Professional Advisory Group

Professional advisors play a unique and important role in the development of current and planned charitable gifts by helping you make informed decisions about charitable giving. Through its Professional Advisory Group (PAG) the Foundation encourages professional advisors to promote charitable giving with their clients and to utilize the Foundation as a resource when appropriate. 

Benefits of Membership

 

  • Listing in Foundation publications, including the annual report and newsletters

  • Eligibility to serve as a featured speaker at one of the Foundation's outreach programs.

Financial Advisors

 

Lawson Arney, Assoc. VP

Raymond James

 

Charles Auerbach, CFP®, ChFC®, CLU, EA

Business Enhancement Associates, LLC

 

Shelly Baker, Asst VP, CFP®, CFTA, CDFA

Sun Trust Investment Services

 

Stanley L. Bilsky, CIMA®

Bilsky Bridgmon Group at Morgan Stanley Smith Barney

 

Becky L. Bridgmon, CFP®

Bilsky Bridgmon Group at Morgan Stanley Smith Barney

 

Larry H. Bryan, Founder & Director

Diversified Trust Company

 

Harvey Cook WMA

Merrill Lynch

 

Dennis S. Drexler, VP

Wunderlich Securities, Inc.

 

Louise W. Ellis, Sr VP

First Tennessee Bank – Private Client Services

 

Shep Fargotstein, 1st VP - Investments

Raymond James

 

Vera R. Feldman, CFP®

Ameriprise Financial

 

David D. Franks, Sr VP, CTFA, AIF®

Argent Financial Group

 

Jonathan Frisch, Sr VP

Regions Insurance

 

T. Lee Gibson, Principal

Diversified Trust

 

Cole Giovannetti, VP

Duncan Williams Asset Management

 

Samuel N. Graham, CEO/Director

Diversified Trust Company

 

Sarah R. Haizlip, MA

Summit Asset Management LLC

 

Sharon Hammer, JD, CFTA, CFP®

Kelman-Lazarov Inc.

 

Jay Healy, CFP®

Century Wealth Management

 

William B. Howard Jr., President, ChFC®, CFP®

William Howard & Co. Financial Advisors

 

Jim Isaacs, CFP®

Legacy Wealth Management Inc.

 

E. Charles Jalenak, CFP®

Legacy Wealth Management Inc.

 

Martin Kelman, CFP®

Kelman-Lazarov Inc.

 

Elliot Kiersky, VP

UBS Financial Services Inc.

 

Milton L. Knowlton, CLU®, ChFC®, LUTCF®, AEP®, CLTC

Lewis & Knowlton Financial Group Inc.

 

Susan M. Lattimore, EA, CFP®

The Marston Group, PLC

 

John N. Laughlin, Sr VP, CFP®

Summit Asset Management LLC

 

Ronald Lazarov, CFP®

Kelman-Lazarov Inc.

 

Donald M. Levy, Managing Director – Investments

Wells Fargo Advisors

 

Hal F. Lewis, Sr VP

Stephens, Inc.

 

Howard B. Manis, JD, CFP®

Kelman-Lazarov Inc.

Manis Law Firm

 

Michael L. Matthews, 1st VP

UBS Financial Services

 

Anthony A. Morrison, First Vice President - Investments

Wells Fargo Advisors

 

Max Notowitz, CLU, ChFC®

 

Bill Overcast, CFP®

Legacy Wealth Management Inc.

 

Carl Raff, CFP®

Business Enhancement Associates LLC

 

Ashley M. Remmers, Director

Diversified Trust

 

Richard Scharff, VP – Wealth Management

UBS Financial Services

 

Todd Shapiro, MSM

Innovative Financial Group

 

Peter Shea, CFP®

Quantitative Solutions LLC

 

Madeline R. Simonetti, CFP®

Ameriprise Financial

 

Robert Smithwick III, Managing Principal

Diversified Trust Company

 

Michael Stein, Managing Director- Investments

Wells Fargo Advisors

 

Alex Thompson CLU, ChFC®

Summit Asset Management LLC

 

David Waddell, CFP®

Waddell & Associates PLLC

 

Mike Wood, CLU, AEP

Northwest Mutual Financial Network

 

Stuart Zalowitz, CLU, AEP

Regions Insurance

Estate Attorneys

 

C. Mike Adams Jr., JD, LLM, EPLS

Wyatt, Tarrant & Combs LLP

 

