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| Erik Babocsi, CFP®, CDFA™ EBC Financial Services 409 Hollyberry Lane, Holly Springs, NC 27540 Phone: (919) 210-3960 E-mail: erik@ebcfinancial.com Suzanne Barham, CDFA™ Merrill Lynch 3211 Shannon Rd. Suite 200, Durham, NC 27707 Phone: (919) 490-8239 E-mail: suzanne_barham@ml.com Margo Bills, EA, CDFA™ Taxes and More 1813 Keokuk Ct, Apex, NC 27523 Phone: (919) 303-8338 E-mail: taxesandmore@nc.rr.com Gail Brown, CDFA™ Morgan Stanley 324 S. Blackwell Street, Suite 430, Durham, NC 27701 Phone: (919) 683-4512 E-mail: gail.brown@morganstanley.com Mary Camp, CDFA™ Divorce Financial Consulting PO Box 19175, Raleigh, NC 27619 Phone: (919) 741-1505 E-mail: emintz@nc.rr.com Dianne Clinton, CPA, CDFA™ Dianne S. Clinton ~ CPA, P.A. 2900 Sylvania Drive, Raleigh, NC 27607 Phone: (919) 782-0776 E-mail: dsclinton@nc.rr.com Carlene Damba, CDFA™ Damba Financial Services 3300 Darden Road, Greensboro, NC 27407 Phone: (336) 854-8500 E-mail: cdamba@aol.com Hank Fiumara, CFP®, CDFA™ Prestige Financial PO Box 14767, RTP, NC 27709 Phone: (919) 316-1300 12 E-mail: herry.fiumara@axa-advisors.com Sherry Gozur, CDFA™ Gozur Financial Consulting Corp. 8204 Gossomer Bay Dr., Charlotte, NC 28270 Phone: (704) 254-7777 E-mail: shegoz@aol.com Annamarie Joseph, CFP®, CDFA™ Divorce Financial Planning 7810 Ballantyne Cmns Pkwy 300, Charlotte, NC 28277 Phone: (704) 319-2286 E-mail: amj1nc@aol.com K. Stephen Jumper, CDFA™ O'Neal Kare LLC 6255 TownCenter Drive, PMB 602, Clemmons, NC 27012 Phone: (336) 971-2405 E-mail: sjumper@triad.rr.com Michael Kothakota, CDFA™ WolfBridge Financial Corporation 1011 Pemberton Hill Road, Suite 203, Apex, NC 27502 Phone: (919) 267-6740 E-mail: michael.kothakota@wolfbridgefinancial.com Heather Linton, CFP®, CPA, CDFA™ Linton & Associates, PA 5011 Southpark Drive, Suite 100, Durham, NC 27713 Phone: (919) 489-5399 E-mail: heather@lintoncpa.com Ginger Long, CPA, CDFA™ Linton & Associates, PA 5011 Southpark Drive, Suite 100, Durham, NC 27713 Phone: (919) 489-5399 128 E-mail: ginger@lintoncpa.com Jack McCaffery III, JD, CDFA™ Jack McCaffery 12321 Cardinal Point Road, Charlotte, NC 28269 Phone: (704) 992-2074 E-mail: jackmccaffery@yahoo.com Deborah McDermott, CFP®, CDFA™ University of North Carolina at Chapel Hill 208 W Franklin Street, CB 6100, Chapel Hill, NC 27599 Phone: (919) 843-3321 E-mail: debmcd_99@yahoo.com Debra McKenzie, CDFA™ Equitable Divorce Solutions P.O. Box 174, 714-54 Northeast Drive, Davidson, NC 28036 Phone: (704) 892-5277 E-mail: DNFulk@aol.com Richard Norkum, CFP®, CDFA™ Norkum Wealth Management 8936 NorthPOinte Executive Park, Suite 155, Huntersville, NC 28078 Phone: (704) 895-0070 107 E-mail: rnorkum@norkumwealth.com Karen Odom, CDFA™ Odom & Company, L.L.P., CPAs 712 N. Hamilton Street, High Point, NC 27262 Phone: (336) 889-3422 E-mail: karenodom@aol.com Shay Prosser, CDFA™ Get it Together 6613 Castlegate Drive, Charlotte, NC 28226 Phone: (704) 516-4806 E-mail: shayprosser@gmail.com Carolyn Rogers, CFP®, CPA, CDFA™ Piper Financial 2 Town Square Blvd., Suite 249, Asheville, NC 28803 Phone: (828) 687-1867 E-mail: Carolyn@PiperPlanning.com Christy Sackett, CFP®, CDFA™ Carolinas Investment Consulting LLC 5605 Carnegie Blvd, Suite 400, Charlotte, NC 28209 Phone: (704) 643-2462 E-mail: csackett@carolinasinvest.com Pamela Stearns, MBA, CPA, CDFA™ Navigating Wealth 324 West Wendover Ave., Greensboro, NC 27408 Phone: (336) 230-1811 E-mail: pam@navigatingwealth.com Samuel (Ed) Taylor, CFP®, CDFA™ Taylor Financial, LLC 1213 Culbreth Dr., Wilmington, NC 28405 Phone: (910) 256-8818 E-mail: edtaylor1@ec.rr.com Robert Watral, CFP®, CDFA™ Smith Barney 700 Spring Forest Road, Suite 200, Raleigh, NC 27609 Phone: (818) 877-2450 E-mail: robert.t.watral@smithbarney.com Laura Webb, CFP®, CDFA™ Webb Investment & Services Inc 82 Patton Ave., Suite 610, Asheville, NC 28801 Phone: (828) 252-5132 E-mail: lwebb@webbins.com Sarah-Katherine Wells, CDFA™ 6814 Constitution Lane, Charlotte, NC 28210 Phone: (704) 641-0257 E-mail: sarahkatherine.wells@gmail.com David Wilkins, CFP®, CDFA™ Wachovia Bank, NA 401 S Front Street, New Bern, NC 28560 Phone: (252) 638-7604 E-mail: david.wilkins@wachovia.com Deborah Williams, CDFA™ TIAA-CREF 8500 Carnegie Blvd, Charlotte, NC 28262 Phone: (877) 535-3910 5159 E-mail: dwilliams047@carolina.rr.com Diane Willis, CFP®, CDFA™ Wilshire Financial 7804 Fairview Drive, #302, Charlotte, NC 28226 Phone: (704) 553-0690 E-mail: dwillis@wilfin.com Sandra Wright, CDFA™ Cornerstone Wealth Management 2301 Stonehenge Drive, Suite 210, Raleigh, NC 27615 Phone: (919) 847-4550 E-mail: sandy@cwmteam.com Sherry Wyble, CFP®, CDFA™ Scott Private Wealth Group 628 Green Valley Rd., Suite 306, Greensboro, NC 27408 Phone: (336) 510-0078 E-mail: swyble@scottins.com |
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