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Triangle Financial Advisors Moves to Independent Business Model

President Lorraine Johnson, CFP®, CFA, ADPA®, Announces Next Chapter in Company Growth

RALEIGH, NC, September 24, 2013 – Triangle Financial Advisors has announced that it has recently launched independent operations as the company embarks on the next chapter of growth. Formerly affiliated with Triad Financial Advisors, the company has implemented state-of-the-art technology with the support of Royal Alliance Associates as the company's Registered Investment Advisor, as well as a fully built-out infrastructure and strong team to run its business.

Triangle Financial Advisors' clients will benefit from an enhanced ability to research, identify and validate new investment strategies. Increased access to global investment experts, wider arrays of financial solutions, and cutting-edge technology to help simplify clients' complex and ever-changing finances will all be utilized to assist in managing client investment portfolios.

"I am delighted to announce these important changes to our firm," said President Lorraine Johnson, CFP®, CFA, ADPA®. "Financial planning and financial decisions have become more complex than ever before, and helping our clients to achieve their financial goals is of paramount importance to us."

About Triangle Financial Advisors
Founded in 2007, Triangle Financial Advisors has experienced significant growth, having quadrupled the total number of assets managed since inception. Known for developing innovative and effective ways to help clients create, manage and preserve personal wealth, the firm utilizes a customized approach to help meet clients' unique financial objectives. Services include Financial Planning for Individuals and Business Owners, Investment Management, Retirement Strategies and Insurance. For more information, visit 
www.trianglefa.com or call 919.789.3099.

About Lorraine Johnson, CFP®, CFA, ADPA®
President Lorraine Johnson is a highly qualified financial services representative with a unique combination of experience and professional credentials and over two decades of experience in the financial services industry. She is particularly adept at providing investment advice to entrepreneurs and business owners to integrate their personal and business planning.

Lorraine is a member of the North Carolina Society of Financial Analysts, the Financial Planning Association and the CFA Institute. She is a Registered Representative of Royal Alliance Associates, Inc., member FINRA/SIPC, and is registered for securities and insurance. As an active member of the Triangle community, Lorraine is a member of the Greater Raleigh Chapter of the National Association of Women Business Owners (NAWBO) and the Raleigh Business and Professional Network. She has proudly served the LGBT community and its unique needs for over 15 years, including serving on the Board of Directors of Equality NC as co-chair of the Major Gift Committee, as a former member of the Board of Trustees of the LGBT Center of Raleigh, and as a community resource for SAGE Raleigh. 




 
 
 Copyright © 2014. All Rights Reserved. Triangle Financial Advisors | 2301 Rexwoods Dr., Ste. 100 | Raleigh, NC 27607 | Phone (919) 789-3098

Securities and Investment Advisory Services offered by Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance offered through Triangle Financial Advisors, LLC and is not affiliated with Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, FL, GA, IL, IN, MD, NJ, NY, NC, TX, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


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