Robert K. Alvarez, JD

Bourland, Heflin, Alvarez, Minor & Matthews, PLC

 

Edward T. Autry, JD

Wyatt, Tarrant & Combs LLP

 

Olen M. Bailey, Jr., JD

The Bailey Law Firm

 

Robert P. Blumenthal, JD

Siegel, Hooper & Blumenthal, PLLC

 

Renee Castle, JD

Pfrommer & Castle

 

Christopher J. Coats, JD

Baker Donelson Bearman Caldwell & Berkowitz, PC

 

Elizabeth F Coleman, JD

The Marston Group, PLC

 

Katina H. Gaines, JD

Gaines & Associates, PLLC

 

Chasity Grice, JD

Peppel, Gomes & MacIntosh, PC

 

Virginia Griffee, JD

Griffee Law Offices

 

Audrey J. Grossman, JD

Harkavy, Shainberg, Kaplan & Dunstan, PLC  

 

James R. Hall, Jr., JD

Baker Donelson Bearman Caldwell & Berkowitz, PC

 

Teresa R. Hurst, JD

The Hurst Law Firm

 

Skip Hutchins, JD, LLM

Baker Donelson Bearman Caldwell & Berkowitz, PC

 

S. Josh Kahane, JD

Glankler Brown PLLC

 

Mitchell Lansky, JD

The Lansky Firm

 

Robert D. Malin, JD

Wyatt, Tarrant & Combs LLP

 

Howard B. Manis, JD

Manis Law Firm

Kelman-Lazarov, Inc.

 

Steve McCleskey, JD

Glankler Brown

 

A. Stephen McDaniel, JD

Wyatt, Tarrant & Combs LLP

 

Michael R. Parham, JD, Sr VP

The Bank 1905

 

J. Vincent Perryman, JD

The Law Offices of J. Vincent Perryman

 

J. Martin Regan, JD

Lewis, Thomason, King, Krieg & Waldrop, PC

 

Boyd L. Rhodes Jr., JD

Wyatt, Tarrant & Combs LLP

 

Jason D. Salomon, JD, EPLS

Harkavy, Shainberg, Kaplan & Dunstan, PLC

 

Raymond M. Shainberg, JD

Harkavy, Shainberg, Kaplan & Dunstan, PLC

 

Arleen L. Siegel, JD

Siegel, Hooper & Blumenthal PLLC

 

Frederick Stukenborg, JD

 

Cynthia J. Tobin, JD

Wyatt, Tarrant & Combs LLP

 

Blanchard E. Tual J.P., JD

Tual Graves PLLC

 

Joseph B. Walker, JD

Butler, Snow, O’Mara, Stevens & Cannada, PLLC

 

P. Preston Wilson, JD

Gotten, Wilson, Savory & Beard PLLC

 

Herbert B. Wolf Jr., JD

Husch Blackwell, LLP

Certified Public Accountants

 

Steve Balton, CPA

Cannon Wright Blount

 

Sanford J. Blockman, CPA

Watkins Uiberall, PLLC

 

Caren L. Creason, CPA, CVA

The Marston Group, PLC

 

James S. Dickey, JD, CPA, CGMA

The Marston Group, PLC

 

Harvey F. Greer Jr., JD, CPA

Belz Investco GP

 

Steve Leib, CPA

Watkins Uiberall PLLC

 

Brook H. Lester, CPA

Diversified Trust

 

J. Kenneth (Chip) Marston, Jr., CPA

The Marston Group, PLC

 

John A. May Jr., CPA

Dixon Hughes PLLC

 

Paul R. Padawer, CPA

Padawer & Associates

 

Ilinda Parham, CPA

Financial Strategy Group

 

J. L. Schifani, CPA

Cannon & Company

 

Dan R. Snow, CPA

 

Gene Stallings, CPA

Stallings & Associates

 

Michael D. Uiberall, CPA

Watkins Uiberall PLLC 

 

Life Insurance Advisors

 

Bart Ehrenkranz, LUTCF

Ehrenkranz & Associates, LLC

 

Zach Jaworski

State Farm

 

Milton L. Knowlton, CLU®, ChFC®, LUTCF®, AEP®, CLTC

Lewis & Knowlton Financial Group Inc.

 

David J. Ross CLU, CPCU

State Farm Insurance

 

Mike Wood, CLU, AEP

Northwest Mutual Financial Network

 

Stuart Zalowitz, CLU, AEP

Regions Insurance