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Charlotte Estate Planning Council
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Samuel Williams

Business Name Samuel S. Williams, P. A.
Discipline At Large
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Maria Satterfield Attorney

Business Name Satterfield Legal, PLLC
Discipline Attorney
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Jayne Frazier CPA

Business Name Scharf Pera & Co., PLLC
Discipline CPA
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Scott Marshal Jones CFP

Business Name Scott Jones Financial
Discipline CFP
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Tennyson Shifley CLU

Business Name Shifley and Associates
Discipline CLU/ChFC
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Sam Liptak CFP

Business Name Signature FD
Discipline CFP
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Leah Maybry CPA

Business Name SignatureFD
Discipline CPA
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Alex Moss CFP

Business Name SignatureFD
Discipline CFP
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Meghan McBride CFP, CTFA

Business Name SignatureFD
Discipline CFP
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Wendell Estep CFP

Business Name SignatureFD
Discipline CFP
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