Professional Advisory Council Members



PROFESSIONAL ADVISORY COUNCIL - 2012

Bill Pate, Chair*

ACCOUNTANTS

PENNY JOHNSON, CPA, CSEP

Certified Public Accountant

Johnson & Vaughn, CPAs, PLLC

295 Olmsted Blvd, Suite 1

Pinehurst, North Carolina 28374

(910) 295-3800

FAX (910) 295-3803

pjohnson@

DARLENE VAUGHN, CPA, CSEP

Certified Public Accountant

Johnson & Vaughn CPAs, PLLC

295 Olmsted Blvd, Suite 1

Pinehurst, North Carolina 28374

(910) 295-3800

FAX (910) 295-3803

dvaughn@

T. ROBERT WARD, III, CPA, CFP

Financial Planner/Accountant

Ward, McInnis & Webb, PLLC

285 Olmsted Blvd., Suite 11

Pinehurst, North Carolina 28374

(910) 295-4143

FAX (910) 295-0509

Robert.ward@

ATTORNEYS

VICTORIA P. BRENNER, Partner/Attorney

Clarke, Phifer, Vaughn, Brenner & McNeill, PLLC

135 Applecross Road

Pinehurst, North Carolina 28374

(910) 692-5100

FAX (910) 692-2259

vbrenner@

H. CHALK BROUGHTON, JR., Partner/Attorney

Poyner Spruill LLP

Post Office Box 371

Southern Pines, North Carolina 28388

(910) 692-6866

FAX (910) 695-3036

cbroughton@

ATTORNEYS (continued)

