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 on the first Wednesday in February, May, August, and November from 11:45am - 1:00pm.

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 Fouundation 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

Attorney

Elizabeth Abel | Lanier Ford | 256.535.1100
John Baggette | Sirote & Permutt, P.C. | 256.536.1711
Paul Frederick | Maynard Cooper & Gale, PC | 256.551.0171
Christine (“Chris”) Sampson Hinson | Hinson & Hinson, P.C. | 256.382.5863
Doug Martinson | Martinson and Beason | 256.533.1667
Katherine McGuire | Lanier Ford | 256.535.1100
JoAnn Perez | JoAnn M. Perez, P.C. | 256.536.3890

CPA

Donna Berger | Crabtree, Rowe & Berger, PC | 256.704.0620
Jeff Brown | Henry & Brown LLC | 256.539.9641
William L. Fleming | Warren Averett LLC | 256.713.2689
Brad Garland | Brand Blackwell & Company | 256.489.3525
Scott Hand | Anglin Reichmann Snellgrove & Armstrong, P.C. | 256.533.1040
Jeremy Jefferys | Warren Averett LLC | 256.704.6453
Luke Kinzer | Anglin Reichmann Snellgrove & Armstrong, P.C. | 256.533.1040
Jeremy Mosteller | Anglin Reichmann Snellgrove & Armstrong, P.C. | 256.533.1040
Ray White | Warren Averett LLC | 256.713.2686
Lori Womack | Womack & Associates LLC | 256.534.1360

Financial Planner

Ken Askew | Legacy Planning | 256.536.7320
Bradley Cardwell | Merrill Lynch | 256.650.2432
Drew Chapman | Keel Point | 256.797.5820
Cavett Cooper | Cooper May | 256.288.0192
Jay Dryden | Vector Wealth Strategies, LLC | 256.469.7711
James Falcon | Edward Jones | 256.852.4886
Kyle Findlay | Keel Point | 256.704.5111
Stephen Jackson | LPL Financial | 256.325.1206
Jeff Jones | Longview Financial Advisors, Inc. | 256.534.1196
Stephanie Kingsford | Womack & Associates LLC | 256.534.1360
Jason Landers | Keel Point | 256.704.5111
Kelly Moise | Vector Wealth Strategies, LLC | 256.469.7711
Craig Satterfeal | Thrivent Financial | 256.883.5509
David Staley | Merrill Lynch | 256.650.2437

Investment Advisor

Garrett Estes | Edward Jones | 256.539.8746
Chris Helton | Synovus Securities, Inc. | 256.572.7015
Brian Jones | Wells Fargo Advisors| 256.551.4041
R Gary Saliba | Saliba Asset Management LLC | 256.539.3965
Ron Wood | Synovus Securities, Inc. | 256.551.3346

Wealth Manager

Lisa Abbott | Cadence Bank | 256.319.2501
Shari Burnum | Investor’s Resource/Raymond James Financial Services | 256.772.4646
Jason Clowers | Clowers Wealth Management Group | 256.715.8920
Ginger Harper | IBERIABANK | 256.519.4311
Brian Hinson | Bridgeworth LLC | 256.970.6890
Brittany Irons | Southern Community Bank | 256.539.7703
Charles Jones | Merrill Lynch | 256.650.2428
Robert Mayes | Keel Point | 256.704.5111
Todd McBride | Morgan Stanley Wealth Management | 256.519.4040
Thomas O'Connor | Keel Point | 256.801.8016
Paula Renfroe | ServisFirst Bank | 256.722.7834
Christopher Russell | Cadence Bank | 256.656.4248
Jessica Hovis Smith | Longview Financial Advisors, Inc. | 256.534.1196
Lane Wilson | Morgan Stanley Wealth Management | 256.535.2892

Planning Team

Jay Dryden (Chair) | Managing Partner, Vector Wealth Strategies
Brittany Irons | VP Private Banking Relationship Manager, IBERIABANK
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, please complete the form below:

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.