Mike Palmer, CFP®
Prior to founding Ark Royal Wealth Management, Mike Palmer spent over twenty-five years in the trust and wealth management fields.
A native of Raleigh, Mike’s career includes financial advisory and senior management positions at Central Carolina Bank, First Union National Bank and Trust Company of the South. He is a graduate of Broughton High School and the University of North Carolina at Chapel Hill and is a CERTIFIED FINANCIAL PLANNER™ professional.
Mike is an active member in several professional organizations including the National Association of Personal Financial Advisors (NAPFA) and the Wake County Estate Planning Council. In 2006, he was one of ten advisors from across the nation to be selected to serve on TIAA-CREF’s Board of Financial Advisors.
He was a founding member of the Dimensional Fund Advisors National Study Group (DFA NSG), comprised of ten advisors from several of the country’s leading independent Registered Investment Advisory firms. Mike’s civic involvement includes membership on the Administrative Board of Hayes Barton United Methodist Church, the UNC Educational Foundation’s Planned Giving Council and the Lacy Foundation Board. His past service includes serving on the boards of North Carolina Amateur Sports and the Raleigh Capitals Athletic Association.
Mike is a frequent writer and speaker, having articles published on financial planning and investing. He has been quoted on a variety of financial planning topics by national publications including Investment News, The Wall Street Journal, Bloomberg Wealth Manager and SmartMoney. He and his wife, Meredith, have four children. He has coached youth baseball and basketball and enjoyed a decade long career as a Division I basketball referee.
- Ark Royal Wealth Management
Nick is a native of Apex and a graduate of Apex Friendship High School and North Carolina State University with a B.S in Business Administration with a concentration in finance and accounting. During his final two years of school, he served Ark Royal Wealth Management as an intern before beginning his full-time role. He is now working as a financial planning associate and is completing course work for the Certified Financial Planner exam.
Nick is a passionate supporter of all North Carolina State athletics and an avid golfer. He makes frequent trips to Wilmington during basketball season to watch his brother play for the UNCW Seahawks.
Client Service Consultant
Lisa is a graduate of UNC-Chapel Hill with two decades of financial services experience. She and her husband David live in Apex and have two children. Lisa has a passion for college basketball and live music, especially Bruce Springsteen who she has seen live 35 times! Lisa is a proven talent who enjoys working with clients, with high follow through and attention to detail. She has a gift for telling you what she thinks, but in the most gracious way.