Lsu’s Planned Giving Professional Advisory Council Members Baton Rouge Chapter
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Professional Advisory Council Members Baton Rouge Chapter John C. Blackman Attorney at Law Jones Walker 8555 United Plaza Blvd., Suite 500 Baton Rouge, LA 70809 W: (225) 248-2070 Fax: (225) 248-3070 jblackman@joneswalker.com www.joneswalker.com Robert T. Bowsher Attorney - Partner Breazeale, Sachse, & Wilson 23rd Floor One American Place 301 Main Street Baton Rouge, LA 70821 W: (225) 381-8028 Fax: (225) 387-5397 robert.bowsher@bswllp.com www.bswllp.com Mr. Ben Broussard Vice President of Development Tiger Athletic Foundation North Stadium Drive P.O. Box 711 Baton Rouge, LA 70821 W: (225) 578-0162 Fax: (225) 578-0184 1-800-644-4823 benb@lsu.edu www.lsutaf.org Bunnie R. Cannon, CFRE Director, Planned Giving Tiger Athletic Foundation P.O. Box 711 Baton Rouge, LA 70821 W: (225) 578-0302 tafplannedgiving@lsu.edu Dustin Dowling Chief Executive Officer Peters Wealth Advisors 5800 One Perkins Place Dr, Suite 8-A Baton Rouge, LA 70808 W: (225) 766-4885 Fax: (225) 766-490 1-800-649-9715 dusti@peterswealth.com www.peterswealth.com Mr. Daryl R. Ellis Certified Financial Planner Ellis Insurance & Financial Group 8280 YMCA Plaza Drive, Bldg 1 Baton Rouge, LA 70810 W: (225) 925-8312 (877) 544-2213 F: (225) 928-7180 drellis@ft.newyorklife.com Nicole S. Fawley Senior Financial Advisor Merrill Lynch – City Plaza 445 North Blvd., 4th Floor, Suite 401 Baton Rouge, LA 70802 W: 225-388-9278 1-800-937-0318 nicole_fawley@ml.com
Mr. Jason W. Graham Graham Enterprises 11925 Mollylea Drive Baton Rouge, LA 70815 W: (225)715-0657 www.lsucanvas.com www.lsumusic.com heyfightingtigers@yahoo.com Joseph Darrell Green, LUTCF Financial Representative Northwestern Mutual 2008 S. College Road Lafayette, LA 70508 W: (337) 233-3663 x1749 Fax: (337) 232-4118 Cell: (337) 962-6355 Joseph.green@nmfn.com www.nmfn.com/josephgreen Mary Hester Partner Taylor, Porter, Brooks & Phillips, LLP P O Box 2471 Baton Rouge, LA 70821 W: (225) 381-0268 Fax: (225) 346-8049 mhester@taylorporter.com www.taylorporter.com
Managing Director-Investments Wells Fargo Advisors 7031 Commerce Circle, Ste 200 Baton Rouge, LA 70809 W: (225) 929-8422 Fax: (225) 924-4547 1-800-284-6412 Kevin.knobloch@wfadvisors.com www.wellsfargoadvisors.com Don “Skipper” McAdams, Jr. Vice President Cassidy Turley 1111 South Foster Dr., Suite F Baton Rouge, LA 70806 W: (225) 341-7117 Fax: (225) 341-3320 don.mcadams@cassidyturley.com www.cassidyturley.com Mr. Michael J. McCoy Vice President LA Trust Manager Hancock Bank 2600 CitiPlace Drive, Suite 200 Baton Rouge, LA 70808 W: (225) 248-7457 Fax: (225) 248-7469 mike.mccoy@whitneybank.com www.Hancockbank.com Mr. John F. McDermott Partner Taylor, Porter, Brooks & Phillips, LLP 8th Floor Chase Tower South 451 Florida Street (70810) Post Office Box 2471 Baton Rouge, LA 70821 W: (225) 387-3221 Fax: (225) 215-8743 john.mcdermott@taylorporter.com www.taylorporter.com
Mr. Carey Messina Partner Kean Miller LLP Estancia Office Park 5035 Bluebonnet Blvd., Suite B (70809) P O Box 3513 Baton Rouge, LA 70821 W: (225) 382-3408 Fax: (225) 388-9133 carey.messina@keanmiller.com www.keanmiller.com/carey-j-messina
