Partnership WITH PROFESSIONAL Advisors

Partnership with Professional Advisors

CFWNC can help you integrate your clients’ business, personal and financial decisions with a customized charitable plan that reflects their giving priorities.

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.

Thank you for your partnership and trust. Regional advisors are CFWNC’s most frequent source of referrals.

CFWNC offers advisors the opportunity to stay informed and connected. Subscribe to enews or learn more by emailing Laura Herndon at herndon@cfwnc.org.

Professional Advisory Committee

L. Daniel Akers, Jr., Beacon Pointe

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

BJ Kilgore, The Van Winkle Law Firm

Harris Livingstain, McGuire, Wood & Bissette Law Firm

Candace A. Mance, 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.