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Charlotte Personal Financial Planning
Charles R. Jones, CFA, CFP®
James E. Roberts, CFP®
Glen Wright, II, CFP®
Robert Dalton Higgins, MBA CMA CLU ChFC CFP®
John A. Patterson, CFP®
Bailey B. Bartee, CFP®, MBA
Andrew J. Wood, Jr., CFP®
Dawn M. McGuire, CFP®
Shane B. Tenny, CFP®
Magay L. Shepard, CFP®
Scott Van Der Linden, MBA, CFP®
James L. Todd, CFP®,CLU,ChFC,CLTC
Robert H. Moring, CFP®
Mark Walker, CFP®
Charles Inglefield, CFP®
Robert T. Shore, CFP®
Don G. Stamas, CFP® CLU®
Diane M. Willis, CFP®, CDFA
Karen R. Keatley, CFP®, CFA
Giles K. Almond, CFP®, CPA, PFS, CIMA
Randall E. White, CFP®, CRPC, CMFC
Brandon W. Davis, CFP®
Cheryl J. Sherrard, CFP®,NAPFA
James B. McGehee, CFA, CFP®, AAMS
Cynthia L. Anderson, CFP®
Eric A. Harbert, CPA, CFP®
David G. Curry, Jr., CFP®
Stephen M. Grice, CFP®
Curtis S. Heinz, CFP®, CLU, ChFC
Scott M. Jones, CFP®
Harry R. Greyard, CFP®
Steven Sivak, CFP®
Elliott A. Lunning, CFP®, ChFC
Charles E. Trent, CFP®
Patrick A. Twiest, CFP®, ChFC
Mark Antonich, CFP®,CRPC®
Sandra B. Carlson, CPA, CFP®
James D. Rice, CFP®
Jerry Bennett, CFP®, CFS, CHFC
John T. Gugle, CFP®, CRPC®
Sherry K. Teat, CFP®, CPA/PFS
Charles A. Sawicki, CFP®, ChFC, CLU
Brian H. Fenn, CFP®, CLU, ChFC
Tom G. Pemberton, CFP®, CFA
Rand K. Gordon, CFP®
Charles M. Moore
B. Kelly Graves, CFP®
Stephen E. Repak, Jr., CFP®
Jennifer K. Sperry, CFP®, ADPA
Dan H. Singletary, CFP®
Scott D. Serfass, CFP®, CRPC®, CDFA
Richard R. Norkum, CFP®,CDFA,CFS,RFC
David W. Winslow, CFP®