Bill Stokes, Cmb, Cfa
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Bill Stokes, Cmb, Cfa Email & Phone Number

Owner & President (NMLS # 1143026) of American Security Mortgage Corp (NMLS # 40561)Owner & CEO at Stokes Investment Consulting, LLC at American Security Mortgage Corp (NMLS# 40561)
Location: Charlotte, North Carolina, United States 10 work roles 3 schools
2 work emails found @americansecuritymortgage.com 3 phones found area 704 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 3 phones

Work email b****@americansecuritymortgage.com
Direct phone (704) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
American Security Mortgage Corp (NMLS# 40561)
Role
Owner & President (NMLS # 1143026) of American Security Mortgage Corp (NMLS # 40561)Owner & CEO at Stokes Investment Consulting, LLC
Location
Charlotte, North Carolina, United States
Company size
142 employees

Who is Bill Stokes, Cmb, Cfa? Overview

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Quick answer

Bill Stokes, Cmb, Cfa is listed as Owner & President (NMLS # 1143026) of American Security Mortgage Corp (NMLS # 40561)Owner & CEO at Stokes Investment Consulting, LLC at American Security Mortgage Corp (NMLS# 40561), a with 142 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at americansecuritymortgage.com, phone signal with area code 704, and a matched LinkedIn profile for Bill Stokes, Cmb, Cfa.

Bill Stokes, Cmb, Cfa previously worked as Owner & President, American Security Mortgage Corp at American Security Mortgage Corp (Nmls# 40561) and Owner & Executive Vice President at American Security Mortgage Corp. Bill Stokes, Cmb, Cfa holds Ab, Economics from Davidson College.

Company email context

Email format at American Security Mortgage Corp (NMLS# 40561)

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*@americansecuritymortgage.com
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AeroLeads found 2 current-domain work email signals for Bill Stokes, Cmb, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Bill Stokes, Cmb, Cfa

Expert investment professional with extensive experience in residential mortgage banking; institutional and high net worth investment management; client business development, sales, and service; investment consulting; and team management. Direct experience in developing investment strategy, establishing investment policy guidelines, asset allocation, portfolio management, performance measurement and attribution, and frequent client meetings. Strong leadership skills working in a collaborative manner with partners building valuable and productive long-term relationships. Highly motivated manager with a strategic entrepreneurial style. Successful in building highly productive and profitable teams that have led to organizational growth and financial outperformance.Chartered Financial Analyst (CFA) charterholderCertified Mortgage Banker (CMB)Specialties: Residential mortgage banking; GSE relationships; institutional investment management; client development, sales and distribution; client relationship management; investment consulting; client risk assessment; Modern Portfolio Theory; investment policy guidelines; asset allocation; performance attribution analysis; equity, fixed income, and alternative products.

Listed skills include Portfolio Management, Investments, Fixed Income, Equities, and 21 others.

Current workplace

Bill Stokes, Cmb, Cfa's current company

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American Security Mortgage Corp (NMLS# 40561)
American Security Mortgage Corp (Nmls# 40561)
Owner & President (NMLS # 1143026) of American Security Mortgage Corp (NMLS # 40561)Owner & CEO at Stokes Investment Consulting, LLC
charlotte, north carolina, united states
Website
americansecuritymortgage.com
Employees
142
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10 roles · 47 years

Bill Stokes, Cmb, Cfa work experience

A career timeline built from the work history available for this profile.

