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Charlotte Estate Planning Council
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Walter Putnam Sr. CFP

Business Name Northwestern Mutual
Discipline CFP
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Callie Huggins CFP

Business Name Novare Capital
Discipline CFP
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J. Whitfield Wilks CFP

Business Name Novare Capital Management
Discipline Trust
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John Ryan CFP

Business Name Novare Capital Management
Discipline CFP
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Sophie Young CFP

Business Name Novare Capital Management
Discipline CFP
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Sara Jean Veatch CFP

Business Name Oakworth Capital Bank
Discipline CFP
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James C. Hardin III III

Business Name Offit Kurman, P.A.
Discipline Attorney
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Marshall Allen III CFP, CTFA

Business Name Old North State Trust
Discipline Trust
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Royce Weisner

Business Name Old North State Trust, LLC
Discipline Trust
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Scott Rogers

Business Name Opportune Consultants
Discipline At Large
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