2023-24 PARTNERS
Sincere Thanks to All our Generous Partners and Advertisers
We have almost 200 members and reach an additional 1,700 financial professionals in the heart of NC. Our members advise on combined client assets in excess of $45 billion. Our Council holds over 25 events each year and we draw professionals from all over NC. Our membership meetings typically draw over 75 professionals. As the premier forum for financial professionals in central NC, we thank you for partnering with us!