Steven E. Morgan Market Manager J.P. Morgan Private Bank 451 Florida Street, Floor 6 Baton Rouge, LA 70801 W: (225) 332-4332 Fax: (225) 332-7517 1-800-637-6459 Service Team : (225) 332-4252 steven.e.morgan@jpmorgan.com www.jpmorgan.com Fred A. Palmer Managing Director Strategic Financial Partners, LLC 39394 Bradbury Lane Prairieville, LA 70769 W: (225) 622-6942 Fax: 1-800-608-8560 1-866-944-6942 fredpalmer@palmerfinancialstrategies.com www.sft-llc.com Nicole Palmer Managing Director Strategic Financial Partners, LLC 39394 Bradbury Lane Prairieville, LA 70769 W: (225) 622-6942 Fax 1-800-608-8560 1-866-944-6942 fredpalmer@palmerfinancialstrategies.com www.sft-llc.com Mike Patton President Integrity Wealth Management, Inc. P.O. Box 78408 Baton Rouge, LA 70837 W: (225) 926-0202 Fax: (225)926-0203 C:(225) 937-0704 Mike.patton@integritywealth.us www.integritywealth.us Dorsey Peek Realtor
ReMax First 4750 Sherwood Common Blvd. Baton Rouge, LA 70816 W: (225) 298-6888 Fax: (225) 295-1234 1-800-599-6769 C: (225) 773-0777 sold@dorseypeek.com www.dorseypeek.com Rick Perry President & Chief Executive Officer Tiger Athletic Foundation P.O. Box 711 Baton Rouge, LA 70821 (W): (225) 578-0180 Fax: (225) 578-0184 rickp@lsu.edu www.lsutaf.org Bill Peters, MBA, CFP Managing Director Peters Wealth Advisors 5800 One Perkins Place Dr, Suite 8-A Baton Rouge, LA 70808 W: (225) 766-4885 Ext 19 Fax: (225) 766-4908 1-800-649-9715 bill@peterswealth.com www.peterswealth.com Laura Poche’ Attorney
Rabalais Law Firm 9191 Siegen Lane, Unit 5B Baton Rouge, LA 70810 W: (225) 329-2450 C: (225) 337-2193 Fax: (225) 329-2459 1-866-491-3884 LPoche@RabalaisLaw.com wwwRL-LauraPoche.com Elizabeth Querbes Senior Vice President - Investments Wealth Management Advisor Merrill Lynch – City Plaza 445 North Blvd, 4th Floor, Suite 401 Baton Rouge, LA 70802 W: (225) 388-9260 Fax: (225) 341-7364 elizabeth.querbes@ml.com www.ml.com
Collis Temple, III National Sales Director Primerica Financial Services 3636 S. Sherwood Forest Blvd, Ste 500 Baton Rouge, LA 70816 W: (225) 295-0380 Fax: (225) 215-1595 C: (225) 939-1327 Ct3pfssnsd@gmail.com www.primerica.com Mr. Cliff Vannoy President & CEO LSU Alumni Association 3848 West Lakeshore Drive Baton Rouge, LA 70808 W: (225) 578-3849 1-866-610-2665 cliff@lsualumni.org www.lsualumni.org LSU’s Planned Giving Professional Advisory Council Members Texas Chapter Patrick M. Evans Senior Vice President – Investments UBS Financial Services 4400 Post Oak Pkwy, 16th & 17th Floors Houston, TX 77027-3421 W: (713) 940-2984 Fax: (713) 940-2980 1-800-538-6436 Patrick.evans@ubs.com www.ubs.com/team/wtc Mr. William P. Herrington Executive Vice President Capital One Services, Inc. 5718 Westheimer, Suite 600 Houston, TX 77057 W: (713) 435-5017 bill.herrington@capitalone.com F. Allen Lyons Vice President Atlantic Trust Private Wealth Mgmt. 11 Greenway Plaza, Suite 2625 Houston, TX 77046 W: (832) 941-5767 Fax: (832) 308-3128 Cell: (713) 252-6379 alyons@atlantictrust.com www.atlantictrust.com Nolan A. Moulle’, III Sr. Associate Norton Rose Fulbright US LLP 1301 McKinney, Suite 5100 Houston, TX 77010-3095 W: (713)-651-5488 Fax:(713) 651-5246 Nolan.moulle@nortonrosefulbright.com www.nortonrosefulbright.com Mr. Myron H. Schwitzer Senior Vice President Financial Advisor Morgan Stanley Smith Barney 