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.

Angela Bellamy

President

TIAA-Cref
704.965.2517
EMAIL

Mary Lou Daly

Director of Pro Bono

Bragg Financial Advisors
704.377.0261
EMAIL

Sandra Carlson

Chair

Rinehart Wealth Management
980.585.3362
EMAIL

Harry Greyard

Director of Education

Waddell & Reed
704.553.7220 x 107
EMAIL

Laura O'Dea

President-Elect

Carolina Advisory Group
704.942.1867
EMAIL

Don Stamas

Director of Symposium

Defender Capital
704.373.1719
EMAIL

Sherry Teat

Treasurer

Ronald Blue & Co., LLC
704.409.1924
EMAIL

Michele Stutts

Director of Programs

Queens Oak Advisors
704.547.3100
EMAIL

Chason Trahan

Director Membership | NexGen | Professional Development

Carroll Financial
704.409.2584
EMAIL

Thornton Withers

Director Sponsor Development | Government Relations

Lockton Companies
704.491.4416
EMAIL

Nancye Bailey

Chapter Executive |
Symposium Coordinator

704.556.7919
EMAIL