Yianni Haralambous, JD, CFP®, MTWM

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Yianni Haralambous,
JD, CFP®, MTWM

Director, Head of Advanced Wealth Planning

Charlotte, NC

Yianni believes in education and making sure clients understand the “why” behind a decision.

Office Locations Served

Charlotte, NC

Professional Summary

Focuses on developing comprehensive strategies that help clients confidently navigate the full spectrum of their financial lives. Leveraging an integrated approach, he recognizes that each client brings a unique set of puzzle pieces to the table. His role is to assemble those pieces into a clear and effective roadmap to ensure clients are prepared for every stage of life.

Previous Work Highlights

Began his career as a Specialized Fiduciary and Trust Officer with US Trust where he obtained his Certified Financial Planner designation. He later joined Truist as an Advice and Planning Strategist.

Personal Facts

A Charlotte native, Yianni enjoys spending time with his family, playing golf, and supporting the Carolina Panthers and Charlotte FC.

Education & Certifications

B.A., Criminal Justice and Criminology, University of North Carolina; Masters, Trust and Wealth Management Campbell University; J.D., Campbell University

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Jeffrey Kaufmann

Managing Director, Senior Wealth Manager

Professional Focus

Jeffrey works closely with his colleagues and his clients’ external trusted advisors on both public and private investments, retirement, philanthropic, estate and tax planning strategies. He brings decades of experience working with successful individuals and their families, business owners, corporate executives, endowments and foundations to manage their assets on a fiduciary basis.

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Shawn Moran

Senior Managing Director, Senior Wealth Advisor, Market Lead

Professional Focus

As a manager of Lido Atlanta’s regional office, Shawn is an advocate of Lido’s differentiated approach to portfolio management and believes it separates Lido from other wealth and investment managers. He brings extensive knowledge in wealth planning, investment strategy, and client relations to the team.

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Yianni Haralambous,JD, CFP®, MTWM

Yianni Haralambous,JD, CFP®, MTWM

Meet the Rest of the Charlotte, NC team

Jeffrey Kaufmann

Professional Focus

Shawn Moran

Professional Focus

Request an Introduction

Yianni Haralambous,
JD, CFP®, MTWM

Yianni Haralambous,
JD, CFP®, MTWM