Team

Anne J. McPhail

CFP®, Director

Anne is a Relationship Manager and provides Integrated Financial Planning Services.

Anne is a proven financial advisor with over 30 years’ experience in corporate banking and wealth management. Before joining Novare Capital, Anne spent five 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 PLANNERTM designation in 2003.

Anne holds a B.A. degree in Economics from Vanderbilt University. She currently serves on the board of Good Friends Charlotte. Anne was previously the board president for Pat’s Place Child Advocacy Center and The Mint Museum’s Women’s Auxiliary. She also served on the Community School of the Arts Board. Anne and her husband, Carl, have two children and are members of Myers Park Presbyterian Church.