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Charlotte Estate Planning Council
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Jay Eich CFP

Business Name Trust Company of the South
Discipline CFP
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Jeffrey Schroeder

Business Name U.S. Bank - Private Wealth Management
Discipline At Large
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Mark Pera CIMA, CTFA

Business Name United Bank
Discipline Trust
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Gina Amaxopulos

Business Name USI Insurance Services
Discipline At Large
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Michele Day CPA

Business Name Vanguard
Discipline CPA
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Charlie Bevan

Business Name Vanguard
Discipline CFP
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Kathryn Wysong

Business Name Vanguard
Discipline Attorney
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R. Christopher Gammon CFP

Business Name Verum Partners
Discipline CFP
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Justin Louis CFP

Business Name Verum Partners
Discipline CFP
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Walker Shelton CFP

Business Name Verum Partners
Discipline CFP
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