Tiara Kincaid

Client Service Associate

Tiara Kincaid

Client Service Associate
tkincaid@cpcadvisors.com

Tiara joined CPC in 2018 as a Client Services Associate, primarily supporting advisors Adele Gipson and Michael McCool. Tiara assists CPC’s clients with their day-to-day needs, such as opening new accounts and funds transfers. She also provides administrative support to Trevor Thompson on the financial planning side of the business and serves on the Marketing Committee.

Prior to joining CPC, Tiara spent over 4 years as a Senior Financial Services Representative at E*TRADE Financial. In this role, she specialized in estate conversions, company stock plans, client education and trading.

She obtained her Bachelor of Business Administration from North Carolina Central University, concentrating in both finance and marketing. Tiara takes great pride in being an alumna of an HBCU (Historically Black Colleges & Universities). She also holds the Series 7 and 63 Securities licenses.

Tiara enjoys exploring the local restaurant scene, music festivals and concerts, travelling abroad with her friends, as well as visiting her family in the beautiful mountains of North Carolina. She also adores spending time with her adopted fur baby, Paisley.

tkincaid@cpcadvisors.com

Tiara joined CPC in 2018 as a Client Services Associate, primarily supporting advisors Adele Gipson and Michael McCool. Tiara assists CPC’s clients with their day-to-day needs, such as opening new accounts and funds transfers. She also provides administrative support to Trevor Thompson on the financial planning side of the business and serves on the Marketing Committee.

Prior to joining CPC, Tiara spent over 4 years as a Senior Financial Services Representative at E*TRADE Financial. In this role, she specialized in estate conversions, company stock plans, client education and trading.

She obtained her Bachelor of Business Administration from North Carolina Central University, concentrating in both finance and marketing. Tiara takes great pride in being an alumna of an HBCU (Historically Black Colleges & Universities). She also holds the Series 7 and 63 Securities licenses.

Tiara enjoys exploring the local restaurant scene, music festivals and concerts, travelling abroad with her friends, as well as visiting her family in the beautiful mountains of North Carolina. She also adores spending time with her adopted fur baby, Paisley.

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