Leadership

	CHARLOTTE ESTATE PLANNING COUNCIL	MEMBER LOGIN
	MEMBER LOGIN

	President/Board of Directors Terry Wright, Wright, MS, MBA Integra Estate & Lifecare Services 941-787-3525 Send Message to Member
	President Elect/Vice President Frank Leontitsis, 6274774, JD, CFP® Harbor Advisors Wealth Management Group of Raymond James 9412353044 Send Message to Member
	Secretary Jason Monroe Estate & Guardianship Management Services Inc. 941-743-4151 Send Message to Member
	Treasurer Suzanne Herron Charlotte Community Foundation (941) 637-0077 Send Message to Member
	Past President Nancy Steffes Estate & Guardianship Management Services Send Message to Member