Wealth Advisors Council
The ACT Wealth Advisor Council is a group of attorneys, accountants, financial planners, brokers, bank trust officers and other financial professionals interested in encouraging their clients to incorporate philanthropy in their estate-planning. Council members gather for educational and networking events and share important news and resources related to philanthropy trends and opportunities. The Wealth Advisor Council promotes ACT through professional societies and speaking opportunities at community and civic groups. Membership is free.
Members enjoy a number of benefits including:
- A network of professionals to tap for answers to complex charitable giving questions
- Access to ACT's expertise to assist clients who are considering charitable giving options
- Opportunities to meet with nonprofit organizations, especially those serving low-income children and families
- Avenues to promote charitable giving, such as ACT presentations to colleagues at your firm or your professional associations, and articles available about charitable giving for your newsletters
- Community visability via our promotion of the ACT Wealth Advisors Council in the press and other media
- Periodic emails containing useful information about charitable resources
For more information about ACT's Wealth Advisor Council, please call (703) 739-7778.
The steering committee for the Wealth Advisor Council is chaired by Alice Paik, Brown Advisory.
Members include:
Patience Alexander, P.C.
Laurie Blackburn, McLaughlin Ryder Investments
Kim Fiske, Fiske & Harvey, PLLC
Michael Hart, Speck-Caudron Investment Group of Wells Fargo Advisors, LLC
Brian Kennedy, Cardinal Bank
Charlie Lanman, Burke & Herbert Bank & Trust
Mary Maginniss, Harris SBSB
David Markley, Northwestern Mutual Financial Network
Sharon McMichael, Goodman & Co.
Alice Paik, Brown Advisory
Stay tuned for more information on upcoming Wealth Advisor Education Events.
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