303.867.7188 | nbailey@onefpa.org

BOARD OF DIRECTORS

FPA of Charlotte is managed by a board of directors comprised of industry professionals who volunteer their time and talents to make the Chapter a success.  In addition, the Chapter has one employee who coordinates the day-to-day duties and works with the board to ensure all Chapter objectives are met.

Thorton Withers -1

Thornton Withers

President

Lockton Companies

laura

Laura O'Dea

Chair

Carolina Advisory Group

Geoff-Owen

Geoff Owen

President-Elect

Greer-Walker

jon

Jon Shumate

Vice President

AltaVista Wealth Management

brandon

Brandon Davis

Treasurer

National Christian Foundation
Carolinas

harry greyard-1 (2)

Harry Greyard

Director of Education

Waddell & Reed

michelle

Michele Stutts

Director of Programs

Queens Oak Advisors

mary lou

Mary Lou Daly

Director of Pro Bono

Bragg Financial Advisors

Nancye headshot

Nancye Bailey

Executive Director

EMAIL

Bridget

Bridget McDermott

Director of NexGen & Students

Carolinas Investment Consultants

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