The Advisory Group (TAG)

The Advisory Group is a wonderful example of the community's investment in our mission and in outstanding patient care. It's also a wonderful resource for donors or anyone who is considering a gift through their will or estate plan. A group of local tax, legal and financial professionals, TAG, can discuss your estate plan with you and how you can use it to achieve any of your personal goals, including philanthropy. This group of professionals has extensive expertise in planned giving and deferred gifts and they can work with you to ensure your deferred gift fulfills the goals for your philanthropic legacy. 

Members

INSURANCE
A. Roy Fuller, Jr., CLU, ChFC, Fuller Financial Services
Andrew Laino, CFP, CLU, CLTC, Laino and Associates Financial Group, Inc.
Michael A. Wood, CLU, ChFC, JP Perry Insurance Company

ATTORNEYS
Dennis L. Blackburn, JD, Blackburn & Company, L.C.
Harris L. Bonnette, Jr., JD, Ivan, Cole & Bonnette, P.A.
Jean C. Coker, JD, Jean C. Coker, P.A.
Hamilton Cooke, Cooke and Meux, P.A.
John (Jack) I. Fishburne III, JD, LL.M., Purcell, Flanagan & Hay, P.A.
Robert N. Miller, JD, Fisher, Tousey, Leas & Ball

BANK/TRUST OFFICERS
Peggy S. Holt, BBVA Compass Bank
Jane E. Marchand, Marchand Faries Financial Management, Inc.
John P. Moore, CTFA, Wells Fargo - The Private Bank
Lisa Strange Weatherby, CIMA, CIS, Wells Fargo Advisors, LLC

CPAs
Mark S. Hand, CPA, Mark S. Hand & Associates, P.A.
James A. Heinz, CPA/PFS, JD, Heinz & Company LLP
Mike Schnell, CPA, The Griggs Group CPAs
Mark J. Shorstein, CPA, Shorstein & Shorstein, P.A.

INVESTMENT MANAGEMENT
Dennis M. Axman, CLU, ChFC, AEP, CFP®, Capitas Financial
Eric A. Ellisen, Morgan Stanley Smith Barney
Barbara G. Jaffe, CIMA, Morgan Stanley Smith Barney
Matthew D. Kwartler, CFP®, SunTrust Bank Private Wealth Management
Don N. Merritt, Jr., Bernstein Global Wealth Management
Mike Ruble, BB&T Wealth Management

To learn more, contact us at 904.202.2919 or foundation@bmcjax.com

The Advisory Group Legal Disclaimer - The hiring of a planned giving professional (such as estate planning attorneys, CPAs, tax specialists and financial planners) is an important decision that should be based on your personal needs, not solely upon this listing of such individuals or any advertisements by such individuals. Before you decide, please fully explore the qualifications of such individuals to assist you with your specific needs. BaptistHealth Foundation is providing this list of local planned giving professionals solely for your convenience, and it does not endorse any such individual (nor is it responsiblefor the professional judgment, acts or omissions of any such individual).

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