Giving Back To Our Community

Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.

About Our XPX Charlotte Leaders

The leaders of the Exit Planning Exchange – XPX Charlotte Chapter include prominent professionals in the local market. The board supports the Chapter’s work to build a focused, strong community of the best advisors to privately-held businesses. The primary activities of the local board are programming, membership and sponsorship. Feel free to contact any of these leaders or our Administrator to get more involved in our Chapter!

Leader Directory

Bank at United
President
Sales Xceleration
AVP, Commercvial Banking Group
Middlesex Savings Bank
PuppTech
Assurance Director
BDO
VP
Bernstein
Leadership Role
President
President
Beaulieu Financial Services
Assistant Vice President - Commercial Banking
American Community Bank & Trust
Leadership Role
Emerging Professional Board Chair
President
Varuna Strategies
Leadership Role
Emerging Professional Board Chair
CEO
Edelweiss Group
Wiggin & Dana
Managing Director
SunTrust
Director
Globalview Advisors - Valuation Services
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