LSU’s Planned Giving Professional Advisory Council Members Baton Rouge Chapter
John C. Blackman Mr. Daryl R. Ellis Attorney at Law Certified Financial Planner Jones Walker Ellis Insurance & Financial Group 8555 United Plaza Blvd., Suite 500 8280 YMCA Plaza Drive, Bldg 1 Baton Rouge, LA 70809 Baton Rouge, LA 70810 W: (225) 248-2070 Fax: (225) 248-3070 W: (225) 925-8312 (877) 544-2213 [email protected] F: (225) 928-7180 www.joneswalker.com [email protected]
Robert T. Bowsher Nicole S. Fawley Attorney - Partner Senior Financial Advisor Breazeale, Sachse, & Wilson Merrill Lynch – City Plaza 23rd Floor One American Place 445 North Blvd., 4th Floor, Suite 401 301 Main Street Baton Rouge, LA 70802 Baton Rouge, LA 70821 W: 225-388-9278 1-800-937-0318 W: (225) 381-8028 Fax: (225) 387-5397 [email protected] [email protected] www.wealthmanagement.ml..com www.bswllp.com
Mr. Jason W. Graham Mr. Ben Broussard Graham Enterprises Vice President of Development 11925 Mollylea Drive Tiger Athletic Foundation Baton Rouge, LA 70815 North Stadium Drive W: (225)715-0657 P.O. Box 711 www.lsucanvas.com Baton Rouge, LA 70821 www.lsumusic.com W: (225) 578-0162 Fax: (225) 578-0184 [email protected] 1-800-644-4823 [email protected] www.lsutaf.org Joseph Darrell Green, LUTCF Financial Representative Northwestern Mutual Bunnie R. Cannon, CFRE 2008 S. College Road Director, Planned Giving Lafayette, LA 70508 Tiger Athletic Foundation W: (337) 233-3663 x1749 P.O. Box 711 Fax: (337) 232-4118 Baton Rouge, LA 70821 Cell: (337) 962-6355 W: (225) 578-0302 [email protected] [email protected] www.nmfn.com/josephgreen
Dustin Dowling Mary Hester Chief Executive Officer Partner Peters Wealth Advisors Taylor, Porter, Brooks & Phillips, LLP 5800 One Perkins Place Dr, Suite 8-A P O Box 2471 Baton Rouge, LA 70808 Baton Rouge, LA 70821 W: (225) 766-4885 Fax: (225) 766-490 W: (225) 381-0268 Fax: (225) 346-8049 1-800-649-9715 [email protected] [email protected] www.taylorporter.com www.peterswealth.com Mr. Kevin Knobloch Steven E. Morgan Managing Director-Investments Market Manager Wells Fargo Advisors J.P. Morgan Private Bank 7031 Commerce Circle, Ste 200 451 Florida Street, Floor 6 Baton Rouge, LA 70809 Baton Rouge, LA 70801 W: (225) 929-8422 Fax: (225) 924-4547 W: (225) 332-4332 Fax: (225) 332-7517 1-800-284-6412 1-800-637-6459 [email protected] Service Team : (225) 332-4252 www.wellsfargoadvisors.com [email protected] www.jpmorgan.com
Don “Skipper” McAdams, Jr. 2527 Broussard Street Fred A. Palmer Baton Rouge, LA 70808 Managing Director C: (225) 954-5093 Strategic Financial Partners, LLC [email protected] 39394 Bradbury Lane Prairieville, LA 70769 W: (225) 622-6942 Fax: 1-800-608-8560 Mr. Michael J. McCoy 1-866-944-6942 Vice President [email protected] LA Trust Manager www.sft-llc.com Hancock Bank 2600 CitiPlace Drive, Suite 200 Baton Rouge, LA 70808 Nicole Palmer W: (225) 248-7457 Fax: (225) 248-7469 Managing Director [email protected] Strategic Financial Partners, LLC www.Hancockbank.com 39394 Bradbury Lane Prairieville, LA 70769 W: (225) 622-6942 Fax 1-800-608-8560 Mr. John F. McDermott 1-866-944-6942 Partner [email protected] Taylor, Porter, Brooks & Phillips, LLP www.sft-llc.com 8th Floor Chase Tower South 451 Florida Street (70810) Post Office Box 2471 Mike Patton Baton Rouge, LA 70821 President W: (225) 