Dwayne Tesseneer, AAMS®
Financial Advisor
Bio
“My mission in life is to show people that learning about money and finances is not difficult. By taking some small steps now, you can avoid some unnecessary hardships in life and establish a legacy for your family.” – Dwayne Tesseneer
For over 20 years, Dwayne Tesseneer has worked with individuals experiencing life changes guiding them in making wise choices that are right for their particular situation. His philosophy is to develop an overall plan by understanding a client’s full financial picture first and following up with an implementation strategy that addresses the concerns that arise.
Dwayne works with physicians, entrepreneurs, and families that need help with retirement. Nothing excites him more than to know he is making a difference in his client’s lives. They are his extended family.
Away from the office, Dwayne loves spending time with his wife and children. They can often be found traveling, camping, hiking, exploring new places, and learning about other cultures. Dwayne also has a big passion for all things culinary, both cooking and growing delicious food. On the weekends you can catch him by the grill or outside enjoying nature.
dtesseneer@bbridgefin.com
336.575.0387
1819 Pembroke Rd, Greensboro, NC 27408
Niche Markets
Philanthropy
Education
Physicians
Entrepreneurs
retirees
Team in Training-Leukemia and Lymphoma Society
UNC-Charlotte
Services Include
but are not limited to
retirement income
planning
INVESTMENT
MANAGEMENT
asset
allocation
LONG-TERM
FINANCIAL PLANNING
401(K) ROLLOVER
SERVICES
Licenses & Registrations
Series 7
Series 66
AAMS®
Securities Registration States:
Insurance Registration States:
Series 7:
General Securities Registered Representative
Held with LPL Financial
Series 66:
Uniform Investment Adviser
Held with LPL Financial & IAA
AAMS®:
Accredited Asset Management Specialist
Securities Registration States:
CA, FL, GA, NC, SC, TX, VA
Insurance Registration States:
FL, NC, TX, VA
General Securities Registered Representative
Uniform Investment Adviser
Accredited Asset Management Specialist
CA, FL, GA, NC, SC, TX, VA
FL, NC, TX, VA
Held with LPL Financial
Held with LPL Financial & IAA
