Stratford Newitt Kiger

Current Employers

Employment History

• 11/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 09/2010 → 10/2019
  Kiger Law, Pc
  Charlotte, NC
• 11/2019 → Present
  Bank Of America, N.A.
  Charlotte, NC

Other Businesses

I*128186: For-Profit Organization; Kiger Law PC; Invstmnt rltd: Charlotte, NC S-Corp; Owner 9/1/10 Hours devoted: 4 Mthly Owner/Attorney - winding down law firm I*465863: For Profit; Cason-Coleman Company, LLC; Invstmnt rltd: N; Charlotte, NC LLC 6/2/08; Hours devoted: 1 Mhly; Hours devoted during trading hours: 0; Family Held I*128188: For-Profit Organization; Cason-Coleman Company SC, LLC; Invstmnt rltd: N; Folly Beach, SC LLC; Family Held; 10/7/08; Hours devoted: 1 Mthly; Hours devoted during trading hours: 0; family beach house, pay bills, not rented commercially/family use*AGENT UNDER DURABLE GENERAL POA; not investment related; Principal resides at DePaul Wexford House - Skilled Nursing Facility - Denver, NC, long-time family friend (50+ years); Start Date '16; 1 hr mthly as needed; no hours during trading hours; limited assets held at First National Bank - pay bills*AGENT UNDER DURABLE GENERAL POA; investment related: no; Principal resides at The Laurels and the Haven at Highland Creek - Assisted Living Facility - Charlotte, NC, former client; Start Date 2019; 1hrs/mo as needed; no hours during trading hours; limited assets held at State Employees Credit Union and long-time advisor at Merrill Lynch - pay bills*AGENT UNDER DURABLE GENERAL POA; not investment related; Principal resides at The Cypress - Assisted Living Facility - Charlotte, NC, former client; Start Date 2019; 1hrs/mo (ON STAND BY UNTIL NEEDED); hours during trading hours: 0 limited assets held by long-time advisor at Sullivan, Bryette, Speros & Blayney, LLC - pay bills (if client cannot handle affairs due to medical issues - not yet acting)*SUCCESSOR TRUSTEE UNDER REVOCABLE TRUST (terminates 2026 - non-discretionary); not investment related; Charlotte, NC 28203, (adult); Sole Beneficiary; Start Date 2017; 1 mthly to issue single check; hours during trading hours: 0; assets held at Wells Fargo I*933305: Entity Charitable; Women Executives for Community Service Inc (WINGS); Investment related: N; Charlotte, NC, 28222;Fundraising committee; 8/1/22; Hours devoted: 12 Yearly; Hours devoted during trading hours: 0; Duties: Scholarships, student financial aid services, educational awards, mentoring - general membership/philanthropy committee I*933304: Name: Women Executives Inc; Position: Fundraising committee; 8/1/22 I*1286286: Entity Charitable; Salem Academy & College; Investment related: N; Address: Charitable Organization; 7/1/2023; Hours devoted: 4 hrs Mthly; Hours devoted during trading hours: 4; Duties: Co-Chair of Fundraising Campaign, 4 year private liberal arts Women's college and 4 year private Girl's high school I*: 2383261Entity Type: Charitable Name: Camp Blue Skies Foundation Address: Charlotte, NC Investment Related: No Position: Board member Start Date: 06/01/25 Hours: 12 hrs annually Hours during trading: 0 Duties: Board Member / Committee Member - Camp Blue Skies Foundation offers residential camps, four week-long and one weekend, for adults with developmental disabilities, to enhance their lives through recreation, socialization and life skills education I*2666278, Entity Type: Name: A C C, Address: Charlotte, NC 28210, Investment Related: N, Position: Successor PoA, Start Date: 07/28/2025, Hours: 4 Mthly, Hours during Trading: 0 Duties: I*2666279, Name: D T C, Address: Charlotte, NC, Investment: N, Association: Successor POA, State Date: 7/28/25, Hours: 4 Month, Hours during Trading: 0 Month I*4595273 Name: C H N Address: Charlotte, NC Investment: No Association: Power of Attorney Start Date: 5/20/26 Hours: 1, Week Hours during trading: 0 Duties: Parents I*4741272 Entity Type: Charitable Name of OBA: Financial Planning Association - FPA Charlotte Address: Denver, Colorado, 80203 Investment Related: No Position: Officer Start Date: 07/27/2026 Hours: 5 Mhly Hours during trading: 1 Mthly Duties: Financial Planning Association is the largest membership organization in the US representing financial planners.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-31

Other Names

• Catherine Stratford Newitt
• Stratford Kiger