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Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt Email & Phone Number

Owner, Townsend Asset Management Corp. at Townsend Asset Management Corp.
Location: Raleigh, North Carolina, United States 5 work roles 3 schools
2 work emails found @assetmgr.com 2 phones found area 919 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails · 2 phones

Work email g****@assetmgr.com
Direct phone (919) ***-****
LinkedIn Profile matched
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Current company
Townsend Asset Management Corp.
Role
Owner, Townsend Asset Management Corp.
Location
Raleigh, North Carolina, United States
Company size
7 employees

Who is Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt? Overview

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Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt is listed as Owner, Townsend Asset Management Corp. at Townsend Asset Management Corp., a with 7 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at assetmgr.com, phone signal with area code 919, and a matched LinkedIn profile for Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt.

Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt previously worked as Chief Executive Officer at Townsend Asset Management Corp. and Registered Principal at Fsc Securities Corp.. Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt holds Masters, Agriculture from North Carolina State University.

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Email format at Townsend Asset Management Corp.

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{first}@assetmgr.com
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AeroLeads found 2 current-domain work email signals for Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt. Compare company email patterns before reaching out.

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Profile bio

About Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt

Townsend Asset Management Corp. is a registered investment advisory firm (RIA) offering comprehensive wealth management expertise to its clients. We are wealth managers, creating unique and dynamic strategies to accomplish financial and life goals in order to grow family wealth that endures. We are passionate about guiding our clients towards the realization of their dreams through dynamic financial, tax and investment services delivered with personal advice and attention.Specialties include:PORTFOLIO MANAGEMENT - active, in-house portfolio management, using individual stocks and bonds as well as no-load and exchange-traded fundsTAX PLANNING AND PREPARATION - preparation of tax returns for individuals, trusts, estates and businesses as well as tax planning and development of tax reduction strategiesESTATE, TRUST AND CHARITABLE GIVING - development of wealth management strategies to secure your future and protect generational wealthFINANCIAL PLANNING - individualized analysis, guidance and recommendations in areas including:

Current workplace

Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt's current company

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Townsend Asset Management Corp.
Townsend Asset Management Corp.
Owner, Townsend Asset Management Corp.
raleigh, north carolina, united states
Website
assetmgr.com
Employees
7
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Company profile
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5 roles

Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt work experience

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

Chief Executive Officer

Current
Townsend Asset Management Corp.

Raleigh-Durham, North Carolina Area

Gerald A. Townsend is President of the firm. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER,™ practitioner (CFP®), Chartered Financial Analyst® (CFA®) and a Chartered Market Technician (CMT). He received from the American Institute of CPA's the Personal Financial Specialist (PFS) designation and Accreditation in Business Valuation. Gerald holds an undergraduate degree from East Carolina University and a graduate degree from North Carolina State University. He is a member of the Financial Planning Association, the American Institute of CPAs, the CFA Institute and the Market Technicians Association. Prior to founding Townsend Asset Management in 1982, he worked for Ernst & Young and an investment advisory firm. As a frequent speaker and writer, Gerald has been quoted in USA Today, Changing Times, Business North Carolina and other publications, and has been recognized by Money magazine as one of the nation`s top financial advisors. He writes timely articles for the Townsend newsletter as well as website, and is invited to appear regularly on local television stations to offer market commentary.

Oct 1982 - Present

Registered Principal

Fsc Securities Corp.

Securities broker/dealer

Oct 1982 - Dec 1987

Financial V.P.

Mark Leonard & Associates

Investment management and financial planning software firm

Sep 1980 - Oct 1982

Assistant Controller

Athey Products

Tax Planning and Internal Audit

Sep 1979 - Sep 1980
Team & coworkers

Colleagues at Townsend Asset Management Corp.

Other employees you can reach at assetmgr.com. View company contacts for 7 employees →

MS Michele Stewart Michele Stewart Colleague at Townsend Asset Management Corp.Raleigh, North Carolina, United States View → RW Ryan Willson Ryan Willson Colleague at Townsend Asset Management Corp.Raleigh, North Carolina, United States View → AM Arne Morris Arne Morris Colleague at Townsend Asset Management Corp.Raleigh, North Carolina, United States View → RR Ronald Reed Ronald Reed Colleague at Townsend Asset Management Corp.Wake Forest, North Carolina, United States View → LA Leon Abbas Leon Abbas Colleague at Townsend Asset Management Corp.Cary, North Carolina, United States View → AM Arne Morris Arne Morris Colleague at Townsend Asset Management Corp.Raleigh, North Carolina, United States View →
3 education records

Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt education

High School

Whiteville High School
FAQ

Frequently asked questions about Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt

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

What company does Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt work for?

Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt works for Townsend Asset Management Corp..

What is Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt's role at Townsend Asset Management Corp.?

Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt is listed as Owner, Townsend Asset Management Corp. at Townsend Asset Management Corp..

What is Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt's email address?

AeroLeads has found 2 work email signals at @assetmgr.com for Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt at Townsend Asset Management Corp..

What is Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt's phone number?

AeroLeads has found 2 phone signal(s) with area code 919 for Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt at Townsend Asset Management Corp..

Where is Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt based?

Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt is based in Raleigh, North Carolina, United States while working with Townsend Asset Management Corp..

What companies has Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt worked for?

Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt has worked for Townsend Asset Management Corp., Fsc Securities Corp., Mark Leonard & Associates, Athey Products, and Ernst & Young.

Who are Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt's colleagues at Townsend Asset Management Corp.?

Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt's colleagues at Townsend Asset Management Corp. include Michele Stewart, Ryan Willson, Arne Morris, Ronald Reed, and Leon Abbas.

How can I contact Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt?

You can use AeroLeads to view verified contact signals for Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt at Townsend Asset Management Corp., including work email, phone, and LinkedIn data when available.

What schools did Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt attend?

Gerald Townsend, Cpa/Pfs/Abv, Cfp®, Cfa®, Cmt holds Masters, Agriculture from North Carolina State University.

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