2021 Professional Advisor Referrals News | The Community Foundation of Greater Memphis

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2021 Professional Advisor Referrals

We salute the attorneys, CPAs, and financial planners who understand the value of giving through a charitable fund, now and in the future. Thank you to the professional advisors who directed their clients to the Community Foundation in 2021 and helped them discover a place where giving does more good for the causes, their community, and their financial plan.

Sudhir Agrawal
Ameriprise Financial Services, Inc.

Daniel Allen

Red Door Wealth Management

Lee Gibson

Diversified Trust

Sean Gould

Waddell & Associates

Walter Grant

Aegis Retirement Group

Jay Healy

Beacon Pointe Advisors

Bill Howard

William Howard & Co. Financial Advisors, Inc.

Mike Parham

Parham Estate Law

Hallie Peyton

Legacy Wealth Management

John Phillips

Red Door Wealth Management

Bucky Stewart

The Stewart Financial Consulting Group of Wells Fargo Advisors

Genie Stringer

Red Door Wealth Management

Blanchard Tual

Tual Graves PLLC

Pete Voehringer

DelBrocco & Associates, PLLC

Andrew Wohlfarth

Evans Petree PC

To help your clients achieve more through philanthropy at the Community Foundation, email Director of Development Caroline Kuebler or call her at (901) 722-0036.