2010 Officers and Contact Info.
FPA of the Triangle
P.O. Box 1144
Cary, NC 27512-1144
Phone: (919) 280-4018
Fax: (888) 227-9418
E-mail: administrator@fpatriangle.org
President
Gerald Townsend, CPA/PFS, CFP®, CFA®
President
Townsend Asset Management Corp.
5120 Bur Oak Circle
Raleigh, NC 27612
Phone: (919) 782-9689
Fax: (919) 783-0226
E-mail: geraldtown@gmail.com
Chairman and Programs Director
Fred Gunther, CFP®, ChFC, CLU, AAMS
Edward Jones
3721 Lynn Road, Suite 124
Raleigh,
NC 27613
Office: (919) 781-6635
Toll Free Fax: (866) 726-7504
E-mail: fred.gunther@edwardjones.com
President-Elect and Community Outreach/Public Relations Director
Dexter V. Perry, CFP®
Sr. Wealth Planner/CEO
The Providence Group of North Carolina
1400 Crescent Green, G100
Cary, NC 27518
Phone: (919) 858-7817
Fax: (919) 816-9241
E-mail: dperry@providencegroupnc.com
Chapter Executive
Sharon Tripp
FPA of the Triangle
P.O. Box
1144
Cary
,
NC
27512-1144
Office: (919) 280-4018
Fax: (888) 227-9418
E-mail: administrator@fpatriangle.org
Secretary/Treasurer
John Harris, Ph.D., CFP®
Carolina Financial Planning
507 Marlowe Road
Raleigh, NC 27609
Office: (919) 782-9429
E-mail: harris@bellsouth.net
Corporate Sponsor Director
Jon Jackson, CFP®
Field Vice President
Ameriprise Financial Services
3600 Glenwood Avenue,
Suite 130
Raleigh, NC 27612
Phone: (919) 227-3211
E-mail: jonathan.2.jackson@ampf.com
Membership Director
Nancy E. Reed, MTWM
Financial Advisor
Townsend Asset Management Corp.
5120 Bur Oak Circle
Raleigh, NC 27612
Phone: (919) 782-9689
E-mail: nancyereed@yahoo.com
Strategic Alliances Director
Steve Watt
Executive Director of Gift Planning
North Carolina State University
Campus Box 7501
Raleigh, NC 27695
Phone: (919) 515-9076
Fax: (919) 513-1728
E-mail: steve_watt@ncsu.edu
Strategic Alliances Director
Pat Serafino
The Providence Group of North Carolina
1400 Crescent Green, G100
Cary, NC 27518
Phone: (919) 858-7817
Fax: (919) 816-9241
E-mail: Pserafino@ProvidenceGroupNC.com
Board Member
Gary B. Gross, CFP®, CLU, ChFC
Life Insurance Services
Capitas Financial
10725 Golf Link Drive
Raleigh, NC 27617
Office: (919) 324-7748
Fax: (919) 443-1257
E-mail: gary@liscapitas.com
Board Member
Beth Prochaska
Towne Mortgage of the Carolinas
9051 Strickland Road, Suite 200
Raleigh, NC 27615
Phone: (919) 573-4584
Fax: (919) 926-5293
E-mail: Beth.Prochaska@Townecarolinas.com
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