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2012 Officers and Directors
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Chairperson/Past President
Diane M. Willis, CFP, CDFA
Wilshire Financial
13805 Ballantyne Corp.Pl., Ste500
Charlotte, NC 28277
Phone: 704/553-0690
Fax: 704/553-0691
dwillis@wilfin.com
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Director – Programs
Sandra B. Carlson, CPA, CFP
Eastover Investment Advisors
5605 Carnegie, Ste. 375
Charlotte, NC 28209
Phone: 704/336-6818
sandy.carlson@eastoverwealth.com |
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President
Lynn Davidson, CFP, CLU
Ameriprise Financial Services
16315 Northcross Dr., Ste D
Huntersville, NC 28078
Phone: 704/987-9794
Fax: 704/987-9793
lynn.j.davidson@ampf.com
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Director-Government Relations
William K. “Bill” Gary, CFP
Nationwide Insurance
124 S. Main St.
Mount Holly, NC 28120
Phone: 704/827-3151
Fax: 704/827-0717
garyw1@nationwide.com
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President Elect - In Process |
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Director – Membership
Jennifer K. Sperry, CFP
Waddell & Reed
5950 Fairview Rd., Ste 200
Charlotte, NC 28210
Phone: 704/553-7220 x127
Fax: 704/ 553-7977
jsperry@wradvisors.com
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Secretary/Treasurer
David A Perkins, J.D.,CPA, CFP
Carolinas Investment Consulting
5605 Carnegie Blvd., Ste 400
Charlotte, NC 28209
Phone: 704/643-2455
Fax: 704/643-2470
dperkins@carolinasinvest.com
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Director – Symposium
Brandon W. Davis, CFP
The Morehead Group
521 E. Morehead St., Ste 150
Charlotte, NC 28202
Phone: 704/334-2700 x306
Fax: 877/416-2532
bdavis@moreheadgroup.com
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Director-Communications
Peter J. Miller
ZOE Wealth Management
301 McCullough Dr., 4th Floor
Charlotte, NC 28262
Phone: 704/909-2895
Fax: 704/943-0586
pete.miller@zoewealth.com
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Director - Sponsor Development
Kristopher Carroll, CFP, CFA
Carroll Financial Associates
4201 Congress Street, Ste 210
Charlotte, NC 28209
Phone: 704/553-8006
Fax: 704/553-9610
k.carroll@carrollfinancial.com
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Director-Pro Bono
Yvette C. Mills, CFP, ChFC
Vanguard
5603 Fairvista Dr.
Charlotte, NC 28269
Phone: 704/996-3158
Fax: 704/306-8625
ymills@carolina.rr.com |
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Director - Professional Development
Cindy L. Reninger, CFP
TriCapital Financial Group
6000 Fairview Rd., Ste 415
Charlotte, NC 28210
Phone:704/571-8778 x107
Fax: 704/571-8779
creninger@tricapitalgroup.com
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Chapter Address
FPA of Charlotte
8019 Regent Park Lane
Charlotte, NC 28210
Phone: 704/556-7919
Fax: 704/553-0797
E-mail: fpacharlotte@aol.com
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Chapter Executive
Eugene C. Curtis (Gene)
8019 Regent Park Lane
Charlotte, NC 28210
Home Phone: 704/643-6811
Fax: 704/553-0797
Cell: 980-254-5329
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Other Contact Information:
Harry Greyard, CFP
Continuing Education
Phone: 704/553-7220 x 107
Fax: 704/553-7977
Chapter Web Site: www.fpacharlotte.org
FPA National: Phone1-800-322-4237
web site: www.fpanet.org
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Chairperson/Past President
Diane M. Willis, CFP, CDFA
Wilshire Financial
13805 Ballantyne Corp.Pl., Ste500
Charlotte, NC 28277
Phone: 704/553-0690
Fax: 704/553-0691
dwillis@wilfin.com
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Director – Programs
Sandra B. Carlson, CPA, CFP
Eastover Investment Advisors
5605 Carnegie, Ste. 375
Charlotte, NC 28209
Phone: 704/336-6818
sandy.carlson@eastoverwealth.com |
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President
Lynn Davidson, CFP, CLU
Ameriprise Financial Services
16315 Northcross Dr., Ste D
Huntersville, NC 28078
Phone: 704/987-9794
Fax: 704/987-9793
lynn.j.davidson@ampf.com
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Director-Government Relations
William K. “Bill” Gary, CFP
Nationwide Insurance
124 S. Main St.
Mount Holly, NC 28120
Phone: 704/827-3151
Fax: 704/827-0717
garyw1@nationwide.com
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President Elect - In Process |
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Director – Membership
Jennifer K. Sperry, CFP
Waddell & Reed
5950 Fairview Rd., Ste 200
Charlotte, NC 28210
Phone: 704/553-7220 x127
Fax: 704/ 553-7977
jsperry@wradvisors.com
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Secretary/Treasurer
David A Perkins, J.D.,CPA, CFP
Carolinas Investment Consulting
5605 Carnegie Blvd., Ste 400
Charlotte, NC 28209
Phone: 704/643-2455
Fax: 704/643-2470
dperkins@carolinasinvest.com
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Director – Symposium
Brandon W. Davis, CFP
The Morehead Group
521 E. Morehead St., Ste 150
Charlotte, NC 28202
Phone: 704/334-2700 x306
Fax: 877/416-2532
bdavis@moreheadgroup.com
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Director-Communications
Peter J. Miller
ZOE Wealth Management
301 McCullough Dr., 4th Floor
Charlotte, NC 28262
Phone: 704/909-2895
Fax: 704/943-0586
pete.miller@zoewealth.com
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Director - Sponsor Development
Kristopher Carroll, CFP, CFA
Carroll Financial Associates
4201 Congress Street, Ste 210
Charlotte, NC 28209
Phone: 704/553-8006
Fax: 704/553-9610
k.carroll@carrollfinancial.com
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Director-Pro Bono
Yvette C. Mills, CFP, ChFC
Vanguard
5603 Fairvista Dr.
Charlotte, NC 28269
Phone: 704/996-3158
Fax: 704/306-8625
ymills@carolina.rr.com |
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Director - Professional Development
Cindy L. Reninger, CFP
TriCapital Financial Group
6000 Fairview Rd., Ste 415
Charlotte, NC 28210
Phone:704/571-8778 x107
Fax: 704/571-8779
creninger@tricapitalgroup.com
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Chapter Address
FPA of Charlotte
8019 Regent Park Lane
Charlotte, NC 28210
Phone: 704/556-7919
Fax: 704/553-0797
E-mail: fpacharlotte@aol.com
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Chapter Executive
Eugene C. Curtis (Gene)
8019 Regent Park Lane
Charlotte, NC 28210
Home Phone: 704/643-6811
Fax: 704/553-0797
Cell: 980-254-5329
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Other Contact Information:
Harry Greyard, CFP
Continuing Education
Phone: 704/553-7220 x 107
Fax: 704/553-7977
Chapter Web Site: www.fpacharlotte.org
FPA National: Phone1-800-322-4237
web site: www.fpanet.org
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