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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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