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Community Involvement

Earning and keeping the trust of clients compels us to remain actively involved in our community. Serving the wealth and financial legacy needs of a community’s citizens is critical to the well-being and future of a community. And we’re happy to provide our intellectual and monetary support to many worthwhile organizations.

See the causes we support

  • Cheekwood’s Swan Ball
  • Nashville Humane Association’s Cause for Paws
  • Franklin Tomorrow
  • Heritage Foundation of Franklin and Williamson County’s Heritage Ball
  • Saint Thomas Hospital Seton Celebration
  • Vanderbilt’s Monroe Carrel Jr. Children’s Hospital
  • The Nashville Symphony
  • United Way of Williamson County Patricia Hart Society
  • Tennessee Baptist Children’s Homes
  • JDRF Middle Tennessee
  • Tennessee PKU Foundation
  • CFA Society of Nashville
  • Facial Pain Research Foundation
  • MusiCares
  • American Cancer Society’s Relay for Life
  • Women’s Fund of the Community Foundation of Middle Tennessee
  • Harpeth River Watershed Association
  • The Shalom Foundation
  • Franklin Rotary Club
  • Harding Academy
  • The Refuge Center for Counseling
  • Show Hope
  • My Friend’s House
  • Waltrip Brothers’ Charity Championship
  • Historic Carnton Plantation
  • Battle Ground Academy
  • Boy Scouts of America
  • Chaminade College Preparatory School
  • Franklin Lions Club
  • YMCA Financial Fitness for Women Seminar
  • Preservation Action

Personal Foundation:

  • Founded the St. Joseph’s Teachers College Foundation, Moshi, Tanzania (2002-present)
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Holiday Calendar

NYSE, NYSE MKT, NYSE Amex Options, NYSE Arca, NYSE Arca Options, and NYSE Bonds will observe U.S. holidays as listed below. Although NYSE Arca follows the same holiday schedule as the NYSE, on days when the NYSE closes early, NYSE Arca hours may vary due to its extended trading day.

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