JENNIFER B. GARNER

Garner Law Firm, PLLC

125 Applecross Road

Pinehurst, North Carolina 28374

(910) 693-0043

FAX (910) 693-0045

jennifer.garner@

JASON MORTON

Ivey, McClellan, Gatton & Talcott

170 South Page Street

Southern Pines, North Carolina 28387

(910) 246-0800

BILL PATE, Attorney at Law

Pate & Scarborough, LLP

15 Chinquapin Road

Post Office Box 1669

Pinehurst, North Carolina 28370

(910) 295-2161

FAX (910) 295-3247

billpate@

W. DANIEL PATE, Partner

Pate & Scarborough, LLP

15 Chinquapin Road

Post Office Box 1669

Pinehurst, North Carolina 28370

(910) 295-2161

FAX (910) 295-3247

patelaw@

MARK D. VAUGHN, Partner/Attorney

Clarke, Phifer, Vaughn, Brenner & McNeill, PLLC

135 Applecross Road

Pinehurst, North Carolina 28374

(910) 692-5100

FAX (910) 692-2259

mvaughn@

W. Y. ALEX WEBB, Partner/Attorney

Webb & Graves, PLLC

910 North Sandhills Blvd.

Post Office Box 1437

Aberdeen, North Carolina 28315

(910) 944-9555

FAX (910) 944-7641

alex.webb@

MEDICAL BILLINGS SERVICES

JAMIE SMITH

Foundation of FirstHealth

150 Applecross Road

Pinehurst. NC 28374

(910) 695-7512

jsmith@

FINANCIAL PLANNERS

JOSEPH L. HARRINGTON

15 Birdie Drive

Whispering Pines, North Carolina 28327

(910) 638-8839

Jlharrington1546@

CRAIG STOKES

Securities Broker/Financial Planner

Edward Jones Investments

10564 US Hwy 15/501

Southern Pines, North Carolina 28387

(910) 692-8628

FAX (888) 386-8227

craig.stokes@

STUART STRICKLAND, CFP

Private Bank Vice President

Wells Fargo Private Bank

10796 Highway 15-501, 2nd Floor

Southern Pines, North Carolina 28388

(910) 692-4273, (800) 205-9850

FAX (910) 692-5387

stuart.strickland@

DAVID W. VERMEULEN, CPA, CTFA, CSEP

Senior Wealth Management Advisor

Senior Vice President

BB&T Wealth Management

130 Applecross Road

Pinehurst, North Carolina 28374

(910) 693-2730, (800) 677-9245

FAX (910) 692-6764

dwvermeulen@

DAVID H. YODER

Abiding Wealth Advisors, LLC

570 Pinehurst S, #2, 25 Dowd Circle

Post Office Box 5898

Pinehurst NC 28374

(910)693-1119

FAX (888) 469-4007

dyoder@

INVESTMENT ADVISORS

SHERWOOD BLACKWOOD

Private Wealth Advisory Services

First Citizens Bank

Post Office Box 1649

Pinehurst, NC 28370-1649

(910) 215-5771

FAX (910) 215-5947

Sherwood.blackwood@

BRIANNA C. DILLON

Raymond James & Associates

305 North Page Road, #7

Pinehurst, North Carolina 28374

(910) 235-9179

FAX (910) 235-9213

Brianna.dillon@

WILLIAM R. EASTMAN, CFP, Sr. Vice-President

Stifel Nicolaus & Co. Inc.

125 Fox Hollow Road, Suite 104

Pinehurst, North Carolina 28374

(910) 246-5352

Fax (910) 246-9983

Bill.Eastman@

MARK HOLLINGSWORTH

Raymond James & Associates

305 North Page Road, #7

Pinehurst, NC 28374

(910) 235-9179

FAX (910) 235-9213

mark.hollingsworth@

STEVEN J. MENENDEZ

Senior Vice President/Investment Officer

PIM Portfolio Manager

Menendez & Ritter Retirement Group of Wells Fargo Advisors

110 Turnberry Way

Pinehurst, North Carolina 28374

(910) 692-3000

FAX (910) 692-5063

steven.menendez@

H. EVANS NEVILLE, CFP

Associate Resident Director, Vice President

Merrill Lynch & Co.

110 –A Applecross Road

Pinehurst, North Carolina 28374

(910) 693-3530

(877) 677-3531

FAX (910) 778-2012

evans_neville@

INVESTMENT ADVISORS (continued)

CHARLES E. STOCKHAM, CSA

President/Stockham Financial Services

First Allied Securities

90 Aviemore Drive

Pinehurst, North Carolina 28374

(910) 295-6606

FAX (910) 295-8397

CStockham@

THOMAS E. VELEVIS, CFP

Principal, Portfolio Manager

H.S. Dreher Capital Management, LLC

275 SE Broad Street

Southern Pines, North Carolina 28387

(910) 692-4330

FAX (910) 692-4663

tveleviscfp@

REALTORS

ELIZABETH CHILDERS

Real Estate Sales Associate

ClubCorp Realty

Post Office Box 3034

Pinehurst, North Carolina 28374

(910) 295-1722

FAX (910) 295-1711

elizabeth.childers@

TRUST OFFICERS

HENRY H. BROWN, Retired

[Wachovia Trust Administration]

495 Crest Road

Southern Pines, North Carolina 28387

(910) 692-5247

FAX (910) 692-5617

hbrown308@nc.

WAYNE E. JORDAN, Retired

[Vice President/Senior Trust Advisor, Wachovia Trust]

360 Swoope Drive

Southern Pines, North Carolina 28387

(910) 692-0666

wjordan@nc.

C.S. MORRIS, Retired

[Personal Trust Specialist, AVP, BB&T Wealth Management]

180 Quail Run

Pinehurst, North Carolina 28374

(910) 295-3021

claudiusmorris@

TRUST OFFICERS (continued)

TONIA S. WRIGHT

Personal Trust Officer

BB&T Wealth Management

130 Applecross Road

Pinehurst, North Carolina 28374

(910) 693-2727

twright@

FHC COMPLIANCE OFFICER

MICHAEL BOLLINGER

Corporate Compliance Officer/Director, Internal Audit

FirstHealth of the Carolinas

Specialty Centers Building

Post Office Box 3000

Pinehurst, NC 28374

(910) 715-5182

mbollinger@

................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download