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.

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

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More Information

Click here to learn more about how Foundation For The Carolinas works with professional financial advisors to help clients achieve their philanthropic goals.