Amy Urquhart, CPA, CFP®

Partner

Summary of Experience

Amy F. Urquhart, CPA, CFP® is the Managing Partner of the firm’s affiliate WebsterRogers Financial Advisors, LLC. Amy began her public accounting career in 2000 with PricewaterhouseCoopers, LLP in Charlotte, North Carolina. She joined WebsterRogers LLP in October 2004, where she specializes in individual tax, trusts & estates, and comprehensive financial planning.

Professional Affiliations

  • 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)
  • Member of the Financial Planning Association

Community Involvement

  • All Saint’s Episcopal Day School – Board Treasurer from 2014 to present
  • McLeod Foundation – Assistant Treasurer from 2012 to present, Board of Trustees from 2007 to present, and Finance & Investment Committee from 2007 to present
  • McLeod GEMS – Founding Chairwoman from 2012 to 2013
  • McLeod Fellows – Class of 2009
  • Women in Philanthropy – Eastern Carolina Community Foundation Founding Member from 2009 to present
  • Florence Area Humane Society – Advisory Board from 2007 to 2009 and Bone-E-Fit Fundraising Committee from 2007 to 2012
  • Professional Advisors Council from 2006 to present
  • The School Foundation – Board Member from 2008 to 2012
  • Young Professionals of Florence – Founding Board Member from 2006 to 2008

Education

  • University of South Carolina – Bachelor of Science in Finance and Accounting, graduated Phi Beta Kappa
  • University of South Carolina – Master of Taxation, graduated magna cum laude