Pilot Financial Advisors Staff
Bill O'Neil - boneil@pilotfa.com
Bill received his Bachelor’s Degree in Business from Westminster College and his Master’s Degree from Thunderbird, the Garvin School of International Management. Bill is a former president of the Triad General Agents and Managers Association, and past president of the Greensboro Chapter of the Society of Financial Service Professionals. Bill served as Branch Manager for Phoenix Wealth Management for over 18 years where he was awarded all the company’s management awards. In his over twenty-five plus years in the financial services and insurance industry, Bill has concentrated on helping producers and agents achieve their production and financial goals.
Michael Stevenson - mstevenson@pilotfa.com
As Director of Business Development, Stevenson is responsible for the acquisition and transition of securities affiliates to the practice. He works with PFA staff to assist existing financial services practitioners with business processing, practice growth and transition, compliance/problem resolution and marketing. A New Hampshire native, Stevenson is a graduate of UNC-Asheville. He is Series 4, 7,24,53,63 and 65 registered and holds the Wharton School-FINRA Certified Regulatory Compliance Professional (CRCP) designation.
Kelly Hawkins - khawkins@pilotfa.com
Kelly serves as approving principal for the securities representatives that are affiliated with Lincoln Financial Securities Corp. through Pilot Financial Advisors. Kelly has held this position since 1999. Kelly's career with Lincoln (originally Pilot Life Ins. Co.) began in 1976. Kelly has one child and one grandchild and enjoys spending time with her friends and family.
Linda Shull - lshull@pilotfa.com
Linda is responsible for Marketing and IT support for Pilot Financial Advisors. Linda also assists Bill O'Neil in working with producers and agents in running illustrations, working with pending business and assisting in getting cases places and also dealing with services issues that may arise on a policy. Linda received her Bachelor's Degree from the College of Charleston. Linda lives in Greensboro with her husband Chuck and they have three grown daughters and two grandchildren. Linda enjoys traveling, shopping and spending time with her family.
Cathy Stadler - cstadler@pilotfa.com
Assistant to Al Capps
Mitzi Vernon - mvernon@pilotfa.com
Office Manager - Assistant to Roger Seigler
Jean Hamlyn - Jhamlyn@pilotfa.com
Receptionist
Eva Darr - edarr@pilotfa.com
Office Assistant
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