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 have 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 my family.

 

Linda Shull - lshull@pilotfa.com

 

Linda received her ungraduate degreee from the College of Charleston.  She 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 lives in Greensboro with her husband Chuck and they have three grown daughters and a grandson. Linda enjoys traveling, shopping and spending time with her family.

 

Cathy Stadler - cstadler@pilotfa.com

 

Mitzi Vernon - mvernon@pilotfa.com

 

Cindy Brody - cbrody@pilotfa.com

 

Cindy Brody works as an administrative assistant to the OSJ Principal at PFA and processes approved securities paperwork.  She handles blotter work, opens new accounts, manages the online file database, and keeps track of various compliance issues with registered representatives.  She lives in Thomasville NC with her husband and two teenage daughters, and enjoys the company of her 100-lb lab Sherlock.

 

Jean Hamlyn - Jhamlyn@pilotfa.com

 

Eva Darr - edarr@pilotfa.com