387-3221 Fax: (225) 215-8743 Integrity Wealth Management, Inc. [email protected] P.O. Box 78408 www.taylorporter.com Baton Rouge, LA 70837 W: (225) 926-0202 Fax: (225)926-0203 C:(225) 937-0704 Mr. Carey Messina [email protected] Partner www.integritywealth.us Kean Miller LLP Estancia Office Park Dorsey Peek 5035 Bluebonnet Blvd., Suite B (70809) Realtor P O Box 3513 ReMax First Baton Rouge, LA 70821 4750 Sherwood Common Blvd. W: (225) 382-3408 Fax: (225) 388-9133 Baton Rouge, LA 70816 [email protected] W: (225) 298-6888 Fax: (225) 295-1234 www.keanmiller.com/carey-j-messina 1-800-599-6769 C: (225) 773-0777 [email protected] www.dorseypeek.com
Rick Perry Elizabeth Querbes President & Chief Executive Officer Senior Vice President - Investments Tiger Athletic Foundation Wealth Management Advisor P.O. Box 711 Merrill Lynch – City Plaza Baton Rouge, LA 70821 445 North Blvd, 4th Floor, Suite 401 (W): (225) 578-0180 Fax: (225) 578-0184 Baton Rouge, LA 70802 [email protected] W: (225) 388-9260 Fax: (225) 341-7364 www.lsutaf.org [email protected] www.ml.com
Bill Peters, MBA, CFP Managing Director Collis Temple, III Peters Wealth Advisors National Sales Director 5800 One Perkins Place Dr, Suite 8-A Primerica Financial Services Baton Rouge, LA 70808 3636 S. Sherwood Forest Blvd, Ste 500 W: (225) 766-4885 Ext 19 Baton Rouge, LA 70816 Fax: (225) 766-4908 W: (225) 295-0380 Fax: (225) 215-1595 1-800-649-9715 C: (225) 939-1327 [email protected] [email protected] www.peterswealth.com www.primerica.com
Laura Poche’ Attorney Mr. Cliff Vannoy Rabalais Law Firm President & CEO 9191 Siegen Lane, Unit 5B LSU Alumni Association Baton Rouge, LA 70810 3848 West Lakeshore Drive W: (225) 329-2450 C: (225) 337-2193 Baton Rouge, LA 70808 Fax: (225) 329-2459 W: (225) 578-3849 1-866-491-3884 1-866-610-2665 [email protected] [email protected] wwwRL-LauraPoche.com www.lsualumni.org
LSU’s Planned Giving Professional Advisory Council Members Texas Chapter
Patrick M. Evans Ms. Suzanne M. Trevillion Senior Vice President – Investments EP Energy UBS Financial Services 11330 Old Mission Road 4400 Post Oak Pkwy, 16th & 17th Floors Houston, TX 77095 Houston, TX 77027-3421 (318) 749-3703 (H) W: (713) 940-2984 Fax: (713) 940-2980 [email protected] 1-800-538-6436 [email protected] www.ubs.com/team/wtc Frank H. Simonton, III, CPA Tax Advisor – CPA Frierson, Sola, Simonton & Kutac, PLLC Mr. William P. Herrington 1010 Lamar, Ste 850 Executive Vice President Houston, TX 77002 Capital One Services, Inc. W: (713) 658-9755 5718 Westheimer, Suite 600 [email protected] Houston, TX 77057 W: (713) 435-5017 [email protected] Brent Thomas President Prudentia Fiduciary Partners F. Allen Lyons 5503 Petty Street Vice President Houston, TX 77007 Houston Trust Company W: (832) 529-3186 C: 504-722-3825 1001 Fannin, Suite 700 [email protected] Houston, TX 77002 www.prudentiafp.com Cell: (713) 252-6379 [email protected] www.houstontrust.com Mr. David C. Walkup Investment Advisor Representative Nolan A. Moulle’, III Harman Wealth Management Sr. Associate 24 Waterway Avenue, Ste 775 Norton Rose Fulbright US LLP The Woodlands, Texas 77380 1301 McKinney, Suite 5100 W: (281) 719-8601 C: (713) 927-9525 Houston, TX 77010-3095 Fax: (866) 380-7372 W: (713)-651-5488 Fax:(713) 651-5246 [email protected] www.nortonrosefulbright.com [email protected]