Svp Of Secondary Marketing

Knutson Mortgage Corporation
1986 - 1988 ~2 yrs
Team & coworkers

Colleagues at American Security Mortgage Corp (NMLS# 40561)

Other employees you can reach at americansecuritymortgage.com. View company contacts for 142 employees →

NR Nikki Redman Nikki Redman Colleague at American Security Mortgage Corp (Nmls# 40561)Charlotte, North Carolina, United States View → DH Derek Hartley Derek Hartley Colleague at American Security Mortgage Corp (Nmls# 40561)Jacksonville, North Carolina, United States View → SA Samona Adams Samona Adams Colleague at American Security Mortgage Corp (Nmls# 40561)Charlotte, North Carolina, United States View → TD Terri Durkin Terri Durkin Colleague at American Security Mortgage Corp (Nmls# 40561)Huntersville, North Carolina, United States View → KS Kris Steele Kris Steele Colleague at American Security Mortgage Corp (Nmls# 40561)Charlotte, North Carolina, United States View → KM Kelly Murphy Kelly Murphy Colleague at American Security Mortgage Corp (Nmls# 40561)United States View → KB Ken Baltes Ken Baltes Colleague at American Security Mortgage Corp (Nmls# 40561)Charlotte, North Carolina, United States View → JR Jill Roberts Jill Roberts Colleague at American Security Mortgage Corp (Nmls# 40561)Lancaster, South Carolina, United States View → YM Yelena Melikhova Yelena Melikhova Colleague at American Security Mortgage Corp (Nmls# 40561)Virginia Beach, Virginia, United States View → DZ Debbie Zowe Debbie Zowe Colleague at American Security Mortgage Corp (Nmls# 40561)Fayetteville, North Carolina, United States View →
3 education records

Bill Stokes, Cmb, Cfa education

FAQ

Frequently asked questions about Bill Stokes, Cmb, Cfa

Quick answers generated from the profile data available on this page.

What company does Bill Stokes, Cmb, Cfa work for?

Bill Stokes, Cmb, Cfa works for American Security Mortgage Corp (NMLS# 40561).

What is Bill Stokes, Cmb, Cfa's role at American Security Mortgage Corp (NMLS# 40561)?

Bill Stokes, Cmb, Cfa is listed as Owner & President (NMLS # 1143026) of American Security Mortgage Corp (NMLS # 40561)Owner & CEO at Stokes Investment Consulting, LLC at American Security Mortgage Corp (NMLS# 40561).

What is Bill Stokes, Cmb, Cfa's email address?

AeroLeads has found 2 work email signals at @americansecuritymortgage.com for Bill Stokes, Cmb, Cfa at American Security Mortgage Corp (NMLS# 40561).

What is Bill Stokes, Cmb, Cfa's phone number?

AeroLeads has found 3 phone signal(s) with area code 704 for Bill Stokes, Cmb, Cfa at American Security Mortgage Corp (NMLS# 40561).

Where is Bill Stokes, Cmb, Cfa based?

Bill Stokes, Cmb, Cfa is based in Charlotte, North Carolina, United States while working with American Security Mortgage Corp (NMLS# 40561).

What companies has Bill Stokes, Cmb, Cfa worked for?

Bill Stokes, Cmb, Cfa has worked for American Security Mortgage Corp (Nmls# 40561), American Security Mortgage Corp, Wachovia (Evergreen Investments), A Wells Fargo Company, Wachovia (Mentor Investment Group), and Wachovia Securities (Wells Fargo Advisors).

Who are Bill Stokes, Cmb, Cfa's colleagues at American Security Mortgage Corp (NMLS# 40561)?

Bill Stokes, Cmb, Cfa's colleagues at American Security Mortgage Corp (NMLS# 40561) include Nikki Redman, Derek Hartley, Samona Adams, Terri Durkin, and Kris Steele.

How can I contact Bill Stokes, Cmb, Cfa?

You can use AeroLeads to view verified contact signals for Bill Stokes, Cmb, Cfa at American Security Mortgage Corp (NMLS# 40561), including work email, phone, and LinkedIn data when available.

What schools did Bill Stokes, Cmb, Cfa attend?

Bill Stokes, Cmb, Cfa holds Ab, Economics from Davidson College.

What skills is Bill Stokes, Cmb, Cfa known for?

Bill Stokes, Cmb, Cfa is listed with skills including Portfolio Management, Investments, Fixed Income, Equities, Asset Allocation, Capital Markets, Finance, and Investment Management.

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