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Charlotte Estate Planning Council
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Angie Allred

Business Name EY
Discipline Attorney
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Scott Fligel CFP

Business Name F/A Wealth Advisors
Discipline CFP
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Gency Kirk CFP

Business Name Fifth Third Private Bank
Discipline Trust
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Sarah Kast

Business Name First Citizens Bank
Discipline Trust
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Nathan Wilcox CTFA

Business Name First Citizens Bank Wealth
Discipline Trust
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Scott Angel CFP

Business Name First Citizens Wealth
Discipline CFP
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Richard Houston CFP

Business Name First Citizens Wealth
Discipline CFP
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Joanna Pappas CFP

Business Name First Citizens Wealth
Discipline CFP
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Stephanie Safrit CTFA

Business Name First Citizens Wealth Management
Discipline Trust
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Daniel Speer CFP, CIMA, CLU

Business Name Fisher Investments
Discipline CFP
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