Credible, Credentialed Expertise.

Winston-Salem Office

Tryon Depot
VIEW EMPLOYEES AT THIS LOCATION


As of July 1st, 2017 Mimosa Investment Management, LLC has merged with Parsec Financial Wealth Management.


4400 Silas Creek Pkwy # 104, Winston-Salem, NC 27104

Phone: 336-659-0050
Fax: 336-659-0051

Contact our Winston-Salem Office

 


 

Winston-Salem Office

  • Daniel Johnson

    Daniel Johnson III, CFP®
    Senior Financial Advisor

    Daniel joined Parsec in 2013. His professional experience includes investment advisory services, personal banking services, and tax preparation with a large credit union. Daniel is a CERTIFIED FINANCIAL PLANNER™ practitioner, as well as a Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA). He is an active member of the South Asheville Rotary Club and serves on the board of Asheville GreenWorks. Daniel has been quoted in a number of publications, including the Wall Street Journal, AARP Bulletin, and the CFA Institute Magazine. He holds a Bachelor of Science degree in accounting from the University of North Carolina at Asheville, as well as an MBA with a certificate in finance from East Carolina University.

  • Robert H. Kluttz

    Robert H. Kluttz, CFA
    Senior Financial Advisor

    Prior to joining Parsec in 2017, Bob was owner of Mimosa Investment Management for 20 years. Previously he was Senior Vice President at Booke & Co, consulting on defined benefit/contribution retirement plans. Bob graduated from UNC-Chapel Hill with a bachelor’s degree in English and he has an MBA from Emory University. Currently, Bob serves on the Board of Advisors of the Lineberger Comprehensive Cancer Center at Chapel Hill and is a member of the Episcopal Diocese of North Carolina. For the last three years, he has been an active member of the North Carolina Civil War History Center. He and his wife have raised three children and they have seven grandchildren!

  • Charles C. Patton

    Charles C. Patton
    Senior Financial Advisor

    Prior to joining Parsec in 2017, Chuck was owner of Mimosa Investment Management for twenty years. He previously was a director at Cornercap Investment Counsel. Chuck graduated from UNC Chapel Hill with a bachelor’s degree in psychology and masters degree in business administration.

    He worked for eight years in retirement planning with AON Consulting, before beginning his career in investments. He spent another eight years with Cornercap Investment Counsel in Winston-Salem, prior to starting Mimosa Investment Management with Bob in the spring of 1997. Chuck and his wife have two boys who recently graduated from UNC-Chapel Hill. Chuck enjoys playing golf, fitness workouts, and walks with his dog.

  • Judi Staton

    Judi Staton
    Client Service Specialist

    Judi is a native of Jacksonville, FL who has called Winston-Salem home for the past 15 years. Her career in the financial service industry began at Barnett Bank in Jacksonville in 1997. Two mergers later, she left Bank of America to join Mimosa Investment Management in 2002. She has successfully raised two wonderful children who call Winston their home as well. In her free time, she enjoys the many activities available in the Triad, as well as spending time with family, friends, and the grand-dogs.