Dexter V. Perry, Cfp®, Cltc® Email & Phone Number

First Bancorp is the holding company for First Bank and is headquartered in Southern Pines, North Carolina, with total assets of approximately $12 billion. Its principal activity is the ownership and operation of First Bank, a state-chartered community bank that operates 118 bank branches in North Carolina and South Carolina. Since 1935, First Bank has.

Asheville, North Carolina, United States

Established in 1900, Asheville School has served as a college preparatory school for boarding and day students from throughout the United States and Internationally. As a member of the board of trustees for Asheville School, I serve on the Finance, Investment & Audit Committees which have oversight on the school's $75 million dollar endowment and oversees.

Cary, North Carolina, United States

Durham, North Carolina, United States

M&F Bancorp, Inc. is a bank holding company, and the parent company of Mechanics and Farmers Bank, a state chartered commercial bank incorporated in North Carolina in 1907, which began operations in 1908. The Bank has seven branches in NC: two in Durham, two in Raleigh, and one each in Charlotte, Greensboro and Winston-Salem. The Company, headquartered in.

Atlanta, Georgia, United States

The Grand Finance Committee is responsible for overseeing the preparation of the fraternity’s budgets and financial statements, overseeing the administration, collection, and disbursement of the fraternity’s financial resources, and advising the Grand Boulé Executive Committee (EC) with respect to the making of significant financial decisions. This.

Raleigh, North Carolina, United States

Responsible for overseeing the current endowment for the Foundation and for compliance reporting activities to the Board of Directors and other governing authorities. Work closely with 2,200 denominational clergy and 1,600 member churches across the state of North Carolina regarding local endowment development, employee benefits and pastor retirement.

Raleigh, North Carolina, United States

The John Rex Endowment was formed in 2000, the result of the purchase of Rex Healthcare by the University of North Carolina Health Care System, the foundation was charged with advancing the original vision of Raleigh businessman and philanthropist John Rex. His desire was simple, yet broad: to support the well-being of area residents; specifically that of.

Raleigh, North Carolina, United States

Elected by the board of directors to serve a one-year term as president for the local professional trade association of Certified Financial Planners™. Responsible for all local chapter activities and pro-bono outreach programs offered to the public to encourage sound financial behaviors and increase fiscal literacy among individual consumers in the.

Raleigh, North Carolina, United States

Trustee for the State of North Carolina Supplemental Retirement Plan appointed by the North Carolina General Assembly for three consecutive terms on the recommendation of the President Pro-Tempore of the Senate to serve as one of nine trustees governing plan operations for over 280,000 public employees and retirees with assets over $6 billion dollars..

Raleigh-Durham-Chapel Hill Area

Responsible for teaching and developing course material related to church administration for all seminary students. This is a biennial course requirement of the accredited TRACS program for students seeking their Bachelors in Theology, Associates Degree in Christian Education, Masters in Christian Education, Masters in Divinity and Doctor of Ministry.

Apex, North Carolina, United States

Independently developed a client base of socially active investors aimed at bringing liquidity to the church bond market. Provided investment advice to religious and non-profit organizations on the merits and risk of implementing a local placement of first mortgage debt securities. Assisted in the development of a $250 million dollar real estate investment.

Cary, North Carolina, United States

Served as branch manager and retail investment representative supervising a team of 8 staff members in the Cary-Main retail services center serving over 3,000 bank clients with branch assets totaling over $50 million dollars. Recruited, trained, evaluated and developed staff. Conducted annual performance evaluations and made hiring and firing decisions..

Bachelor Of Arts - Ba, Economics

Activities and Societies: President's Council on Black Affairs, 1989 President's Council on University Resources Student Organization.

High School Diploma

Activities and Societies: The Ashnoca, Student Business Manager Basketball Team Captain, 1987 Football, Team Manager Tennis, Track, School.