FIRST PERSONAL FINANCIAL SERVICES INC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 107236). Regulatory assets under management: $709.0M.
| Name | Role | Location |
|---|---|---|
| RINEHART MARY | OWNER | — |
| CLARK WILLIAM ERIC | CHIEF COMPLIANCE OFFICER; OWNER/CHIEF COMPLIANCE OFFICER | — |
| RINEHART MARY APPLETON COSBY | OWNER/CHAIRMAN; OWNER/CHIEF COMPLIANCE OFFICER; OWNER/CHIEF EXECUTIVE OFFICER (+1 more) | — |
| CARLSON SANDRA BRADLEY | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| DONAHOE DANIELE MARIE | CEO AND CHIEF INVESTMENT OFFICER; PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| CLARK DEBORAH RINEHART | MINORITY OWNER/SHAREHOLDER | — |
| MAYBRY LEAH ROBERTSON | DIRECTOR OF TAX & FAMILY OFFICE SERVICES | — |
| VAN NESS MICHAEL ELLIOT | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | — |
| Tomlin Lorraine R | WEALTH ADVISOR | — |
| Hoover Rebecca Lynn | WEALTH ADVISOR | — |
| VAUDRIN RYAN MICHAEL | WEALTH ADVISOR | — |
| VAN NESS MICHAEL ELLIOTT | DIRECTOR OF RESEARCH & CHIEF COMPLIANCE OFFICER | — |