FPA of Charlotte | Financial Planning Association

Welcome to the Financial Planning Association (FPA) of Charlotte, North Carolina. Our chapter serves hundreds of industry professionals and is one of 86 nationwide chapters. FPA of Charlotte serves the Charlotte Metropolitan and North Carolina Triad areas as well as the Upstate of South Carolina. Through monthly and annual events, we offer our membership a variety of opportunities to learn and grow professionally. In addition, we offer career center postings and other valuable resources free of charge.

August 18 - Monthly Meeting

4:30-5:30pm | VIRTUAL

Click to Register

September 23 & 24 - ANNUAL SYMPOSIUM

8am-12pm Both Days | VIRTUAL | Dynamic Speakers, Sponsor Expo, & Virtual Networking

More Information & Registration

October 20 - Monthly Meeting

11:30am-1:00pm | Location TBD

Click to Register

November 17 - Monthly Meeting

11:30am-1:00pm | Location TBD | Nonprofit Showcase

Click to Register

December 15 - Monthly Meeting

11:30am-1:00pm | Location TBD

Click to Register

Brandon Davis

National Christian Foundation

Bridget McDermott

Director of NexGen & Students

Carolinas Investment Consultants

Geoff Owen

President-Elect

Harry Greyard

Director of Education

Jon Shumate

Alta Vista Management

Laura O'Dea

Assisted Living Locators

Mary Lou Daly

Co-Director of ProBono

Bragg Financial Advisors

Michele Stutts

Director of Programs

Queens Oak Advisors

Nancye Bailey

Executive Director

FPA of Charlotte

thorton withers

Thornton Withers

Lockton Companies

Todd Curry

Co-Director of ProBono

Second Half Strategies

Fairway Mortgage | Derek Helms

Bank OZK

Foundation for the Carolinas

Invesco

Towne Bank

DPL Financial Partners

Greer Walker CPAs & Business Advisors

Management Services International

Ameritrade