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Investment Services

Meet the Team – Tony Alvarez

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Investment Services are offered through CFS*
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Tony Alvarez
Tony Alvarez

my financial planning philosophy & a bit about me

As a CFS Representative, my entire focus is on being an active partner in strengthening the financial well-being of our members. Working with me, you can expect to have a financial advisor who will continually build your financial knowledge and be a proactive partner throughout your financial journey. My mission is to support my friends, family, and network to achieve their best financial selves.

I come to Charlotte Metro’s Investment Services team with 9 years of experience in the financial services industry and am ready to assist our members with professional advice on retirement preparation, 401k assessments, asset management and protection, and investment planning.

I graduated with a B.S. in Business Administration with a concentration in Finance from the University of North Carolina at Pembroke. When I’m not assisting Charlotte Metro members, I enjoy baseball, fitness, and spending time with my family.

Currently, I serve the following branch locations: Matthews, Asheville^, Ballantyne^, Belmont^, Forest City^, Kings Mountain^, and Huntersville^ in NC and Rock Hill, SC^.

^denotes location is by Appointment Only

Tony Alvarez

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contact tony today

Ready to build your financial knowledge and a plan to navigate your financial journey? Let’s get started…

contact tony today

Ready to build your financial knowledge and a plan to navigate your financial journey? Let’s get started…