Jon L. Weinstein Mr. Myron H. Schwitzer Financial Advisor Senior Vice President- Financial Advisor Cetera Advisor Networks Morgan Stanley Smith Barney13455 Noel R 5720 LBJ Freeway, Suite 490 Two Galleria Tower, 18th Fl. Dallas, TX 75240 Dallas, TX 75240-6620 1-800-275-1184 W: (972) 450-6690 Fax: (972) 450-6699 W: ( 972) 385-1106 1-800-527-4175 [email protected] [email protected] www.cateraadvisornetwork.com www.fa.smithbarney.com/schwitzer
LSU’s Planned Giving Professional Advisory Council Members Texas Chapter
Dr. Catherine S. Woodruff 1206 Archley Drive, Apt 509 Houston, TX 77055-6707 H: (713) 722-9438 [email protected]
Mr. Mark S. Worthen President Frost Bank 5925 Kirby Drive Houston, TX 77005 W: (713) 388-7600 [email protected]
LSU’s Planned Giving Professional Advisory Council Members New Orleans Chapter
Gary Alfonso, CFP Benjamin C. Capshaw Business Financial Advisor First Vice President Ameriprise Financial, Inc. Resident Director Mandeville, Louisiana 3351 Severn Ave., Suite 104 Wealth Management Advisor Metairie, LA 70002 Merrill Lynch, Pierce, Fenner & Smith Inc. W: (504) 831-0515 Ext:1 2681 North Causeway Blvd. Fax: (504) 301-4936 Mandeville, LA 70471 [email protected] W: (985) 898-3948 www.ameripriseadvisors.com Efax (985) 746-4946 1-888-446-9934 [email protected] www.wealthmanagement.ml.com Elizabeth M. Ary Vice President Trust Officer Benjamin D. Capshaw III, CFP, CIMA J.P. Morgan Senior Vice President-Investments 201 St. Charles Avenue, 28th Floor Wealth Management Advisor New Orleans, LA 70170 The Capshaw Group W: (504) 623-7996 Fax: (504) 623-1667 Pan American Life Center [email protected] 601 Poydras Street, Floor 25, Suite 2500 Jpmorgan.com New Orleans, LA 70130 W: (504) 586-7683 [email protected] www.wealthmanagement.ml.com John Cannizaro Vice President Trust & Asset Management Group Real Estate & Oil & Gas Manager Annie P. Colvin, CFP Hancock & Whitney Banks Vice President 735 N. Causeway Blvd., 2nd Floor J.P. Morgan Private Bank Mandeville, LA 70448 201 Saint Charles Avenue, 28th Floor W: (985) 626-1530 Fax: (985) 626-7419 New Orleans, LA 70170-1000 [email protected] W: (504) 623-1604 Fax: (504) 558-9829 [email protected] C: (225) 288-2185 [email protected] www.jpmorgan.com
Carol O. Caplan Realtor Terry A. Dufrene, CFA Latter & Blum Inc. Managing Director 200 Broadway, Suite 142 J.P. Morgan Chase Bank New Orleans, LA 70118 Private Wealth Management W: (504) 866-2785 EX 29142 201 St. Charles Avenue, 28th Floor EFax: (504) 275-2405 New Orleans, LA 70170 C: (504) 442-2131 W: (504) 623-7125 Fax: (504) 623-9830 [email protected] 1-877-378-8933 www.latter-blum.com [email protected] www.jpmorgan.com
Jules D. Ellender, CFP Carl J. Servat, III Trust Officer, Trust Advisor Counselor at Law Whitney Bank Lukinovich Law Firm 228 St. Charles Avenue 4415 Shores Drive, Suite 200 New Orleans, LA 70130 Metairie, LA 70006 W: (504) 586-7120 W: (504) 818-0401 Fax: (504) 818-0408 C:(225) 938-4283 [email protected] [email protected] www.lukinovichlaw.com
