Atlantic Coast Business Center
The Atlantic Coast Business Center is a group of local offices representing Principal® in the Carolinas and Virginia. We are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. We proudly represent Principal with integrity and professionalism.
Working with us
If you’re interested in working with us as an advisor, we’ll provide you a professional and supportive environment that helps you build your knowledge and skills. Learn more about what it’s like to work with us and meet our management team.
See our office locations & advisors
If you’re looking for a financial services product, we can help you find a local financial professional at Principal® to discuss your financial needs, as well as purchase life insurance, annuities, securities and investments.
See a list of advisors in the Atlantic Coast to contact one directly.
Do you want to make a difference and help others solve problems? We do too. That’s why we want to talk to you about your future with Principal. Whether you’re just getting started or ready to move your business in a new direction, we’ve got your back.
An inclusive culture and tools to build your career
The one thing we have in common is that each of us is different. That’s why we seek diversity in the people we hire. Our inclusion extends to the way we do business with a flexible work culture. That may mean you want to focus on a specific market, be a solo practitioner or join a team. No matter what you choose, we’re here to give you the right tools to build your confidence and help you succeed.
Meet the management team
Now that you know a little about our business center, we’d like to tell you about the amazing folks you’ll be working with.
Shawn Will - Senior Regional Managing Director
"I’m committed to helping our advisors determine what financial success looks like, and helping them achieve it." As a former advisor and managing partner, Shawn brings over 16 years of industry experience to his role here at Principal. He is an active member of the National Association of Insurance and Financial Advisors (NAIFA) and the General Agency Management Association (GAMA).
Gary Heatherington - Managing Director
Gary Heatherington joined our SC office in 2018, with over 40 years of experience in the financial services industry, in both management roles and as a successful advisor. During his time in management, he was an innovator in an advisor-teaming initiative. Originally from Pittsburgh, Gary and his wife Linda of 37 years, reside in Mt Pleasant, SC. They are blessed with 2 sons and 2 grandchildren. In his off time, he enjoys playing golf, and rooting for the Pittsburgh Steelers.
Ryan Marsh - Senior Managing Director
Ryan has served the Charlotte community with financial services since 2001. He built a successful practice of business owners and families before joining the management team. A graduate of UNC Charlotte, with a Bachelor of Arts in Mathematics, Ryan is an active member of both the Charlotte and Cabarrus County Chamber of Commerce. He also serves as an advisor for the Student’s in Free Enterprise (SIFE) at UNC Charlotte and is a Diversity Council of the Carolinas member. Ryan is a sports enthusiast and loves engaging in golf, softball, basketball, and football. He enjoys spending quality time with his wife and five children.
Craig B. Miller, CFP®, CRPC® - Associate Managing Director
Craig brings over 13 years of experience to his role as Associate Managing Director. Craig is passionate about working with both clients as well as internal partners, providing financial planning solutions to clients and training and growth support to advisors. Craig is originally from Florida and enjoys staying active through sports and outdoor activities.
Angie Dirks - Operations Manager
“I care about the individual success of our advisors, employees and clients, and I strive to ensure the best possible experience for them.” Angie began working for Principal in 1998, and as Operations Manager she specializes in logistics, expense management, and the development of our advisors and administrative team.
Bill Nelson - Director of Field Supervision
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Bill joined Principal in 2016 with over 25 years of insurance and financial services experience. As Director of Field Supervision, Bill assists our advisors, managers, and compliance directors by providing education and guidance to help foster a compliant and ethical sales culture. Bill lives in Charlotte with his wife and their two Shih Tzus, and enjoys drawing and playing the guitar.
Nicole Hathaway - Marketing Associate
"I aim to support financial professionals in defining their value proposition, forming their unique story, and helping them create meaningful relationships with their clients."
Nicole joined Principal® in 1999. As a Marketing Associate, she develops and implements the Business Center's marketing, branding and community outreach initiatives. She also assists Principal® financial professionals and their team members with their individual marketing goals, collaborates with them to define their target markets, and provides resources and support as they build their practice.
Connie Harrison - Sales Support Specialist
“My motto comes from Mother Teresa, and says a lot about me: Let no one ever come to you without leaving Better and Happier.” Connie joined Principal in 2009. As a Sales Support Specialist, she works closely with our advisors, processing their business, and providing all around administrative support for our team.
Elaine Sharry - Sales Support Specialist
“I am a dedicated administrative professional focusing on working with financial advisors to help them deliver prompt and accurate products to prospective clients.” Elaine joined The Principal’s Atlantic Coast Business Center in 2010 as a Sales Support Specialist. Her positive attitude resonates throughout the Virginia office as she provides administrative and marking support to our advisors.
