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Charlotte Estate Planning Council
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Alexander Brown CTFA

Business Name Vanguard National Trust Company
Discipline Trust
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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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David Perkins CFP, CPA, PFS

Business Name Verum Partners, LLC
Discipline CFP
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Alan Graves

Business Name Wachovia Bank, N.A.
Discipline At Large
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Jonathan Justice AEP, CTFA

Business Name Wealth Strategist & Advisor
Discipline At Large
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Charlie Bevan JD

Business Name Wells Fargo Bank, N.A.
Discipline CFP
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Larissa Bixler JD

Business Name Wells Fargo Private Bank
Discipline Trust
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Charles Myerly

Business Name
Discipline At Large
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