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Financial Service Advisors

 COUNCIL

Partner with the council

We have almost 200 members and reach an additional 1,700 financial professionals in central NC. 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 the Triad, we invite you to join us.

The Council is the best place to build your professional network, enhance your knowledge base, and grow your practice. You will find a multidisciplinary community of accomplished professionals, including CPAs, attorneys, insurance experts, financial advisors from all disciplines—providing an immediate network of collaborators available to you, NOW.


Partner with the Council

We have almost 200 members and reach an additional 1,700 financial professionals in central NC. 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 the Triad, we invite you to join us.

Not a member yet?

The Council is the best place to build your professional network, enhance your knowledge base, and grow your practice. You will find a multidisciplinary community of accomplished professionals, including CPAs, attorneys, insurance experts, financial advisors from all disciplines—providing an immediate network of collaborators available to you, NOW.

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