The Advisory Group (TAG)

The Advisory Group (TAG) is comprised of local tax, legal and financial professionals who have extensive experience and expertise in planned giving and deferred gifts. Each of these individuals can assist you in helping you achieving your philanthropic goals. These volunteers meet with Baptist Health leadership periodically to learn about the latest in health care.  


Dennis (Denny) M. Axman, CLU, ChFC, AEP, CFP, RICP

Axman and Associates, LLC 

Dennis L. Blackburn, JD

Blackburn & Company, LC 

Harris L. Bonnette, Jr., JD

Fisher, Tousey, Leas & Ball, P.A.

Jean C. Coker, JD

Jean C. Coker, P.A. 

Kathleen Holbrook Cold, JD

Lippes Mathias Wexler Friedman, LLP

Eric A. Ellisen

Morgan Stanley 

John (Jack) I. Fishburne III, JD, LLM

Purcell, Flanagan, Hay & Greene, P.A. 

Beverly Flanagan, CFP

Cypress Trust Company

A. Roy Fuller, Jr., CLU, ChFC

Fuller Financial Servvices

Kathryn A. Hall

Seaside National Bank & Trust 

S. Mark Hand, CPA, CVA

S. Mark Hand Associates, P.A. 

James A. Heinz, CPA/PFS, JD

Heinz & Company

Ronald M. Heymann, Jr., CFP, ChFC

Davis Capital Management

Peggy S. Holt

BBVA Compass Global Wealth

Barbara G. Jaffe, CIMA

The Jaffe Group at Morgan Stanley 

Andrew Laino, CFP, CLU, CLTC

Prudential Financial 

Kateena (Teena) E. Manners, JD, LLM

Fisher, Tousey, Leas & Ball, P.A. 

Jane E. Marchand

Marchand Faries Financial Management, Inc.

Don N. Merritt, Jr.


Robert N. Miller, JD

Fisher, Tousey, Leas & Ball, P.A. 

John P. Moore, CTFA

Wells Fargo Private Bank 

Michael E. Ruble

U.S. Trust, Bank of America Private Wealth Management 

Michael Schnell, CPA, CVA

Pivot CPAs

Lynn T. Shad, CFP

Morgan Stanley

Mark J. Shorstein, CPA

Shorstein & Shorstein, P.A.  

Robin Wahby, CLU

Wahby Financial Group

Lisa Strange Weatherby, CIMA, CIS

The Weatherby Alexander Financial Group of Wells Fargo Advisors 

To learn more, contact us at 904.202.2919 or

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).

Baptist Health Foundation | 841 Prudential Drive, Suite 1300 | Jacksonville, FL 32207 | 904.202.2919
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