Ted DeLisi

AIF®, CKA®, CEPA
Partner & Wealth Advisor
Contact Ted

Meet Ted

Ted DeLisi is a Partner & Wealth Advisor based in Mooresville, North Carolina with 57 years of experience in the field.

Meet Ted

 

 

Ted has over 30 years of investment experience in developing, implementing and managing financial plans for individuals as well as small businesses. Ted is an Accredited Investment Fiduciary®, and is a Certified Kingdom Advisor® charter member (a community of Christian financial professionals). He is also a trained True Wealth Consultant.

Ted is an active member of the community through his church, and the Rotary Club of Troutman. Ted and his wife, Lisa, are passionate for caring for children. They were licensed foster care parents and have fostered children from 2009 until 2013 when they decided to adopt. They live on Lake Norman and have three children, Zach, Jessi and Jenna. Ted enjoys boating, golfing, and spending time with friends and family.

 

Learn More About Kingdom Advisors

 

Ted is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.

I would rather be rejected for being my true self, than be adored for someone I am not.
Matthew McConaughey

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 57 years financial industry experience
  • 6 years with Carson Wealth
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • AIF®
  • CKA®
  • CEPA
Professional Memberships
  • Certified Kingdom Advisors
I would rather be rejected for being my true self, than be adored for someone I am not.
Matthew McConaughey
Contact Ted

Carson Wealth

104 Welton Way
Mooresville, NC 28117
(704) 508-4949

Financial Services

Expertise