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Chip Black is the founder and president of Black & Associates, LLC.
Chip has over 25 years experience in the estate and financial planning field. He is a graduate of the University of North Carolina at Chapel Hill, and received the Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) diplomas and designations from the American College, Bryn Mawr, PA. The National Association of Estate Planning Councils has designated Chip as an Accredited Estate Planner (AEP). This accreditation is awarded to estate planning professionals who meet strict education, experience and ethical requirements.
Chip is an active board member for numerous nonprofit organizations. He is a past president of the Community Foundation of Burke County, Inc., a charter member and first president of the Rotary Club of Burke-Sunrise, and past president of the Rotary Club of Morganton. He is currently serving a third term as elected Councilman for the Town of Valdese.
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Phyllis Sweezy, CLU
Phyllis joined Black & Associates in 1984 and is the Employee Benefit Specialist. She handles group insurance sales and service for health, life, disability and dental. Phyllis works with employers to design and implement payroll deduction benefit plans for their employees. She also handles individual products, such as Medicare supplements and long term care benefits.
Phyllis earned the Charter Life Underwriter (CLU) designation in 1991. She is the recipient of the Catawba Valley Association of Insurance and Financial Advisors (CVAIFA) distinguished 'Underwriter of the Year' award. She is a past president of CVAIFA and past president of the Western Piedmont Association of Health Underwriters.
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Tammy Arrowood
Tammy joined Black & Associates in April of 2001 as our Administrative Assistant. In this position, she tracks all insurance and investment transactions and handles service requests from clients and providers. She is also responsible for the management of our digital document and information system.
Tammy is a licensed agent for life, accident and health insurance. She is a 2001 graduate of Western Piedmont Community College, with an Associates Degree in Applied Science. While at Western Piedmont, she served as Vice-President of Student Government and Vice-President of the Paralegal Association.
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Will Cannon
Will joined Black & Associates in March of 2011 as an LPL Financial Advisor. Will is a graduate of Pfeiffer University in 2003 where he received a BS in Business Administration with a Finance concentra tion, and later completed his MBA in 2008.
Will has 8 years of experience in the Financial Services industry, beginning his career as a Financial Professional with AXA Advisors in 2004, and more recently as a Wealth Management Consultant at Tiaa-Cref. Will is currently pursuing the (CFP) Certified Financial Planner designation. Will is married to his wife Stephanie and they have a two-year old daughter Ella.
To email Will Click Here
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