Kelly Childers - Sales Support Specialist
I am excited to serve our clients and Financial Advisors in the Charleston SC location of the Atlantic Coast Business Center. I joined Principal in 2014 as a Sales Support Specialist. My career in a related insurance industry with over 20 years’ experience helps me provide the high standard of service and support our clients, perspective clients and Financial Advisors deserve.
843-388-0811 ext. 130
Cindy Duick CLF®, LUTCF - Sr. Regional Marketing Strategist
Cindy's mission is to help field leaders, their teams and financial professionals achieve success through efficient use of resources, developing markets and strategic business planning. She partners with teams throughout the United States. Her financial services experience began in 1999, however she has worked in many aspects of sales and marketing in diverse fields such as advertising and sales promotion, corporate healthcare administration, and manufacturing.
Originally from Lancaster, PA, Cindy lives in Boca Raton with her husband and Rottweiler. Cindy is a long-time member of the Gulfstream Guardian Angels Rottweiler Rescue, a Defender for 4Kids of South Florida, an advocate for the Alzheimer's Foundation, and a member of St. Jude Catholic Church Boca Raton.
Suzie Daggett - Marketing Support Coordinator
Suzie brings to the Business Center over 18 years of industry experience. She specializes in providing high quality marketing support. She has a broad knowledge of Principal® products and new business processes, as well as years of customer service experience with both clients and advisors.
Suzie received her B.A. in French and International Business Certificate from the University of Iowa. She loves to travel and has been to 35+ countries. She enjoys live music/theater, cultural events and spending time with friends and family.
Interested in meeting with an advisor near you? Great! Check the list below to see who’s available in your area and learn more.
North Carolina offices
4141 Parklake Avenue, Suite 510
Raleigh, NC 27612
919-745-2040 or 800-457-3776
Directions to the Raleigh office
351 Old Bark Rd.
Boone, NC 28607
Directions to the Boone office
11215 N. Community House Road, Suite 700
Charlotte, NC, 28277
Directions to this Charlotte office
6148 Brookshire Blvd., Suite D
Charlotte, NC, 28216
Directions to this Charlotte office
1724 Brian Williams Road
Charlotte, NC, 28212
Directions to this Charlotte office
20621 N. Main St
Cornelius, NC 28031
Directions to the Cornelius office
225 Green St, Suite 203
Fayetteville, NC 28301
Directions to the Fayetteville office
534 South New Hope Road
Gastonia, NC 28034
Directions to the Gastonia office
445 Dolley Madison Road, Suite 100
Greensboro, NC 27410
Directions to the Greensboro office
214 W. Center Street
Lexington, NC 27292
Directions to the Lexington office
151 Poole Rd., Suite 501
Leland, NC 28451
Directions to the Leland office
107 Kilson Drive, Suite 102
Mooresville, NC 28117
Directions to the Mooresville office
22 East 10th Street
Roanoke Rapids, NC 27870
Directions to the Roanoke Rapids office
2990 Bethesda Place, Suite 601A
Winston-Salem, NC 27103
Directions to the Winston-Salem office
South Carolina offices
1012 eWall St.
Mount Pleasant, SC 29464
Directions to the Mount Pleasant office
10016 Congressional Ct.
Fort Mill, SC 29707
Directions to the Fort Mill office
Hilton Head Island Offices
200 Main Street, Suite 101 H
Hilton Head Island, SC 29926
Directions to this Hilton Head Island office
42 New Orleans Road, Suite 100
Hilton Head Island, SC 29928
Directions to this Hilton Head Island office
124 Holly Creek Dr.
Irmo, SC 29063
Directions to the Irmo office
4214 Mayfair Street, Suite C
Myrtle Beach, SC 29577
Directions to the Myrtle Beach office
15521 Midlothian Turnpike, Suite 404
Midlothian, VA 23113
804-897-8294 or 866-301-8734
Directions to the Midlothian office
The financial professionals of the Atlantic Coast Business Center are licensed in NC, SC and VA to offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advice.
This site is not a solicitation of interest in any of these products in any other state.
Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, member SIPC. Principal National, Principal Life, and Principal Securities are members of the Principal Financial Group, Des Moines, IA 50392.
* Advisors marketing under DBA are not an affiliate of any company of the Principal Financial Group®.
Important Consumer Information: The Atlantic Coast Business Center Financial Professionals of Principal Securities may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he or she is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by any of the Financial Professionals of Principal Securities that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he or she represents, contact your state securities law administrator.
The Financial Professionals of Principal Securities are licensed in a number of states to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and are securities and advisory registered in a number of states This site is not a solicitation of interest in any of these products in any other state.
Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number 71161.