The Credentials You Want
The Dedication You Deserve

William G. Baynard, Jr., Managing Director
Bill serves as a Senior Portfolio Manager and Relationship Manager.

Bill has broad experience spanning the past 27 years. This experience has ranged from fixed income trading and sales, futures trading and stock investment management. Prior to forming Novare Capital, he spent 5 years managing The Baymen Group, LLC, a hedge fund that designed and implemented quantitative trading programs in the futures markets.

Bill worked for 12 years with First Union Capital Markets serving individual and institutional portfolio managers dealing in a variety of products and strategies.

Bill earned a B.A. degree in Economics from the University of North Carolina at Chapel Hill. He has worked with a number of private companies and non-profit ministries. Bill and his family are active at the Presbyterian Reformed Church in Charlotte. He has two children and enjoys sports, coaching and teaching youth.

Don E. Olmstead, CFP®, Managing Director
Don serves as a Senior Portfolio Manager and Relationship Manager.

Don’s extensive Capital Markets experience was garnered from 14 years with First Union Capital Markets. During that time, he served institutional and individual portfolio managers and advised them on a variety of products ranging from fixed income securities to privately placed equity securities.

Don earned a B.A. degree in English from University of the South, Sewanee and earned the Certified Financial Planner® designation in March 2004. Don has served on numerous local boards. He was previously the President of Habitat for Humanity-Charlotte and currently serves on the boards for Habitat for Humanity-NC, W.I.S.H. Program and Sharon Towers. He is the father of two boys, a member and Deacon of First Presbyterian Church serving on the Investment, Finance and Worship & Music committees.

J. Whitfield Wilks, CFP®, Director
Whit is a Relationship Manager and provides guidance on Multi Generational Planning issues such as wills and trusts.

Whit joined Novare Capital Management as a Director in 2009. Whit brings more than 18 years of experience to Novare Capital clients. Prior to joining Novare Capital, he was a Managing Director at Stanford Group in Charlotte, and was a Senior Vice President with U.S. Trust Company.

Whit earned his J.D. /M.B.A. from Wake Forest University and a B.A. in Economics from Davidson College. Whit holds the accreditation of Certified Financial Planner®. He is a member of the Charlotte Estate Planning Council and serves on the board of the Charlotte Museum of History and the May 20th Society. He has two sons and enjoys coaching youth basketball.

Anne J. McPhail, CFP®, Director
Anne is a Relationship Manager and provides Integrated Financial Planning services.

Anne is a proven financial advisor with over 25 years experience in corporate banking and wealth management. Before joining Novare Capital, Anne spent 5 years in Wachovia’s Wealth Management practice as a wealth strategist. She provided creative and integrated solutions for accumulating, preserving and transferring wealth to high net worth individuals, families and small business owners. She was awarded the Certified Financial Planner® designation in 2003.

Anne holds a B.A. degree in Economics from Vanderbilt University. Anne is involved in numerous civic activities including Charlotte Country Day School and Pat’s Place Child Advocacy Center where she currently serves as board president. She also serves on the boards of Community School of the Arts and the Mint Museum’s Women’s Auxiliary. Anne and her husband Carl have two children and are members of Myers Park Presbyterian Church.

Todd Patton, ChFC®, Senior Vice President
Todd is a Relationship Manager, Portfolio Manager and advises clients on Retirement Services.

Todd has over 23 years of investment industry experience and has extensive knowledge in the qualified plan, 401k and individual wealth management. He has worked in Charlotte with Diversified Investment Advisors, Flexible Benefit Administrators, Fisher Investments Private Client Group & Eastover Capital Management.

A native of Durham, Todd holds a B.S. degree in Business Administration from East Carolina University and earned his Chartered Financial Consultant® designation from The American College in 2003. Todd and his wife Sharon have three children. They are members of Church at Charlotte and serve as youth Sunday school teachers. Todd also enjoys coaching youth sports and playing tennis.

Brian A. Rudisill, CFA®, Senior Vice President
Brian serves as a Senior Portfolio Manager.

Brian has over 13 years of portfolio management and investment analysis experience. Prior to Novare, Brian was Chief Investment Officer at Eastover Capital Management. He has extensive experience in both equity and fixed income.

Brian earned his M.B.A from Wake Forest University and a B.A. in Business Administration from Furman University. He was awarded the designation of Chartered Financial Analyst® in 1999. Brian and his wife, Tricia, have two children and are members at Myers Park Presbyterian Church. He enjoys playing tennis and golf.

Linda L. Walden, Vice President, CFP®
Linda is the Operations Manager and provides Financial Planning services.

Linda joined Novare Capital Management in January 2004 and enjoys the client centric focus of the firm. Linda graduated from University of North Carolina Chapel Hill with a B.S. in Business Administration. She is a registered investment advisor and in 2010 became board certified as a Certified Financial Planner® professional.

Linda has two children and is an active community volunteer. She currently serves on the board of Team Charlotte Swimming and is a mentor with CrossRoads Corporation for Affordable Housing and Community Development.

Susan Thomas, Office Administrator
Susan is responsible for the firm’s Office Administration.

Susan is a native of Rock Hill, SC and is a graduate of Winthrop University. She holds a B.S. in Education and a Master of Education degree. As a young professional, Susan was an elementary school teacher and guidance counselor before developing an interest in the wealth management industry. Prior to joining Novare Capital, Susan worked as an operations specialist and relationship manager at Raymond James Financial Services in Fort Mill, SC.

Susan and her husband Paul have one son and live in Lake Wylie, SC. They are members of Rivers Hills Community Church.

Gresham J. Worrell, Financial Analyst
Gresham serves on the Portfolio Management team and is responsible for the firm’s technology.

Gresham joined Novare Capital as an intern in January of 2010 before coming on full time in May of 2011. As an analyst he assists the portfolio management team and  is responsible for security analysis and portfolio attribution. In addition, Gresham is responsible for the technology and communications functions of the firm.

Gresham received a B.S. degree in Business Administration from Geneva College in May 2011 with a concentration in Information Systems. He currently lives in Dilworth and is Active at Uptown Church (PCA). Gresham also enjoys Snowboarding, Guitar & Cooking.