Toney Falkner, MBA
Toney has spent his career helping people realize their most important financial goals. While his background has included banking, accounting and investment planning his focus has always been helping his clients make the best financial decisions possible based on their unique goals and circumstances. Ultimately, he found that the culture of most investment firms frowned on custom tailored solutions for clients and instead encouraged and rewarded herding clients into limited, pre-defined investment solutions. Unhappy with these choices, Toney and his partner Rick founded PWM of NC, a fee-only RIA firm devoted to seeing and serving our clients as individuals. Today, Toney continues to pursue his lifelong passion of delivering comprehensive, conflict free financial advice. In Toney's free time he enjoys spending time with his family and playing golf. Also, Toney is an animal lover and his favorite breed of dog is "rescue".
252-492-8694 Ext 1 | toney@pwmofnc.com
Rick is a co-founder and an Investment Advisor Representative with Private Wealth Management of NC. Prior to working with Private Wealth Management of NC, he was an independent contractor with Raymond James Financial Services from 1999-2009. Rick graduated with a B.A. in History from North Carolina State University and earned his Juris Doctorate degree from the University Of North Carolina School Of Law. Rick is former President of the North Carolina Services for Dentists Board of Directors and former Chairman of the North Carolina Heart Association planned giving program. Rick currently holds his series 65 license and in his free time, he enjoys bowling.
Matt specializes in investment and tax advising with Private Wealth Management of NC. Matt joined Private Wealth Management of NC in 2013. Prior to working with Private Wealth Management of NC, Matt worked with Ernst and Young from 2009 – 2012 as a financial statement auditor. He was a senior associate with Ernst and Young before deciding to change career paths into investing, finance and tax. Matt earned both his undergrad and graduate degree in Accounting from North Carolina State University. Matt holds his CPA and series 65 licenses. Matt served on the Board of Directors for the Capital City Clauses from 2015-2017 and served on the Young Executive Board at City Club Raleigh from 2017-2018. Matt enhanced his leadership skills by participating in Leadership Raleigh and becoming a graduate of Leadership Raleigh 40 in 2020. In his free time, Matt enjoys playing golf, fly fishing and running.
Matt is an Investment Advisor Representative, Operations Manager and Compliance Officer at Private Wealth Management of North Carolina. Matt handles the day to day business operations and ensures the Company is in compliance with North Carolina State Laws. Prior to joining PWM of NC in 2011, Matt earned his degree in Business Administration with a Concentration in Finance from the University of North Carolina-Wilmington. Matt currently holds his Series 65 license. In his free time, Matt enjoys playing golf, basketball and weight training. 
