified financial plannertm professional
  • 1director of investments
  • 1director of marketing
  • 1director of marketing and business development
  • 1director of planning & strategy financial planner
  • 1insurance coordinator
  • +3more titles

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