Amy Fisher Urquhart CPA, CFP®
Amy F. Urquhart, CPA, CFP® is the managing member and director of WebsterRogers Financial Advisors, LLC while also a member of the Office of Managing Partner for WebsterRogers, LLP. Amy began her public accounting career in 2000 with PricewaterhouseCoopers, LLP in Charlotte, North Carolina. She joined our sister firm, WebsterRogers, LLP, in October 2004, where she specializes in individual tax, trusts and estates, and comprehensive financial planning.
Education:
- Graduated magna cum laude and Phi Beta Kappa from the University of South Carolina with a B.S. in Accounting and Finance
- Graduated magna cum laude from the University of South Carolina with a Master's of Taxation
Professional Affiliations:
- Certified Financial Planner™ Certification
- Licensed Certified Public Accountant in South Carolina and North Carolina
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the South Carolina Association of Certified Public Accountants (SCACPA)
Community involvement:
- Board Treasurer for All Saint’s Episcopal Day School since 2014
- Board of Trustees for the McLeod Foundation since 2007
- Finance & Investment Committee for the McLeod Foundation since 2007
- Professional Advisors Council since 2006
- Founding Member of the Women in Philanthropy – Eastern Carolina Community Foundation since 2009
- Former Treasurer of the McLeod Foundation
- Founding Chairwoman for the McLeod GEMS from 2012 to 2013
- Class of 2009 McLeod Fellows
- Advisory Board Member of the Florence Area Humane Society from 2007 to 2009
- Bone-E-Fit Fundraising Committee Member from 2007 to 2012
- Board Member of The School Foundation from 2008 to 2012
- Young Professionals of Florence - Founding Board Member from 2006 to 2008
Contact Amy:
Call 843.656.6321 or email afisher@websterrogers.com