AADMM
   
American Association of Daily Money Managers

DMM Directory

AADMM does not endorse nor guarantee the services of any member listed in the "DMM Directory" section. However, all current AADMM members listed below have signed a Code of Ethics. We always encourage consumers to interview and ask for client or personal references before commencing services from a DMM. Be sure to review our list of questions to ask before hiring a DMM.

    A B C D E F G H I J K L M N O P Q R S T U V W Y Z
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    John C. Bragg Jr.

    Professional Daily Money Manager
    15119 Ballantyne Country Cub Drive Charlotte, North Carolina 28277 United StatesCell Phone: 704-577-4486
    Clients Served
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    Photo of Joanne Brown

    Joanne Brown

    Brown Personal Money Management Services, LLC
    Waxhaw, North Carolina 28173 Cell Phone: 704-756-7157Website: https://brownmoneymanagement.com/about.html
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • Non-profit Organizations
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Tracking donations made to non-profits and gifts made to individuals
    Photo of Heather Budgick

    Heather Budgick

    OwnerTime Savvy Solutions, LLC
    Concord, North Carolina 28027 United StatesWork Phone: (980) 505-7048Website: http://timesavvysolutions.com
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Assisting family members or other professional who are named as fiduciaries
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    421 East Main Street Jamestown, North Carolina 27282 United StatesWork Phone: 336-991-1173
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    Frances Cullen

    The Financial Caretaker
    11 Chancery Place Durham, North Carolina 27707 United StatesWork Phone: 919-448-6937Website: http://www.thefinancialcaretaker.com
    Photo of Stephanie Dowd

    Stephanie Dowd

    Step by Step Consulting LLC
    Winston Salem, North Carolina 27103 Work Phone: 336-422-7398Website: https://www.stepbystepone.com/
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Financial coaching or counseling
    • Facilitation of household payroll
    • Works Remotely
    Photo of Lisa P. Edwards CPA

    Lisa P. Edwards CPA

    PresidentLifeSolutions of Eastern North Carolina LLC
    1425 South Glenburnie Road Suite 6 New Bern, North Carolina 28562 United StatesWork Phone: 252-670-0028Website: http://www.lifesolutionsadvisor.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
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    Mebane, North Carolina 27302 Work Phone: 336-214-5510
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    Laura Furgeson

    OwnerOffice In Order
    229 North Church Street #200 Charlotte, North Carolina 28202 US724 Pompano Road Saint Helena Island, South Carolina 29920 US , Alabama Work Phone: 704 997 3550Work Fax: 704 748 0055Business Established: November 12, 2018Website: http://www.officeinorder.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • Military Personnel and Veterans
    • People with disabilities, chronic illness, including mental illness
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    • Small Business Owners
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Notary services
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
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    Merrill E. Gowdy

    Gowdy & Associate
    2241 Thornridge Road Charlotte, North Carolina 28226 United StatesWork Phone: 704-975-7325Work Fax: 704-365-9861
    The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
    The user assumes all responsibility and risk for the use of this website. Under no circumstances shall the American Association of Daily Money Manager (AADMM), its board members, or management team be liable for any direct or indirect damages that result from the use of information posted on the website. Reference to any products of services are for convenience only and do not constitute an endorsement of AADMM.