13455 Noel Road Two Galleria Tower, 18th Fl. Dallas, TX 75240-6620 W: (972) 450-6690 Fax: (972) 450-6699 1-800-527-4175 myron.h.schwitzer@morganstanley.com www.fa.smithbarney.com/schwitzer Frank H. Simonton, III, CPA Tax Advisor – CPA Simonton & Kutac, L.L.P. 1010 Lamar, Ste 850 Houston, TX 77002 W: (713) 658-9755 frank_simontonIII@alumni.lsu.edu Brent Thomas President Prudentia Fiduciary Partners 5503 Petty Street Houston, TX 77007 W: (832) 529-3186 C: 504-722-3825 brent@prudentiafp.com www.prudentiafp.com Jon L. Weinstein Financial Advisor Cetera Advisor Networks 5720 LBJ Freeway, Suite 490 Dallas, TX 75240 1-800-275-1184 W: ( 972) 385-1106 weinsteinj@cateranetworks.com www.cateraadvisornetwork.com Dr. Catherine S. Woodruff 1206 Archley Drive, Apt 509 Houston, TX 77055-6707 H: (713) 722-9438 cwoodruff026@gmail.com
LSU’s Planned Giving Professional Advisory Council Members New Orleans Chapter Gary Alfonso, CFP Business Financial Advisor Ameriprise Financial, Inc. 3351 Severn Ave., Suite 104 Metairie, LA 70002 W: (504) 831-0515 Ext:1 Fax: (504) 301-4936 gary.m.alfonso@ampf.com www.ameripriseadvisors.com
Elizabeth M. Ary Vice President Trust Officer J.P. Morgan 201 St. Charles Avenue, 28th Floor New Orleans, LA 70170 W: (504) 623-7996 Fax: (504) 623-1667 Elizabeth.m.ary@jpmorgan.com Jpmorgan.com John Cannizaro Vice President Trust & Asset Management Group Real Estate & Oil & Gas Manager Hancock & Whitney Banks 735 N. Causeway Blvd., 2nd Floor Mandeville, LA 70448 W: (985) 626-1530 Fax: (985) 626-7419 John.cannizaro@whitneybank.com John.cannizaro@hancockbank.com Carol O. Caplan Realtor Latter & Blum Inc. 200 Broadway, Suite 142 New Orleans, LA 70118 W: (504) 866-2785 EX 29142 EFax: (504) 275-2405 C: (504) 442-2131 ccaplan@aol.com www.latter-blum.com Benjamin C. Capshaw First Vice President Resident Director Mandeville, Louisiana Wealth Management Advisor Merrill Lynch, Pierce, Fenner & Smith Inc. 2681 North Causeway Blvd. Mandeville, LA 70471 W: (985) 898-3948 Efax (985) 746-4946 1-888-446-9934 benjamin_capshaw1@ml.com www.wealthmanagement.ml.com Benjamin D. Capshaw III, CFP, CIMA Senior Vice President-Investments Wealth Management Advisor The Capshaw Group Pan American Life Center 601 Poydras Street, Floor 25, Suite 2500 New Orleans, LA 70130 W: (504) 586-7683 benjamin_capshaw@ml.com www.wealthmanagement.ml.com
Annie P. Colvin, CFP Vice President 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 ann.p.colvin@jpmorgan.com 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 terry.dufrene@jpmorgan.com www.jpmorgan.com Christian Fatzer, Jr. Assistant Vice President Trust & Asset Management Group Real Estate & Oil & Gas Asset Manager Hancock & Whitney Banks 735 N. Causeway Blvd., 2nd Floor Mandeville, LA 70448 W: (985) 624-7455 Fax: (985) 626-7419 C: (504) 812-0347 chris.fatzer@whitneybank.com chris.fatzer@hancockbank.com www.whitneybank.com Miriam W. Henry Partner - Attorney at Law Jones Walker, LLP 201 St. Charles Avenue, Ste 5100 New Orleans, LA 70170-5100 W: (504) 582-8436 Fax: (504) 589-8436 Cell: (504) 338-5370 mhenry@joneswalker.com www.joneswalker.com Carole Cukell Neff Sessions, Fishman, Nathan & Israel 201 St. Charles Ave., Suite 3815 New Orleans, LA 70170 W: (504) 582-1519 Fax: (504) 582-1555 cneff@sessions-law.com www.sessions-law.com Mariska Roney CPA KPMG
