Partnership
W I T H P R O F E S S I O N A L
Advisors
Partnership with Professional Advisors
Professional Advisory Committee
CFWNC can help you integrate your clients’ business, personal and financial decisions with a customized charitable plan that reflects their giving priorities.
L. Daniel Akers, Jr., Beacon Pointe
CFWNC serves as a trusted philanthropic advisor, connecting clients with nonprofits, strategic giving opportunities and other fundholders who share their interests. CFWNC is a resource when clients want to give now or define a legacy for future giving. We provide expertise and guide the charitable conversation, confidentially and without a fee.
James W. Baley, Baley Law Firm PLLC Mike Begley, Begley Law Firm, P.A. Vincent D. Childress, Jr., Roberts & Stevens P.A. R. Walton Davis, R. Walton Davis, III, P.A. Evan Gilreath, Gilreath Shealy Law PLLC Matthew L. Groome, Colton Groome & Company Rollin Groseclose, DMJPS PLLC
Thank you for your partnership and trust. Regional advisors are CFWNC’s most frequent source of referrals.
BJ Kilgore, The Van Winkle Law Firm
CFWNC offers advisors the opportunity to stay informed and connected. Subscribe to enews or learn more by emailing Laura Herndon at herndon@cfwnc.org.
Candace A. Mance, McGuire, Wood & Bissette Law Firm
Harris Livingstain, McGuire, Wood & Bissette Law Firm Shon Norris, Gould Killian CPA Group, P.A. Harli L. Palme, Modera Wealth Management Ashley Saville-Amtower, Roberts & Stevens, P.A. Townsend Tanner, Wells Fargo Advisors LLC, CFP® Carter Webb, The Van Winkle Law Firm, Chair
THE PROFESSIONAL ADVISORY COMMITTEE CO-INVESTED WITH CFWNC TO SUPPORT HUMAN SERVICE GRANTS TO HORIZONS AT CAROLINA DAY SCHOOL, MUSICWORKS, ONTRACK FINANCIAL EDUCATION & COUNSELING AND OPENDOORS OF ASHEVILLE.
Year End Report 2022-2023 / cfwnc.org / 21
