2023 Charitable Champion
Location: Collierville, Tennessee
Primary Broker/Dealer: Commonwealth Financial Network
Primary Custodian and/or Clearing Firm: National Financial Services
Top Executive: David Pickler, President and CEO
- 100% of employees utilize VTO
- Unlimited VTO offered each year
- 3,060 total employee volunteer hours
Pickler Wealth Advisors’ philanthropic program in 2022 consisted of enhancing and growing regional arts and educational programs. In 2022, Pickler Wealth Advisors focused on partnering with schools, theatres, non-profits, and leadership programs. For example, Pickler Wealth Advisors have donated time, talents, and treasures to Memphis Oral School for the Deaf (MOSD). Pickler Wealth Advisors is the title sponsor of MOSD’s annual fundraiser, and its employees volunteer for the charity’s Halloween Carnival, Christmas Party, and Letters for Santa initiative, among others.
To Picker Wealth Advisors, Engaged Philanthropy is more than writing checks – it’s about community engagement and presence. The firm’s mission is “giving back and paying it forward with passion and purpose,” and its team not only understands this, but also lives it out, walking the walk.