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Employees: 12 Location: Collierville, TN Primary Broker-Dealer: Commonwealth Financial Network Custodian: National Financial Services Top Executive: David Pickler, President &
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Employees: 62 Location: Bedford, NH Primary Broker-Dealer: Ameriprise Financial Services Custodian: Self-ClearingPhilanthropic Stats: • $6,400 amount matched/employee/year • $154,311 total
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Employees: 145 Location: Maumee, OH Primary Broker-Dealer: Advisor Group Royal Alliance Custodian: Pershing Top Executive: J.R. Toland, President & CEOPhilanthropic
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Employees: 215 Location: Dallas, TX Custodian: Pershing Top Executive: Carter Tolleson, CEOHow does your firm make decisions about what philanthropic
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Congratulations to the 10 financial advisory firms for being named Charitable Champions! This annual list recognizes companies that give back
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The latest Invest in Others partnered podcast on Advisorpedia "Transforming Loss Into Support & Recovery with Linda A. Ventura" of
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Savvy Ladies | Recognition, Rebuilding, Prevention: Financial Education for Women Experiencing Financial Abuse $20,000 toward free financial mentoring for women
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New Jersey Community Development Corporation (NJCDC) | Great Falls Peer Financial Literacy Workshops $20,000 towards youth financial literacy Grant Secured
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Magnet Educational Choice Association Inc. | Student Activity Trips $20,000 towards student financial industry field trips Grant Secured by John
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Humble Design | Serving Veterans Leaving Homelessness $20,000 towards furnishing homes for veterans Grant Secured by Courtney Liddy | UBS
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Family Movement | Homelessness to Homeownership (H2H) $20,000 towards homeownership programs Grant Secured by Robert Basiri | Advisor Group -
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For the City | Building Beds $20,000 towards new beds for children Grant Secured by Chuck Damico | MassMutual What
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David Fisher, Mary Pat Roenbeck, Abby Salameh and Craig Young join the IiO Board Invest in Others Charitable Foundation Elects
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Invest in Others Board Member Joined March 2022 Managing Director BlackRock Mary Pat Roenbeck, CIMA, Managing Director, is Co-Head of
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Invest in Others Board Member Joined March 2022 Chief Marketing Officer and Head of CAIS IQ CAIS Abby Salameh serves
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Invest in Others Board Member Joined March 2022 Managing Director, Co-head of Strategic Accounts PIMCO Mr. Fisher is a managing
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Wings for Widows $20,000 towards Pro-Bono Video Courses Grant Secured by Christopher Bentley | Ameriprise Financial Services, Inc. In what
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Partnership to End Human Trafficking (PEHT) $20,000 towards its PEHT Empower Her Program Grant Secured by Cliff Faircloth | Bluerock
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NAMI Metropolitan Baltimore $20,000 towards its Ending the Silence Program Grant Secured by Stephen Spurrier | Old Orchard Wealth Solutions,
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Helping Oppressed Mothers Endure, Inc. $20,000 towards its Beds-for-Babes Program Grant Secured by Carlos Forde | MassMutual - Perimeter, MML
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Fuquay Varina Junior Woman's Club $7,500 for Food Insecurity Bins Grant Secured by Valerie Seymour | Complete Financial Solutions, Inc.,
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Abington Health Foundation $20,000 towards its Safe Harbor Program Grant Secured by Donna Kendrick | Sephton Financial, LLC, Cambridge Investment
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Invest in Others Board Member Joined November 2021 Mid-Atlantic Division Executive Merrill Craig Young is the Mid-Atlantic Division Executive for
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2021 Lifetime Achievement Award Finalist Big Brother Big Sisters of Greater Pittsburgh JKS Financial Northwestern Mutual Established in 1965, Big
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