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Charlotte Estate Planning Council
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Stephen Browning CFP

Business Name Bank of America
Discipline CFP
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Stratford Kiger

Business Name Bank of America Private Bank
Discipline Attorney
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DeDe Harvey Gerhart CPA

Business Name Bank of America, N.A.
Discipline Trust
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Katherine Habermeyer

Business Name Bank OZK
Discipline Trust
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Robert Rominger Attorney

Business Name Bank OZK
Discipline Trust
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Sam Savage

Business Name Bank OZK
Discipline Trust
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Gerald Applefield CLU

Business Name Barry Evans Josephs & Snipes
Discipline CLU/ChFC
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John Barry CLU

Business Name Barry Evans Josephs & Snipes
Discipline CLU/ChFC
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Brandon Allain CFA

Business Name Barry Evans Josephs & Snipes
Discipline CFP
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Clint Crocker CFP, CLU

Business Name Barry, Evans, Josephs & Snipes
Discipline CLU/ChFC
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