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2017 professional advisor referral recognition

January 18th, 2018

We recognize and thank the savvy attorneys, CPAs, and financial planners who know that a donor-advised fund is part of a smart community investment strategy. We salute the professional advisors who directed their clients to the Community Foundation in 2017.

C. Michael Adams
Williams McDaniel, PLLC 

Sanford J. Blockman 
Watkins Uiberall, PLLC 

Robert C. Burleigh
Burleigh Consulting Group 

James S. Dickey, Jr. 
The Marston Group, PLC 

Robert D. Gooch III 
Raymond James & Associates 

Sean Gould 
Waddell & Associates, LLC 

Robert D. Malin
Williams McDaniel, PLLC 

Kenneth A. Milford
Milford & Associates, P.C. 

George J. Nassar, Jr.
Glankler Brown, PLLC

W. Lytle Nichol IV
Evans Petree P.C.

Hallie Peyton 
Legacy Wealth Management 

Lee J. Powell, Jr. 
Raymond James & Associates, Inc.

J. Martin Regan 
Lewis Thomason P.C. 

Mark A. Sorgenfrei, Jr.
Frazee Investment Consulting, Inc.

Michael Stein  
Wells Fargo Advisors, LLC 

Thomas M. Tweel 
Apperson Crump PLC 

Michael D. Uiberall 
Watkins Uiberall, PLLC 

Chalmers P. Valentine 
Highland Capital Brokerage

Additionally, The Community Foundation recognizes the Navigator Society – a group of attorneys, accountants, and financial advisors who champion charitable giving by guiding their clients to the charitable services we offer. Members of the Navigator Society have developed significant, ongoing partnerships with the Community Foundation to help their clients achieve more through philanthropy. View the list of members.

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