Advisor recognition
Acknowledging the professional advisors who guide clients to strategic philanthropy through the Community Foundation
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2025 referring advisors
Thank you to the professional advisors who directed their clients to the Community Foundation in 2025 and helped them discover a place where giving does more good for their causes, their community, and their financial plan.
Marjorie Baker
Harkavy McDaniel Kaplan & Salomon PC
Coleman Barron
Strategic Financial Partners
Larry Bryan
Diversified Trust
Tucker Carr
Diversified Trust
Kevin Cox
Glankler Brown PLLC
Ren Epperly
Legacy Wealth Management
Katina Gaines
Gaines & Associates PLLC
Scott Giles
Giles Financial Group
Sean Gould
Coastal Bridge Advisors
Robby Graham
Coastal Bridge Advisors
Perry Green
Coastal Bridge Advisors
Jay Healy
Beacon Pointe Advisors
Brienne Jackson
Legacy Wealth Management
Brook Lester
Diversified Trust
George Nassar
Glankler Brown PLLC
Holly Palmer
Harkavy McDaniel Kaplan & Salomon PC
Mike Parham
Parham Estate Law
Hallie Peyton
Legacy Wealth Management
Jason Salomon
Harkavy McDaniel Kaplan & Salomon PC
Stephen Slabaugh
Forvis Mazars
Nick Sowell
Legacy Wealth Management
David Waddell
Coastal Bridge Advisors
Navigator Society
The Navigator Society is a group of professional advisors who have consistently guided their clients to the Community Foundation and helped them achieve more through philanthropy. We salute the attorneys, CPAs, and financial planners who understand the value of giving
through a charitable fund, now and in the future.
Ben C. Adams, Jr.
Baker Donelson
C. Michael Adams, Jr.
Adams Estate Law
Sudhir K. Agrawal
Ami Financial Group
Daniel Allen
Red Door Wealth Management
Kelly L. Bolton
Merrill Lynch
Larry H. Bryan
Diversified Trust
Thomas R. Buckner
Thomas Buckner Law
G. Rice Byars, Jr.
Harris Shelton
Susan Callison
Harris Shelton
Frank N. Stockdale Carney
Evans Petree PC
James S. Dickey, Jr.
Consultant
V. Lynn Evans
V. Lynn Evans CPA
Katina H. Gaines
Gaines & Associates PLLC
Robert D. Gooch III
Raymond James &
Associates, Inc.
Sean Gould
Coastal Bridge Advisors
Perry J. Green
Coastal Bridge Advisors
Jay Healy
Beacon Pointe Advisors
Robert S. Hester, Jr.
Retired
William B. Howard, Jr.
William Howard & Co.
Financial Advisors, Inc.
J. Kenneth Marston, Jr.
The Marston Group PLC
Michael L. Matthews
UBS Financial Services, Inc.
William T. Mays, Jr.
Glankler Brown PLLC
A. Stephen McDaniel
Harkavy McDaniel Kaplan & Salomon PC
Kenneth A. Milford
Milford & Associates PC
John F. Murrah
Evans Petree PC
George J. Nassar, Jr.
Glankler Brown PLLC
Robert E. Orians
Martin, Tate, Morrow &
Marston PC
Michael R. Parham
Parham Estate Law
Hallie L. Peyton
Legacy Wealth Management
John Phillips V
Red Door Wealth Management
R. Michael Potter
Retired
J. Martin Regan, Jr.
Lewis Thomason
Michael A. Robinson
Glankler Brown PLLC
M. Andrew Shaul
Creative Planning
Robert Smithwick III
Diversified Trust
Jeffrey E. Thompson
Martin, Tate, Morrow &
Marston PC
N. Gordon Thompson
TD Capital Management LLC
John W. Ueleke
Retired
Michael D. Uiberall
Retired
David Waddell
Coastal Bridge Advisors
Harish V. Vishria
Mercer Global Advisors
Steven Wishnia
Highland Capital Management LLC
James D. Witherington, Jr.
SSM Partners
Chartered Advisors in Philanthropy®
The Chartered Advisor in Philanthropy® (CAP®) designation, offered by The American College of Financial Services, is a nationally recognized credential for advisors who want to lead sophisticated philanthropic conversations. These CAP designees are equipped with specialized knowledge and advisory expertise to guide charitably-minded individuals and families.
Daniel Allen
Red Door Wealth Management
Brandy Cannon
Cannon Wright Blount
Jay Healy
Beacon Pointe Advisors
Jim Forbis
CFH Financial Services, Inc.
Ed Gillentine
Gillentine Group
Perry Green
Waddell & Associates
Alison Henneberger
Diversified Trust
Rob Hughes
Porter-Leath
Brienne Jackson
Legacy Wealth Management
Caroline Kuebler
Community Foundation of Greater Memphis
Colin Lee
ALSAC-St. Jude
Jim Marconi
Community Foundation of Greater Memphis
Joey Maurizi
Methodist Healthcare Foundation
Ann Mitchell
Alzheimer’s & Dementia
Services of Memphis
Celeste Pryor
Red Door Wealth Management
Steven Solomon
ALSAC-St. Jude
Genie Stringer
Shelby Ventures LLC
Patty Stringer
Retired
Lauren Taylor
Hyde Family Foundation
Stacye Trout
Community Foundation of Northwest Mississippi
Chalmers Valentine
Peyton Financial Group, Inc.
Melissa Whitby
Memphis Brooks Museum of Art
Cathy Wilson
LeBonheur Children’s Hospital
Black Professional Advisor Alliance
The Black Professional Advisor Alliance is a network of Black professionals who believe that knowledge is most powerful when it is shared. Brought together by the Community Foundation of Greater Memphis, this Alliance unites advisors who are not only leaders in their fields, but dedicated to serving their community.
Brooke Benjamin Kelley
Benjamin Law Firm
April Bostick
Bostick Law Firm
Williams Brack
CBIZ MHM, LLC
George Henry Brown III
New York Life
Darrell Cobbins
Universal Commercial Real Estate, LLC
Crandall Craigen
Primerica // I AM LEGACY
Leon Cunningham III
Corebridge Financial
Jamel Dagher
Paragon Bank
Ted Davis
Bright Investments, LLC
Deja Foster
Ameriprise Financial, LLC
Jerome Franklin
Solutions Wealth Management
Chasity Grice
The Estate and Family Law Group, PLLC
Jacinta Hall-Weeden
The J.A. Hall Law Firm, PLLC
Scotty Hendricks, Jr.
Freedmen’s Financial Group
Katrena Hester
Freedmen’s Financial Group
Deterrious Hill
Reynolds, Bone & Griesbeck, PLC
O’Keith Jones
Freedmen’s Financial Group
T.K. Jones
Forward Memphis
Faye Martin Alexander
Becton Family Real Estate Trust
Myra McCaskill Crenshaw
McCaskill Crenshaw Group
Audrey Miller-Okhiria
Regions Financial Corporation
Travis Moody
Forward Memphis
Mario Nolan-Dillard II
Sims Financial Group
Sean Norris
Sorkaty Capital Advisors
Nathan Ollie
Merrill Lynch Wealth Management
Dana Pointer
Preserver Partners
Daryl Quarles
Wells Fargo Advisors, LLC
Latrice Smith
Equitable Advisors
Evan Stephens
Merrill Lynch Wealth Management
Marques Young
Edward Jones