CONNECT

Address:

7780 Brier Creek Parkway Suite 325
Raleigh, NC 27617

Phone:

919-544-0500

Fax/Other:

919-544-0502

About Us


Southeast Financial Group is an independent, SEC Registered Investment Advisor (RIA) located in Durham, North Carolina. Together with its sister office in Davidson, North Carolina the firm manages $157M in advisory assets for clients across the country.  

The firm also maintains a brokerage affiliation through LPL Financial.  For more information, or to download a copy of the firm's ADV, please click here.


Advisors:

 

Edward B. Secrest, CFP® is the founder and president of Southeast Financial Group, Inc. Edward earned a Bachelor's Degree in Economics at the University of North Carolina in Chapel Hill, then refined his financial planning skills working in the insurance, investment, and banking industries.  After 11 years of apprenticeship, Edward decided to build his own company in 2001, what is today Southeast Financial Group.  His objective investment management methods have been shaped by the full market cycles experienced from 1990 to the present. 

Edward is a CERTIFIED FINANCIAL PLANNERTM Professional and a past Board Member of the Financial Planning Association. Edward is registered through LPL Financial for both securities and fee-based planning.

Ed Secrest

 

John P. Sleesman, PhD, CFP® earned his BA degree in Biology from the College of Wooster and his PhD in Plant Pathology from The Ohio State University.

He served in the U.S. Army Chemical Corps and was honorably discharged at the rank of 1st Lieutenant.  After completing a 31 year career with Bayer CropScience, where he served in numerous managerial positions in both Research & Development and Marketing, he joined Southeast Financial Group.

John is a CERTIFIED FINANCIAL PLANNER™ Professional, Past President of the Financial Planning Association of the Triangle Chapter, and holds Series 7 and 66 securities registrations through LPL Financial.

John Sleesman
 
 
   

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck