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 LLP Ellis Insurance & Financial Group Four United Plaza 8280 YMCA Plaza Drive, Bldg 1 8555 United Plaza Blvd., Suite 500 Baton Rouge, LA 70810 Baton Rouge, LA 70809 W: (225) 925-8312 Fax: (225) 928-7180 W: (225)248-2070 Fax:(225) 248-3070 (877) 544-2213 [email protected] [email protected] www.joneswalker.com
Nicole S. Fawley, CRPC Robert T. Bowsher Financial Advisor Attorney - Partner Morgan Stanley Wealth Management Breazeale, Sachse, & Wilson, L.L.P. 400 Convention Street, Suite 400 One American Place, Baton Rouge, LA 70802 301 Main Street, Suite 2300 (70801) W: 225-237-3120-Direct 1-800-666-3960 P.O. Box 3197 Fax: (225) 237-3105 (225) 237-3100-Main Baton Rouge, LA 70821 [email protected] W: (225) 381-8028 Fax: (225) 387-5397 [email protected] www.bswllp.com Mr. Jason W. Graham Graham Enterprises 11925 Mollylea Drive Bunnie R. Cannon, CFRE Baton Rouge, LA 70815 Director, Planned Giving W: (225)715-0657 Tiger Athletic Foundation www.lsucanvas.com P.O. Box 711 www.lsumusic.com Baton Rouge, LA 70821 [email protected] W: (225) 578-0302 [email protected]
J. Darrell Green, LUTCF Financial Representative Dustin S. Dowling Northwestern Mutual Chief Executive Officer 2008 S. College Road Peters Wealth Advisors, LLC Lafayette, LA 70508 5800 One Perkins Place Dr, W: (337) 233-3663 ext 1749 Suite 8-A, Ext 104 Fax: (337) 232-4118 Baton Rouge, LA 70808 Cell: (337) 962-6355 W: (225) 766-4885 ext 104 [email protected] Fax: (225) 766-4908 www.nmfn.com/josephgreen Cell: (225) 287-8252 1-800-649-9715 [email protected] www.peterswealth.com Mary C. Hester Mr. John F. McDermott Partner Partner Taylor, Porter, Brooks & Phillips, LLP Taylor, Porter, Brooks & Phillips, LLP 450 Laurel Street 8th Floor (70801) 8th Floor Chase Tower South P O Box 2471 450 Laurel Street (70810) Baton Rouge, LA 70821 Post Office Box 2471 W: (225) 381-0268-Direct Baton Rouge, LA 70821 Fax: (225) 215-8738 W: (225) 387-3221 Fax: (225) 215-8743 (225) 387-3221-Main Line (225) 381-0261-Direct [email protected] [email protected] www.taylorporter.com www.taylorporter.com
Rebecca M. Hinton Mr. Carey Messina Special Counsel Partner Taylor, Porter, Brooks & Phillips, LLP Kean Miller LLP 450 Laurel Street 8th Floor (70801) Estancia Office Park P.O. Box 2471 5035 Bluebonnet Blvd., Suite B (70809) Baton Rouge, LA 70821 P O Box 3513 W: (225) 381-0233-Direct Baton Rouge, LA 70821 Fax: (225) 215-8763 W: (225) 382-3408 Fax: (225) 388-9133 (225) 387-3221-Main Line [email protected] [email protected] www.keanmiller.com/carey-j-messina www.taylorporter.com
Ms. Jayne L. Middleton Mr. Kevin Knobloch 917 Steele Blvd. Managing Director-Investments Baton Rouge, LA 70806 Wells Fargo Advisors Cell: (225) 963-3274 7031 Commerce Circle, Ste 200 [email protected] Baton Rouge, LA 70809 W: (225) 929-8422 Fax: (225) 924-4547 1-800-284-6412 Steven E. Morgan [email protected] Market Manager www.wellsfargoadvisors.com J.P. Morgan Private Bank 451 Florida Street, Floor 6 Baton Rouge, LA 70801 Don “Skipper” McAdams, Jr. W: (225) 332-4332 Fax: (225) 332-7517 Attorney at Law 1-800-637-6459 2527 Broussard Street Service Team : (225) 332-4252 Baton Rouge, LA 70808 [email protected] Cell: (225) 954-5093 www.jpmorgan.com [email protected]
Fred A. Palmer, JD, CPA, PFS, CFP Mr. Michael J. McCoy, CBEC Managing Director Vice President, Wealth Advisor Palmer Wealth Management, LLC Hancock Whitney Bank 39394 Bradbury Lane 445 North Blvd, 1st Floor Prairieville, LA 70769 Baton Rouge, LA 70802 W: (225) 304-0025 Fax: 1-800-608-8560 W: (225) 381-0457 Cell: (225) 803-9095 [email protected] [email protected] www.Hancockbank.com Nicole Palmer, CFP, CDFA Laura Poche’ Managing Director Attorney Palmer Wealth Management, LLC Poche’ Estate Planning Law Firm 39394 Bradbury Lane 4960 Bluebonnet Blvd, Suite C Prairieville, LA 70769-4972 Baton Rouge, LA 70809 W: (225) 304-0025 Fax 1-800-608-8560 W: (225) 224-8099 Fax: (225) 831-4431 Cell: (225) 252-6988 Cell: (225) 337-2193 [email protected] [email protected]
Mike Patton Elizabeth Querbes President Senior Vice President - Investments Integrity Wealth Management, Inc. Wealth Management Advisor P.O. Box 78408 Merrill Lynch – City Plaza Baton Rouge, LA 70837 445 North Blvd, 4th Floor, Suite 401 W: (225) 926-0202 Fax: (225)926-0203 Baton Rouge, LA 70802 Cell:(225) 937-0704 W: (225) 388-9260 Fax: (225) 341-7364 [email protected] [email protected] www.integritywealth.us www.ml.com
Dorsey Peek, GRI, CRS Daniel J. Robinson,CPA,PFS Associate Broker, Realtor Financial Advisor ReMax Professional RRDM Wealth Management Partners 4750 Sherwood Common Blvd. 6421 Perkins Road Baton Rouge, LA 70816 Building C, Suite B W: (225) 615-7755 Fax: (225) 295-1234 Baton Rouge, LA 70808 1-800-599-6769 W: (225) 456-5886 Fax: (225) 456-5889 Cell: (225) 773-0777 Cell: (225) 933-2588 [email protected] [email protected] www.dorseypeek.com
Collis Temple, III Rick Perry National Sales Director President & Chief Executive Officer Primerica Financial Services Tiger Athletic Foundation 3636 S. Sherwood Forest Blvd, Ste 500 P.O. Box 711 Baton Rouge, LA 70816 Baton Rouge, LA 70821 W: (225) 295-0380 Fax: (225) 215-1595 (W): (225) 578-0180 Fax: (225) 578-0184 Cell: (225) 939-1327 [email protected] [email protected] www.lsutaf.org www.primerica.com
Bill Peters, MBA, CFP Mr. Cliff Vannoy Managing Director President & CEO Peters Wealth Advisors LSU Alumni Association 5800 One Perkins Place Dr, Suite 8-A 3848 West Lakeshore Drive Baton Rouge, LA 70808 Baton Rouge, LA 70808 W: (225) 766-4885 Ext 103 W: (225) 578-3849 Fax: (225) 766-4908 1-866-610-2665 1-800-649-9715 [email protected] [email protected] www.lsualumni.org
Jacqueline A. Wilson, CTFA Vice President, Senior Trust Advisor Whitney Bank 445 North Boulevard, 1st Floor Baton Rouge, LA 70802 W: (225) 381-0422 EXT - 4200422 Fax: (225-381-0448 [email protected]
LSU’s Planned Giving Professional Advisory Council Members Texas Chapter
Dr. Ruth Cutting Two Galleria Tower, 18th Fl. Director of Data Management Dallas, TX 75240-6620 University of Houston W: (972) 450-6690 Fax: (972) 450-6699 Houston, TX 1-800-527-4175 [email protected] [email protected] www.fa.smithbarney.com/schwitzer
Patrick M. Evans Senior Vice President – Investments Ms. Suzanne M. Trevillion UBS Financial Services EP Energy 4400 Post Oak Pkwy, 16th & 17th Floors 11330 Old Mission Road Houston, TX 77027-3421 Houston, TX 77095 W: (713) 940-2984 Fax: (713) 940-2980 (318) 749-3703 (H) 1-800-538-6436 [email protected] [email protected] www.ubs.com/team/wtc Frank H. Simonton, III, CPA Tax Advisor – CPA Mr. William P. Herrington Frierson, Sola, Simonton & Kutac, PLLC [email protected] 1010 Lamar, Ste 850 Houston, TX 77002 W: (713) 658-9755 F. Allen Lyons [email protected] Vice President Houston Trust Company 1001 Fannin, Suite 700 Brent Thomas Houston, TX 77002 President Cell: (713) 252-6379 Prudentia Fiduciary Partners [email protected] 5503 Petty Street www.houstontrust.com Houston, TX 77007 W: (832) 529-3186 Cell: 504-722-3825 [email protected] Nolan A. Moulle’, III www.prudentiafp.com Sr. Vice President Northern Trust 600 Bering Drive Mr. David C. Walkup Houston, TX 77057 Investment Advisor Representative W: (713)-336-6108 Fax:(713) 336-6164 Harman Wealth Management [email protected] 24 Waterway Avenue, Ste 775 The Woodlands, Texas 77380 W: (281) 719-8601 Fax: (866) 380-7372 Mr. Myron H. Schwitzer Cell: (713) 927-9525 Senior Vice President- Financial Advisor [email protected] Morgan Stanley Smith Barney13455 Noel R
Jon L. Weinstein Financial Advisor Cetera Advisor Networks 5720 LBJ Freeway, Suite 490 Dallas, TX 75240 1-800-275 1-800-275-1184 W: (972) 385-1106 [email protected] www.cateraadvisornetwork.com
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 Latter & Blum Inc. Business Financial Advisor 200 Broadway, Suite 142 Ameriprise Financial, Inc. New Orleans, LA 70118 3351 Severn Ave., Suite 104 W: (504) 866-2785 EX 29142 Metairie, LA 70002 EFax: (504) 275-2405 W: (504) 831-0515 Ext:1 C: (504) 442-2131 Fax: (504) 301-4936 [email protected] [email protected] www.latter-blum.com www.ameripriseadvisors.com
Elizabeth M. Ary Vice President Benjamin C. Capshaw Trust Officer First Vice President J.P. Morgan Resident Director Mandeville, Louisiana 201 St. Charles Avenue, 28th Floor Wealth Management Advisor New Orleans, LA 70170 Merrill Lynch, Pierce, Fenner & Smith W: (504) 623-7996 Fax: (504) 623-1667 2681 North Causeway Blvd. [email protected] Mandeville, LA 70471 Jpmorgan.com W:(985) 898-3948 Efax (985) 746-4946 1-888-446-9934 [email protected] John Cannizaro www.wealthmanagement.ml.com Vice President Trust & Asset Management Group Real Estate & Oil & Gas Manager Benjamin D. Capshaw III, CFP, CIMA Hancock & Whitney Banks Senior Vice President-Investments 735 N. Causeway Blvd., 2nd Floor Wealth Management Advisor Mandeville, LA 70448 The Capshaw Group W: (985) 626-1530 Fax: (985) 626-7419 Pan American Life Center [email protected] 601 Poydras St., Floor 25, Suite 2500 [email protected] New Orleans, LA 70130 W: (504) 586-7683 [email protected] Carol O. Caplan www.wealthmanagement.ml.com Realtor
Annie P. Colvin, CFP Executive Director J.P. Morgan Private Bank 201 Saint Charles Avenue, 28th Floor New Orleans, LA 70170-1000 W: (504) 623-1604 Fax: (504) 558-9829 C: (225) 288-2185 [email protected] www.jpmorgan.com
Terry A. Dufrene, CFA Managing Director J.P. Morgan Chase Bank Private Wealth Management 201 St. Charles Avenue, 28th Floor New Orleans, LA 70170 W: (504) 623-7125 Fax: (504) 623-9830 1-877-378-8933 [email protected] www.jpmorgan.com Jules D. Ellender, CFP Carole Cukell Neff Trust Officer, Trust Advisor Sessions, Fishman, Nathan & Israel Whitney Bank 201 St. Charles Ave., Suite 3815 228 St. Charles Avenue New Orleans, LA 70170 New Orleans, LA 70130 W: (504) 582-1519 Fax: (504) 582-1555 W: (504) 586-7120 [email protected] Cell:(225) 938-4283 www.sessions-law.com [email protected] Steve M. Rapier,CTCP Vice President, Specialty Asset Mgmt. Christian Fatzer, Jr. HancockWhitney Bank Assistant Vice President HW2-Trust Trust & Asset Management Group 2285 Lakeshore Drive, Bldg. #4 Real Estate & Oil & Gas Asset Manager P.O. Box 61964 - 70161 Hancock & Whitney Banks New Orleans, LA 70122 735 N. Causeway Blvd., 2nd Floor W: (504) 354-5357 Ext: 2011731 Mandeville, LA 70448 Cell: (504) 722-1566 W: (985) 624-7455 Fax: (985) 626-7419 [email protected] Cell: (504) 812-0347 [email protected] [email protected] Mariska Roney www.whitneybank.com CPA KPMG 909 Poydras Street, Suite 2900 Miriam W. Henry New Orleans, LA 70112 Partner - Attorney at Law W: (504) 584-1026 Jones Walker, LLP [email protected] 201 St. Charles Avenue, Ste 5100 www.kpmg.com New Orleans, LA 70170-5100 W: (504) 582-8436 Fax: (504) 589-8436 Cell: (504) 338-5370 Carl J. Servat, III [email protected] Counselor at Law www.joneswalker.com Lukinovich Law Firm 4415 Shores Drive, Suite 200 Metairie, LA 70006 Chad C. Leingang, CPA W: (504) 818-0401 Fax: (504) 818-0408 Chief Administrative Officer [email protected] Ericksen Krentel www.lukinovichlaw.com 4227 Canal Street New Orleans, LA 70119 W:(504)484-5534 Main: (504) 486-7257 Mrs. Susan G. Talley [email protected] Member ericksenkrentel.com Stone Pigman Walther Wittmann 909 Poydras Street, Suite 3150 New Orleans, LA 70112-4042 Whitney L. McGinnis, CPM® W: (504) 593-0828 Fax: (504) 596-0828 Assistant Vice President [email protected] Specialty Asset management www.stonepigman.com Hancock & Whitney Banks 735 N. Causeway Blvd, 2nd Floor Mandeville, LA 70448 W:(985) 624-4701 Fax: (985) 626-7419 [email protected] Val Vogel, Jr., CLU, ChFC Christian N. Weiler Investment Advisor Representative Attorney Burns Vogel & Associates, Inc. Weiler & Rees Attorneys at Law 1800 Williams Blvd., Ste. B 909 Poydras St., Suite 1250 Kenner, LA 70062 New Orleans, LA 70112-4018 W: (504) 465-8556 Fax: (504) 465-8559 W: (504) 524-2944 Fax: (504) 524-2969 [email protected] [email protected] www.burnsvogel.com www.taxplan.com
Michelle P. Vogel Secretary-Treasurer Burns Vogel & Associates, Inc. 1800 Williams Blvd., Ste. B Kenner, LA 70062 W: (504) 465-8556 Fax: (504) 465-8559 [email protected] www.burnsvogel.com
LSU’s Planned Giving Professional Advisory Council Members Shreveport
David Alexander J. Edgerton Pierson, Jr. Partner Of Counsel Vintage Realty Company Blanchard, Walker, O’Quin & Roberts 330 Marshall St.,Suite 200 333 Texas Street, Suite 700 Shreveport, LA 71101 Shreveport, LA 71101 W: (318) 222-2244 Fax: (318)222-0880 W: (318) 221-8858 Fax: (318) 227-2967 [email protected] [email protected] www.vintagerealty.com www.bwor.com
M. Thomas Arceneaux Jack A. “Bo” Smithwick, Jr. Director Senior Vice President Blanchard, Walker, O’Quin & Roberts Financial Advisor - Wealth Management P.O. Drawer 1126 Merrill Lynch Shreveport, LA 71163 410 Edwards St., Suite 600 W: (318) 221-6858 Fax: (318) 227-2967 Shreveport, LA 71164 [email protected] W: (318) 674-9496 Fax: (318) 402-0487 www.bwor.com [email protected] [email protected] www.wealthmanagement.ml.com Allen P. Jones Shareholder Wiener, Weiss & Madison Mr. Stephen R. Yancey, II P.O. Box 21990 Special Counsel Shreveport, LA 71120-1990 Cook, Yancey, King & Galloway W: (318) 213-9264 Fax: (318) 424-5128 P.O. Box 22260 [email protected] Shreveport, LA 71120 www.wwmlaw.com W: (318) 221-6277 Fax: (318) 227-7850 [email protected] www.cookyancey.com
LSU’s Planned Giving Professional Advisory Council Members Oklahoma & Florida Chapters
Joseph H. Combs Cell: (405) 990-2407 [email protected]
Mr. Tracy Mandart, AWMA Mandart & Grard Financial Group Financial Advisor Managing Partner 401 E. Las Olas Blvd, Ste 1400 Fort Lauderdale, FL 33301-2210 W: (954) 332-2411 F: (954) 332-2301 Cell: (954) 288-7677 [email protected] www.ameriprise.com
Michael Weitman First Vice President Morgan Stanley/Smith Barney 4458 Legendary Drive, Suite 300 Destin, FL 32541 W: (850) 650-7325 1-800-626-9811 Fax: (850) 650-7338 [email protected] www.morganstanley.com
LSU’s Planned Giving Professional Advisory Council Members Mississippi Chapter
T. Scott Robertson Managing Director, Investments Financial Advisor Wells Fargo Advisors 1020 Highland Colony Parkway, Ste. 100 Ridgeland, MS 39157 W: (601) 898-8787 Dir: (601) 853-6276 TF: (800) 441-5711 [email protected]