Firm
- - - Our Firm
- - - We are partners and fiduciaries on a mission to shape the future of advice to help make a significant and positive impact on the lives and well-being of our clients.
  - - About MAI
    - Advantage and Values
    - Awards and Rankings
    - History
    - Community
Services
- - - Our Services
- - - Individuals and Families
    - Wealth Management
    - Family Office
  - - Advisors and Institutions
    - MAI Invest
    - MAI Funds
    - Athletes and Entertainers
    - MAI Sports and Entertainment
  - - Employees and Employers
    - MAI Retirement
Team
- - - Our Team
- - - We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
  - - Our Offices
    - Firm Leadership
Resources
Contact Us

Charlotte, North Carolina

Your Team in Charlotte

Connect with an MAI Advisor in Charlotte ›

Judy August, CFP®

Wealth Advisor, Director

Inna Collins, CFP®

Wealth Advisor, Senior Associate

Dorothy Dudley

Senior Wealth Client Service Specialist, Senior Associate

Leila Evans, CFP®

Regional President, Senior Managing Director

Grace Jaehnen

Senior Wealth Client Service Specialist, Associate

George Lynch

Senior Business Development Officer, Director

B. Deems May, Jr.

Senior Business Development Advisor, Director

Brandon Phillips

Wealth Advisor, Director

Kevin Runge, CFA®

Portfolio Manager, Director

Michele Stutts, CFP®, CDFA®

Wealth Advisor, Director

Connect with MAI in Charlotte

Charlotte Office

6101 Carnegie Blvd.
Suite 360
Charlotte, NC 28209

704.547.3100 Directions

We look forward to learning about your financial goals.