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Professional Advisors Cabinet

Foundation For The Carolinas places great importance on its relationships with attorneys, financial planners, CPAs, brokers, life insurance representatives and other professional advisors.

The Foundation created a Cabinet of Professional Advisors to work strategically on issues and trends in charitable giving and to provide assistance in meeting the philanthropic goals of a professional advisor’s clients.

Cabinet members have a history of working closely with the Foundation, serving as charitable giving resources in their respective fields.


2008

Robert AbelLarson Allen, LLP
Cynthia AndersonAnderson Financial Planning, Inc.
Gerald ApplefieldBarry, Evans, Josephs & Snipes
Suzanne BledsoeMerrill Lynch
Phillips BraggBragg Financial Advisors, Inc.
Rusty Bryson, IIIGenSpring Family Offices
Madelyn CapleWachovia Wealth Management
Mike CrispGrier Furr & Crisp, PA
Kara ElbertElbert Financial Consulting, Inc.
Robert W. Elliot, Jr.Elliott Davis PLLC
Debra FosterDebra L. Foster, PA
Meg GoldsteinPoyner Spruill, LLP
Julie Z. GriggsRobinson, Bradshaw & Hinson, PA
Kathy HabluetzelGrant Thornton LLP
C. Land Hite, Jr.The Jones Blair Group
Peter HuntWillingdon Wealth Management
Charles O. IzardBrown Brothers Harriman & Co.
Paul Kohut Johnston, Allison & Hord
Constantine KuttehPope McMillan Kutteh Privette Edwards & Schieck, PA
David T. LewisJohnston, Allison & Hord
Neill McBrydeMoore & Van Allen, PLLC
Sherri L. McGirtMcNair Law Firm, PA
Jim McMahonPesta, Finnie & Associates, LLP
William H. McNairShumaker, Loop & Kendrick, LLP
Christy ReidRobinson, Bradshaw & Hinson, PA
Martha SchweppeWachovia Securities
Carolyn ShawK&L Gates, LLP
Brett SovineBrown Brothers Harriman & Co.
Karen SteffensBank of America
David TaylorDillingham & Taylor Wealth Management, LLC
David VinesGenSpring Family Offices
Dan WarrenElliott Davis, PLLC
Fred WilkersonNorthwestern Mutual Financial Network
Andrew P. YoungMorgan Stanley

 

2009

Bernie Ackerman Bernard N. Ackerman, CPA, PA
Gerald Applefield Barry, Evans, Josephs & Snipes
Suzanne Bledsoe Merrill Lynch
Phillips Bragg Bragg Financial Advisors, Inc.
Rusty Bryson, III GenSpring Family Offices
Madelyn Caple Wachovia Wealth Management
Larry Carroll Carroll Financial Associates, Inc.
Mike Crisp Grier Furr & Crisp, PA
Kara Elbert Elbert Financial Consulting, Inc.
Debra Foster Debra L. Foster, PA
Meg Goldstein Poyner Spruill, LLP
Charles Greer Greer & Walker, LLP
Kathy Habluetzel Grant Thornton LLP
C. Land Hite, Jr. The Jones Blair Group
Mark Horn Moore & Van Allen, PLLC
Peter Hunt Willingdon Wealth Management
Nathanial Hyde U.S. Trust - Bank of America Private Wealth Management
Greg Jones Altavista Wealth Management
Glenn Ketner, Jr. Ketner & Dees, PA
Paul Kohut  Johnston, Allison & Hord
Constantine Kutteh Pope McMillan Kutteh Privette Edwards & Schieck, PA
Sherri L. McGirt McNair Law Firm, PA
Jim McMahon Pesta, Finnie & Associates, LLP
William H. McNair Shumaker, Loop & Kendrick, LLP
David Morgan Eastover Investment Advisors, LLC
Rusty Reed K&L Gates, LLP
Christy Reid Robinson, Bradshaw & Hinson, PA
Brett Sovine Brown Brothers Harriman & Co.
David Taylor Dillingham & Taylor Wealth Management, LLC
David Vines GenSpring Family Offices
Dan Warren Elliott Davis, PLLC
Andrew P. Young Morgan Stanley

 

>>Next: Board of Advisors

Event Recognizes Advisors' Service

 

 

The Foundation hosted a reception in 2008 to thank members of its Cabinet of Professional Advisors for their service to the community.

The event was an opportunity for professional advisors and Foundation staff to network and to discuss current philanthropic issues.