Philanthropic Advisors Network

Making our great community even better through generosity

Mission

To grow generosity in our region by inspiring and supporting professional advisors to help clients create charitable giving plans that strengthen their families and communities.

Meetings

Professional advisors interested in expanding their ability to help clients fulfill their philanthropic wishes meet three times a year for professional development and networking.

Expectations of Members

Discuss charitable giving a normal part of your client interaction
Participate in at least two PAN meetings annually
Display or provide Community Foundation charitable giving information in your office (please contact us if you need this)

Unique Benefits of Membership

Be included in a listing of Philanthropic Advisors on the Community Foundation of Greater Huntsville's website, with a link to your site
Take advantage of the opportunity to upgrade your philanthropic IQ through continuing education
Brainstorm with your peers in order to build a culture of generosity in our community
Receive monthly updates on charitable giving news in Four Points Bulletin

Philanthropic Advisors Network Member Directory

Attorney

Elizabeth Abel | Lanier Ford | 256.535.1100
Paul Frederick | Maynard Cooper & Gale, PC | 256.551.0171
Christine (“Chris”) Hinson | Hinson & Hinson, P.C. | 256.382.5863
JoAnn Perez | JoAnn M. Perez, P.C. | 256.536.3890

CPA

Donna Berger | Crabtree, Rowe & Berger, PC | 256.704.0620
Brad Garland | Brand Blackwell & Company | 256.489.3525
Rebecca Givens | Anglin Reichmann Armstrong | 865.643.2327
Scott Hand | Anglin Reichmann Armstrong | 256.533.1040
Angela Sparks | Anglin Reichmann Armstrong | 256.489.7152
Ray White | Warren Averett LLC | 256.713.2686
Lori Womack | Womack & Associates LLC | 256.534.1360

Financial Planner

Ken Askew | Legacy Planning | 256.536.8085
Drew Chapman | Keel Point | 256.704.5112
Evan Crouse | Warren Averett | 256.533.7610
Cavett Cooper | Cooper May | 256.288.0192
Jay Dryden | Vector Wealth Strategies, LLC | 256.469.7711
James Falcon | Edward Jones | 256.534.8183
Kyle Findlay | Keel Point | 256.704.5111
Nick Jackson | Vector Wealth Strategies | 256.469.7711
Jeff Jones | Longview Financial Advisors, Inc. | 256.534.1196
Connor May | Cooper May | 256.288.0192
Craig Satterfeal | Thrivent Financial | 256.883.5509

Wealth Manager

Nick Anderson | Madison Street Wealth Advisors | 256.947.5091
Shari Burnum | Investor's Resource | 256.520.3333
Stephen Gunter | Bridgeworth LLC | 256.970.6888
Ginger Harper | IBERIABANK | 256.519.4311
Brian Hinson | Bridgeworth LLC | 256.970.6890
Charles Jones | Merrill Lynch | 256.650.2428
Todd McBride | Morgan Stanley Wealth Management | 256.519.4040
Thomas O'Connor | Keel Point | 256.801.8016
Chris Russell | Cadence Bank | 256.656.4248
Jason Schrimsher | UBS Financial Services Inc. | 256.690.5508
Patrick Shields| Morgan Stanley | 256.714.6049
Jessica Hovis Smith | Longview Financial Advisors, Inc. | 256.534.1196
David Staley | Merrill Lynch | 256.650.2437
Brittany W. Toth | Trustmark | 256.519.3213
Ron Wood | Synovus | 256.551.3346

Insurance Representative

Andrew Boyd | Northwestern Mutual Wealth Management Company | 256.684.8060
Kevin Fernandez | Fernandez Financial Group, LLC | 256.517.5962

Planning Team

Jay Dryden (Chair) | Managing Partner, Vector Wealth Strategies
Brittany W. Toth | First Vice President, Private Banking, Trustmark
JoAnn Perez | Attorney, JoAnn M Perez, P.C.
M. Angela Sparks | Tax Supervisor, Anglin Reichmann Armstrong

To be considered for membership in the Community Foundation's Philanthropic Advisors Network (PAN), please complete the form below:

PAN Membership Form

PAN Membership Seal:

Members of the Philanthropic Advisors Network receive a PAN Membership Seal each year. We encourage you to use this seal where suitable. If it is necessary to resize our logo, please resize keeping dimensions proportionately intact. Right click and "Save As" the adjacent logo.