Officers & Contact Information
President
Nancy E. Reed, MTWM
Financial Advisor
Townsend Asset Management Corp.
5120 Bur Oak Circle
Raleigh,
NC
27612
(919) 782-9689
Chairman of the Board
Dexter V. Perry, CFP®
Sr. Wealth Planner/CEO
The Providence Group of North Carolina
1400 Crescent Green, G100
Cary,
NC
27518
(919) 858-7817
(919) 816-9241
Corporate Sponsorship Director
Heather Shanahan
Recruiting Director/Financial Advisor
Guardian Life Insurance Company
5410 Trinity Rd.
Raleigh,
NC
27607
(919) 239-7932
(919) 239-7930
Membership Director
James Armstrong, CFP®, ChFC
President Armstrong Financial Services
Armstrong Financial Services
5886-A Faringdon Place
Raleigh,
NC
27609
(919) 878-6500
Programs Director
Fred Gunther, CFP®, ChFC, CLU, AAMS
Edward Jones
3721 Lynn Road, Suite 124
Raleigh,
NC
27613
(919) 781-6635
(866) 726-7504
Secretary/Treasurer
John Harris, Ph.D., CFP®
Carolina Financial Planning
507 Marlowe Road
Raleigh,
NC
27609
(919) 782-9429
Strategic Alliances Director
Steve Watt
Executive Director of Gift Planning
North Carolina State University
Campus Box 7501
Raleigh,
NC
27695
(919) 515-9076
(919) 513-1728
Board Member
Gerald Townsend, CPA/PFS, CFP®, CFA®
President
Townsend Asset Management Corp.
5120 Bur Oak Circle
Raleigh,
NC
27612
(919) 782-9689
(919) 783-0226
Board Member
Douglas J. Lewis, CFP®
Registered Investment Adviser
Lewis Financial Management, LLc
4904 Professional Court, #101
Raleigh,
NC
27609
(919) 872-7000
(919) 872-7004
Chapter Executive
Suzanne Morris
FPA of the Triangle
P.O. Box 1144
Cary,
NC
27512-1144
(919) 457-2675
