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Charlotte Estate Planning Council
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Kimberley Payne CFP, JD, MBA

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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Rafael Altmayer CFP

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

Business Name Bank of America, N.A.
Discipline Trust
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Ryan Thrower CTFA

Business Name Bank of America/ Merrill Lynch
Discipline Trust
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Andrea Chomakos JD, LLM

Business Name Bank OZK
Discipline Attorney
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Gerald Applefield ChFC, CLU, JD

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 CFP

Business Name Barry Evans Josephs & Snipes
Discipline CFP
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Van Smith Jr. CFP

Business Name BCG Private Wealth at Merrill Lynch
Discipline CFP
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