909 Poydras Street, Suite 2900 New Orleans, LA 70112 W: (504) 584-1026 mrwitt@kpmg.com www.kpmg.com Carl J. Servat, III Counselor at Law Lukinovich Law Firm 4415 Shores Drive, Suite 200 Metairie, LA 70006 W: (504) 818-0401 Fax: (504) 818-0408 carl@lukinovichlaw.com www.lukinovichlaw.com
Mrs. Susan G. Talley Member Stone Pigman Walther Wittmann 546 Carondelet St New Orleans, LA 70130 W: (504) 593-0828 Fax: (504) 596-0828 stalley@stonepigman.com www.stonepigman.com Val Vogel, Jr., CLU, ChFC Investment Advisor Representative Burns Vogel & Associates, Inc. 1800 Williams Blvd., Ste. B Kenner, LA 70062 W: (504) 465-8556 Fax: (504) 465-8559 val.vogel@burnsvogel.com www.burnsvogel.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 financialfitness@burnsvogel.com www.burnsvogel.com Christian N. Weiler Attorney Weiler & Rees Attorneys at Law 909 Poydras St., Suite 1250 New Orleans, LA 70112-4018 W: (504) 524-2944 Fax: (504) 524-2969 cweiler@wrtaxlaw.com www.taxplan.com
LSU’s Planned Giving Professional Advisory Council Members Shreveport Chapter David Alexander Partner Vintage Realty Company 330 Marshall St.,Suite 200 Shreveport, LA 71101 W: (318) 222-2244 Fax: (318)222-0880 dalex@vintagerealty.com www.vintagerealty.com M. Thomas Arceneaux Director Blanchard, Walker, O’Quin & Roberts P.O. Drawer 1126 Shreveport, LA 71163 W: (318) 221-6858 Fax: (318) 227-2967 tarceneaux@bwor.com www.bwor.com
Allen P. Jones Shareholder Wiener, Weiss & Madison P.O. Box 21990 Shreveport, LA 71120-1990 W: (318) 213-9264 Fax: (318) 424-5128 ajones@wwmlaw.com www.wwmlaw.com
J. Edgerton Pierson, Jr. Of Counsel Blanchard, Walker, O’Quin & Roberts 333 Texas Street Shreveport, LA 71101 W: (318) 221-8858 Fax: (318) 227-2967 jpierson@bwor.com www.bwor.com Armand L. Roos Of Counsel Wiener, Weiss & Madison, APC P.O. Box 21990 Shreveport, LA 71120-1990 W: (318) 213-9256 Fax: (318) 424-5128 aroos@wwmlaw.com www.wwmlaw.com Jack A. “Bo” Smithwick, Jr. Senior Vice President Financial Advisor - Wealth Management Merrill Lynch 410 Edwards St., Suite 600 Shreveport, LA 71164 W: (318) 674-9496 Fax: (318) 402-0487 bosmithwick@gmail.com bo_smithwickjr@ml.com www.wealthmanagement.ml.com
Mr. Stephen R. Yancey, II Special Counsel Cook, Yancey, King & Galloway P.O. Box 22260 Shreveport, LA 71120 W: (318) 221-6277 Fax: (318) 227-7850 stephen.yancey@cookyancey.com www.cookyancey.com
LSU’s Planned Giving Professional Advisory Council Members Oklahoma & Florida Chapters Joseph H. Combs Estate & Retirement Consulting Freedom Financial 4901 NW Expressway P.O. Box 22238 Oklahoma City, OK 73132 W: (405) 603-2193 C: (405) 990-2407 Jcombs26@cox.net 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 tmandart@infinexgroup.com www.regentbank.com Michael Weitman First Vice President Morgan Stanley/Smith Barney 4458 Legendary Drive, Suite 300 Destin, FL 32541 W: (850) 650-7325 W: 1-800-626-9811 Fax: (850) 650-7338 michael.weitman@mssb.com www.morganstanley.com Directory: 1585 1585 -> Sierra pc game List 1585 -> 580. What countries were allies in World War I? 1585 -> 482. After the Civil War, the only railroad operating in Georgia was the Download 86.69 Kb. Share with your friends:
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