Christian Fatzer, Jr. Mrs. Susan G. Talley Assistant Vice President Member Trust & Asset Management Group Stone Pigman Walther Wittmann Real Estate & Oil & Gas Asset Manager 546 Carondelet St Hancock & Whitney Banks New Orleans, LA 70130 735 N. Causeway Blvd., 2nd Floor W: (504) 593-0828 Fax: (504) 596-0828 Mandeville, LA 70448 [email protected] W: (985) 624-7455 Fax: (985) 626-7419 www.stonepigman.com C: (504) 812-0347 [email protected] [email protected] Val Vogel, Jr., CLU, ChFC www.whitneybank.com Investment Advisor Representative Burns Vogel & Associates, Inc. 1800 Williams Blvd., Ste. B Miriam W. Henry Kenner, LA 70062 Partner - Attorney at Law W: (504) 465-8556 Fax: (504) 465-8559 Jones Walker, LLP [email protected] 201 St. Charles Avenue, Ste 5100 www.burnsvogel.com New Orleans, LA 70170-5100 W: (504) 582-8436 Fax: (504) 589-8436 Cell: (504) 338-5370 Michelle P. Vogel [email protected] Secretary-Treasurer www.joneswalker.com Burns Vogel & Associates, Inc. 1800 Williams Blvd., Ste. B Kenner, LA 70062 Carole Cukell Neff W: (504) 465-8556 Sessions, Fishman, Nathan & Israel Fax: (504) 465-8559 201 St. Charles Ave., Suite 3815 [email protected] New Orleans, LA 70170 www.burnsvogel.com W: (504) 582-1519 Fax: (504) 582-1555 [email protected] www.sessions-law.com Christian N. Weiler Attorney Weiler & Rees Attorneys at Law Mariska Roney 909 Poydras St., Suite 1250 CPA New Orleans, LA 70112-4018 KPMG W: (504) 524-2944 Fax: (504) 524-2969 909 Poydras Street, Suite 2900 [email protected] New Orleans, LA 70112 www.taxplan.com W: (504) 584-1026 [email protected] www.kpmg.com
LSU’s Planned Giving Professional Advisory Council Members Shreveport Chapter
Armand L. Roos David Alexander Of Counsel Partner Wiener, Weiss & Madison, APC Vintage Realty Company P.O. Box 21990 330 Marshall St.,Suite 200 Shreveport, LA 71120-1990 Shreveport, LA 71101 W: (318) 213-9256 Fax: (318) 424-5128 W: (318) 222-2244 Fax: (318)222-0880 [email protected] [email protected] www.wwmlaw.com www.vintagerealty.com
Jack A. “Bo” Smithwick, Jr.
Senior Vice President M. Thomas Arceneaux Financial Advisor - Wealth Management Director Merrill Lynch Blanchard, Walker, O’Quin & Roberts 410 Edwards St., Suite 600 P.O. Drawer 1126 Shreveport, LA 71164 Shreveport, LA 71163 W: (318) 674-9496 Fax: (318) 402-0487 W: (318) 221-6858 Fax: (318) 227-2967 [email protected] [email protected] [email protected] www.bwor.com www.wealthmanagement.ml.com
Allen P. Jones Mr. Stephen R. Yancey, II Shareholder Special Counsel Wiener, Weiss & Madison Cook, Yancey, King & Galloway P.O. Box 21990 P.O. Box 22260 Shreveport, LA 71120-1990 Shreveport, LA 71120 W: (318) 213-9264 Fax: (318) 424-5128 W: (318) 221-6277 Fax: (318) 227-7850 [email protected] [email protected] www.wwmlaw.com www.cookyancey.com
J. Edgerton Pierson, Jr. Of Counsel Blanchard, Walker, O’Quin & Roberts 333 Texas Street, Suite 700 Shreveport, LA 71101 W: (318) 221-8858 Fax: (318) 227-2967 [email protected] www.bwor.com
LSU’s Planned Giving Professional Advisory Council Members Oklahoma & Florida Chapters
Michael Weitman Joseph H. Combs First Vice President Estate & Retirement Consulting Morgan Stanley/Smith Barney Freedom Financial 4458 Legendary Drive, Suite 300 4901 NW Expressway Destin, FL 32541 P.O. Box 22238 W: (850) 650-7325 W: 1-800-626-9811 Oklahoma City, OK 73132 Fax: (850) 650-7338 W: (405) 603-2193 C: (405) 990-2407 [email protected] [email protected] www.morganstanley.com
Mr. Tracy Mandart, AWMA Senior Vice President, Regent Bank Investment Executive 1540 South Federal Highway Pompano Beach, FL 33062 W: (954) 786-5863 Fax: (954) 545-3753 [email protected] www.regentbank.com