Contact BFS

North Carolina
Tim Hunt & Dennis Kingsley
1315 East Blvd.
Suite 409
Charlotte, NC 28203

t 704 906 4728 (Tim)
t 704 904 2679 (Dennis)
f 866 467 5260

Tim Hunt

Tim Hunt
Partner

Tim Hunt is a Partner with BFS. He is from Durham, NC. He holds a Business Administration degree from UNCC in Charlotte, NC. Tim has worked in the Financial Services industry for fifteen years. He works with community banks to design, finance, and service their Executive & Director Benefit Plans and BOLI portfolios. He is licensed in several states to sell life insurance and variable life insurance products. Tim is a Registered Investment Advisor and holds his Series 7 and 63 securities licenses. He is also a member of the North Carolina Bankers Association, South Carolina Bankers Association, Florida Bankers Association, and the Georgia Bankers Association. Prior to his work in the financial services industry, Tim was a Nuclear Missile Launch Officer in the United States Air Force. While in the Air Force, Tim earned his MBA.


Dennis Kingsley

Dennis Kingsley
Partner

Dennis Kingsley is a Partner with BFS. He holds a Business Administration degree from the University of Southern California. Dennis has worked in the Financial Services industry for fifteen years. He works with community banks to design, finance, and service their Executive & Director Benefit Plans and BOLI portfolios. He is licensed in several states to sell life insurance. Dennis is a member of the North Carolina Bankers Association, South Carolina Bankers Association, Florida Bankers Association, and the Georgia Bankers Association. Dennis enjoys golfing and spending time with his wife Lauren and his two children, Lizzy and Andrew.


Morris D. Marley

Morris D. Marley, CRP
Senior Advisor

Mo is currently the President of Marley Advisors, LLC. He is the retired Senior Executive Vice President and Treasurer of BB&T Corporation where he served for 35 years. He has extensive treasury experience including interest rate risk management, investment portfolio management, liquidity and funding, policy design, and regulatory/analyst relations.

He also managed the bank’s $2.3 Billion BOLI portfolio, a responsibility he held for fifteen years prior to his retirement.

Mo earned his BS degree in economics from North Carolina State University and holds the Certified Risk Professional (CRP) designation sponsored by the BAI. He is licensed by FINRA (successor to the NASD) and holds the Series 63, 7, and 24 licenses

Florida
Matt Self
315 E Robinson Street
Suite 690
Orlando, FL 32801

t 800.822.7128
f 877.652.0469


Matt Self

Matt Self
Vice President

Matt has 13 years of experience in the community bank market evaluating and implementing executive retirement plans, change of control provisions, and BOLI financing strategies. In 1996, he joined The Benefit Marketing Group, a national consulting firm focused on executive benefits in the community bank marketplace. Over his career, Matt has helped 100's of financial institutions across the United States retain and reward their key executives.

Matt is a 1996 graduate of Georgia State University in Atlanta, Georgia where he received a Bachelor of Business Administration in Risk Management and Insurance.