Team

Will Mackey was elected to the Board of Directors of Eastover Investment Advisors LLC and was appointed CEO of the Charlotte, NC firm on November 1, 2011. He is a Registered Investment Advisor Representative with the firm. Mr. Mackey is also a General Securities Representative and a General Securities Principal with Allen, Mooney & Barnes Brokerage Services, LLC, a member of FINRA/SIPC. Additionally, he is insurance licensed for variable life, variable annuities, fixed life, fixed annuities, long term care and disability insurance.

Mr. Mackey brings to Eastover nearly 20 years of experience in virtually every aspect of the financial services industry. He began his career as a successful financial advisor with regional and national firms of Raymond James and Wachovia Securities, Inc., assisting individuals and families with creating and preserving wealth. He later served as Regional Marketing Director for Nationwide Investment Services.

During the past 10 years, Mr. Mackey has served as Vice President of Business Development for Raymond James Financial Services, Inc., St. Petersburg, Florida, and as the National Sales Manager for Capitol Wealth Advisors based in Charlotte, NC. He served as CEO of Nexity Financial Services, Inc., a firm which he founded that was later acquired by Investment Professionals, Inc., located in San Antonio, Texas. His industry management positions have allowed him to work in the company of hundreds of successful advisors, exposing him to the best practices of some of the industry’s most proficient consultants and planners.

Mr. Mackey received his Bachelor of Science Degree in Business Administration with emphasis in Personnel Management from the University of South Carolina. A native of Lancaster, SC, he lives in Charlotte with his wife and three daughters where they are members of Forest Hill Church and the Carolina Golf Club.

Mr. Toney co-founded Eastover in 1988 and currently serves as its Managing Director. He has extensive Portfolio Management and Investment Management experience. Early on, Mr. Toney was a Research Analyst, Individual Portfolio Manager and Corporate Portfolio Manager at Hartford National Bank in Hartford, Connecticut. In 1976, Mr. Toney moved his family to Charlotte where he was a Senior Corporate Portfolio Manager with NCNB. In 1983, he helped organize the Interstate Asset Management where he became Chief Investment Officer. Mr. Toney and his wife Dottie are natives of Indiana and have two daughters and five granddaughters. He holds a B.S. degree from Indiana University and an MBA from the University of Hartford.

Mr. Morgan, a Partner and Managing Director of the firm, is a General Securities Representative and a Registered Investment Advisor Representative. He also maintains insurance licenses for life, variable life, health and annuities. Mr. Morgan is a 30-year veteran of the banking and investment community in Charlotte, including 26 years beginning with NCNB, the predecessor to Bank of America. He was a Senior Vice President and a Private Client Advisor with Bank of America with broad responsibilities providing his clients with investment, trust, lending and banking services. Mr. Morgan has been involved in numerous charitable projects in the community, including fund raising for the United Way, Arts and Science Council, and Junior Achievement. He has served as a board member of the MACS Education Foundation, the Charlotte Catholic High School

Mrs. Carlson is a Partner and Director of Wealth Management for our firm. She is a General Securities Principal, a General Securities Representative and a Registered Investment Advisor Representative, and holds insurance licenses in the areas of life, variable life, health and annuity. In addition, she holds the Qualifed 401(K) Administrator (QKA) designation by the American Society of Pension Professionals & Actuaries. Mrs. Carlson's prior experience includes employment with the Tallahassee, Florida CPA frm, Thomas Howell Ferguson P.A., and with Synovus Trust Company in both the Personal Trust Area and the Retirement Plan Services Division. Having received a Bachelor of Science in Finance from Florida State University, she is a Certifed Public Accountant and a Certifed Financial Planner, with memberships in both the American Institute of Certified Public Accountants and the Financial Planning Association.

Mrs. Roach is a Partner and serves as Chief Compliance Officer for Eastover Investment Advisors LLC. Mrs. Roach began her investment career with Shields & Company and is a General Securities Representative, General Securities Sales Supervisor, Municipal Securities Principal, Equities Trader, General Securities Principal, Registered Options Principal and Registered Investment Advisor Representative. Mrs. Roach is also a licensed Accident, Sickness and Life Insurance Agent. She was previously employed as an Employee Improvement Instructor at Ameritech in Indianapolis, Indiana.

Mr. Hinson is a General Securities Representative with our firm. He joined the company in 2009, as an Associate in the Operations area. Mr. Hinson began his fnancial career with Bank of America in 1998, working in the areas of Treasury Management, Investment Sales and Private Banking. A native of Charlotte, Mr. Hinson earned a Bachelor of Science degree in Sports Management with a minor in Marketing from Western Carolina University.

Securities offered through Allen, Mooney & Barnes Brokerage Services, LLC. Member FINRA/SIPC.

Mr. Barrett is a Senior Portfolio Manager for our firm. He joined Eastover in December 2010, and has over 14 years in the investment management field. He has held positions with Wells Fargo and Wachovia over the last nine years as a Senior Portfolio Manager and Strategist. Prior to his term at Wachovia, he worked as a Portfolio Manager at US Trust Company in Connecticut. Over the years, he has demonstrated skills in asset allocation strategies, portfolio risk/reward analysis, portfolio construction and deconstruction. Originally from Connecticut, Mr. Barrett holds a BA in Economics from Fairfield University and an MBA from the University of Connecticut. He is a member of the Charlotte Economic Club and has been involved with Habitat for Humanity and served as a volunteer with the Levine Children's Cancer Center. He and his wife Jennifer have two young children.