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Charlotte Estate Planning Council
Results 211 - 220 of 221
David Perkins CFP, CPA
Business Name
Verum Partners, LLC
Discipline
CFP
Alan Graves
Business Name
Wachovia Bank, N.A.
Discipline
At Large
Tom Worth III CFP
Business Name
Waterstone Wealth
Discipline
CFP
Sandra Carlson CFP
Business Name
Waverly Advisors
Discipline
CFP
Bianca Williams
Business Name
Wells Fargo Wealth & Investment Management
Discipline
Trust
Bates Adair Attorney
Business Name
Wilkes Atkinson & Joyner, LLC
Discipline
Attorney
Ann Marie Williams CPA
Business Name
Williams Advisory CPA Firm PLLC
Discipline
CPA
Carl King LLM
Business Name
Womble Bond Dickinson (US) LLP
Discipline
Attorney
Charles Myerly
Business Name
Discipline
At Large
Matthew Hansen Attorney
Business Name
Discipline
Attorney
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Upcoming Events
Thu Apr 23, 2026
CEPC Luncheon Event - SLAT-tery Will Get You Everywhere -- the key to a happy marriage while maximizing lifetime exemption gifts
Category: Events
Thu Apr 30, 2026
48th Annual Estate Planning and Wealth Management Forum
Category: Events
Sun May 3, 2026
Emerging Leaders Summer Family Social
Category: Emerging Leaders
Tue May 12, 2026
Emerging Leaders - Referrals Without Asking? Yes Please!
Category: Emerging Leaders
Tue May 26, 2026
Annual Meeting Luncheon - When Everything Matters, Nothing Does - What It Takes to Turn Good Intentions Into Focused Philanthropy
Category: Events
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