Anne McPhail

Managing Director at Novare Capital Management

Speaker

Anne serves as Managing Director and a Wealth Advisor, leading business development, marketing, and the firm’s advisor team. Her passion for her community and deep financial experience motivate her to provide peace of mind to her clients. She thoroughly enjoys working with multiple generations and building lasting relationships with her clients and their families.

Anne brings more than 40 years of experience in corporate banking and wealth management, including 20 years at Wachovia, along with a genuine commitment to the people she serves. Throughout her career, she has walked alongside clients through life’s most important financial decisions, providing creative and integrated solutions for accumulating, preserving, and transferring wealth across generations. She earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2003 and holds a bachelor’s degree in economics from Vanderbilt University.

Anne’s commitment to intentional care extends beyond her client work and into the Charlotte community, where she supports neighbors in need and champions the arts and arts education. She is currently a trustee of Good Friends Charlotte and was previously the board president for Good Friends Charlotte, Pat’s Place Child Advocacy Center, and The Mint Museum’s Women’s Auxiliary. She also served on the board of Arts+, formerly known as the Community School of the Arts.

Anne and her husband, Carl, have two children and a precious daughter-in-law and are active members of Myers Park Presbyterian Church. Anne enjoys exploring the world with her family, cooking, yoga, and spending time at the beach.