Triangle Securities Meet Our Executive Management

Karen Conrad

Senior Relationship Manager

“Far and away the best prize that life has to offer is the chance to work hard at work worth doing.”
-Theodore Roosevelt

 

Karen is a 33 year veteran of the financial services industry having begun her career with Paul Reynolds at Carolina Securities in 1981. One of the original members of Triangle Securities, she has developed many relationships over the years. As a Senior Relationship Manager, Karen works closely with individuals and families to clearly understand their unique situations and to offer actionable and achievable strategies to meet both their long and short-term financial needs.

In her own words:

“Every day is an opportunity to learn something and help someone, and I look forward to coming to work each day with such a wonderful team of professionals. Our clients are our priority, and I truly enjoy and value the personal relationships we have developed over the years, both young and old alike. It is a pleasure to assist them with care and concern for their life situations.”

Past Experience:
Registered Account Administrator/Wachovia Securities and predecessor firms
Registered Sales Assistant/Carolina Securities (Thomson McKinnon)

Credentials/Certifications:
Meredith College, B.A.
FINRA Registered Representative, Series 7, 63, 66


 

J. Lee Parker, CRPC®

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Senior Relationship Manager

“The purpose of life is not to be happy. It is to be useful, to be honorable, to be compassionate, to have it make some difference you have lived and lived well.”
-Ralph Waldo Emerson

Lee joined Triangle Securities in 2000 upon its founding and has dedicated his career to empowering families with confidence in their financial future.  With the TSWM team and a network of professional relationships, Lee helps families to create their own personal lifestyle plan, to monitor their progress and to make changes as their needs change over time.  Lee’s passion for life and for family is reflected in the multigenerational relationships he has created over his 30 year career.

In his own words:

“Over my career as an advisor, I’ve had the honor of working with families who have grown to be some of my dearest friends.  My passion is to be their advocate and to make a difference in their lives.  The sincere and mutual appreciation shared with my team members and with each client makes every day at TSWM a gratifying day.”

Past Experience:
Financial Advisor/Wachovia Securities and predecessor firms

Credentials/Certifications:
Chartered Retirement Planning Counselor™, College of Financial Planning
FINRA Registered Representative, Series 7, 63, 65
University North Carolina - Chapel Hill, BA

 

Michelle Petruolo, AWMA®

Senior Relationship Manager

“To be successful, the first thing to do is fall in love with your work.” – Sister Mary Lauretta

With 28 years of service in the financial services industry, Michelle has been with Triangle Securities since January 2003.  Dedicated to the firm’s client-centered culture, she is responsible for developing processes and procedures to ensure that the TSWM team is anticipating, meeting, and exceeding clients’ needs and advancing client service standards.

In her own words:

“Families rely on me for my advice and expertise.  I deeply respect their confidence in me, and I believe my life’s work is contributing to the quality of their lives.”

Past Experience:
Account Management/Private Financial Advisors Division of Wachovia Bank
Account Management/Wachovia Securities

Credentials/Certifications:
FINRA Registered Representative, Series 6, 7, 63, 65
ACCREDITED WEALTH MANAGEMENT ADVISORSM

Kim Shavlik Randolph

Administrative Professional, Client Service Professional

“A friendly look, a kindly smile, one good act, and life’s worthwhile.” -Unknown

Kim has been the welcoming face and warm voice that clients and visitors have come to know since joining Triangle Securities in November 2010 as the company’s administrative professional.  From office management and appointment scheduling to report preparation and client service support, Kim keeps the day to day of Triangle Securities in tidy order.

In her own words:

“The best part of my job is that I get to interact everyday with our wonderful clients and my family of co-workers without ever leaving my desk!  This is my happy place!”

Past Experience:
Office Manager, Business Development/Carolina Shutter and Blinds

Credentials:
University of North Carolina – Chapel Hill, BA

Paul D. Reynolds IV, AWMA®

Relationship Manager

“Success doesn't come from pie-in-the-sky thinking.  It's the result of consciously doing something each day that will add to your overall excellence.”
 –Nick Saban

Paul IV permanently joined the TS team in 2012, following a year as portfolio administrator with PDR Advisors in Charlotte NC. His responsibilities included monitoring interest rates and credit ratings, tracking performance data, and evaluating the vast inventory of individual bonds available for purchase.  Paul considers his time working with Gary Austin of PDR Advisors an extremely valuable experience, confirming his desire to add value to clients' financial lives with an emphasis on quality, diversification and thoughtful planning.  As a member of Triangle's service team, Paul helps clients with various day-to-day requests while helping ensure their asset allocation is consistent with both their short and long-term needs.

In his own words:

“The role Triangle Securities plays in our clients’ lives is a major responsibility. Helping families ensure that they can accomplish their goals is both gratifying and humbling.”

Past Experience:
Portfolio Administrator/PDR Advisors, Charlotte NC
Intern/Triangle Securities, Raleigh NC

Credentials/Certifications:
FINRA Registered Representative, Series 65
Campbell University, B.A.
ACCREDITED WEALTH MANAGEMENT ADVISORSM

 

Relationship management, financial planning, anticipation of needs, servicing client requests in a prompt manner – it’s all in a day’s work for our client services team.
In concert with our certified financial planning professionals, our relationship managers evaluate our clients’ overall financial situation including but not limited to education planning, retirement planning, risk management, wealth transfer and estate planning. Once these specific goals and preferences are communicated to our analytical team, our firm collaborates to ensure development and implementation of a harmonious, comprehensive financial strategy.

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