Bill Staton is a Chartered Financial Analyst (CFA) with an MBA in finance from The Wharton School at the University of Pennsylvania and a bachelor's degree in business administration from UNC-Chapel Hill. Bill is widely known as 'America's Money Coach.' He has been Managing Director and Chief Investment Officer for Staton Financial Advisors, LLC, since its inception in 2000. He and his wife/partner Mary began portfolio management in 1997. An economic historian with 43 years in the financial-services industry, Bill has been profiled or quoted in the Wall Street Journal, Washington Post, New York Times, Barron's, Business Week, Kiplinger's Personal Finance, Bottom Line/ Personal, and Money magazine, and interviewed on numerous radio and television shows. He is the author of six books on investing, including his most recent, Double Your Money in America's Finest Companies: The Unbeatable Moneymaking Power of Rising Dividends, from John Wiley & Sons. Bill and Mary have four children and two grandsons.
Mary T. Staton is CEO and Chief Compliance Officer of Staton Financial Advisors, LLC, a portfolio management company headquartered in Charlotte, North Carolina. Mary has published several newsletters and been quoted in such publications as the Christian Science Monitor, Bottom Line Personal, Skirt magazine, SouthPark magazine, The Charlotte Observer, and Greater Charlotte Biz magazine, and interviewed on such stations as WFAE-FM and WJZY-TV. She is a former President of the Charlotte-South Rotary Club. During her presidential year (2010-2011), her club received the Rotary International's Presidential Citation Award and District 7680's Gold Award and its first-ever Outstanding International Peace and Service Award. In 2013, Mary was honored as her club's Distinguished Rotarian. She also belongs to the Paul Harris Society. Mary holds an MBA from the McColl School of Business at Queens University in Charlotte and a bachelor's degree in journalism from the University of Florida. She is a graduate of Leadership Charlotte, Class IX. Her favorite quote, from a poem by Elizabeth Barrett Browning, is 'Earth is crammed with heaven.'