Partnering to empower clients’ charitable giving
Our Professional Advisors Council is comprised of a network of respected estate planning experts—financial advisors, attorneys, CPAs and more—who partner with us to better guide clients in philanthropic giving. Drawing on deep knowledge of charitable vehicles and local needs, we work with our advisors to explore donors’ passions and develop solutions that maximize both tax benefits and community impact.
We support advisors with networking and education on charitable giving strategies to meet clients’ needs. And as ambassadors for our work in the community, Council members help our region thrive by connecting donors who care deeply about Fairfield County to trusted resources, innovative solutions and collaborative partnerships to create lasting change.
We also work with our Rising Professional Advisors Council, a network of emerging leaders who are passionate about helping clients make a greater impact and serve as a partner in philanthropic planning. Learn more.
Membership is by invitation only. To learn more about our Professional Advisors Council, please contact Joseph Collin, Vice President, Philanthropy, at 203.750.3211 or JCollin@FCCFoundation.org.
How professional advisors amplify impact
By connecting philanthropists with the Community Foundation, professional advisors are building a stronger Fairfield County.
Resources
Why Choose Fairfield County’s Community Foundation
Which is the best choice for you? Compare the tax benefits and administration of each type of giving.
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The Future Society
Join a visionary group that supports our community in perpetuity while meeting personal, financial and philanthropic goals.
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Charitable Funds Investment Options
Learn about your investment options, each one carefully constructed to maximize return and minimize volatility.
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Seven Benefits of Donor Advised Funds
Learn how a donor advised fund can free you from paperwork, so you can focus on making a difference.
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Donor Advised Fund vs. Private Foundation
Compare your options side-by-side.
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The Investment Advisor Program
Reach your philanthropic goals with an advisor representing and managing your charitable assets.
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Rich’s Story
A strategic partnership bringing a passion for music education to the children of our community
We gratefully acknowledge our Professional Advisor Council members:
Lois B. Anderson
Lois B. Anderson Attorney at Law
Eliot M. Bassin, CPA
Bregman & Company P.C.
Rob Roy Buckingham, Jr., Esq.
Blair & Potts
Caroline M. Calder
Morgan Stanley
Michael T. Clear, Esq.
Wiggin and Dana LLP
Jeffrey J. Danile, Esq.
U.S. Trust
B. Cort Delany, Esq.
Cummings & Lockwood LLC
William T. Donahue
Wells Fargo Wealth Management
Laura Drynan, CFA, CFP®, CIC
Bourgeon Capital Management
Marissa Dungey, Esq.
Withers Bergman LLP
Daniel P. Fitzgerald, Esq.
Cummings & Lockwood LLC
Thomas Garvey
United Capital
Carolann Grieve, CTFA
GenSpring Family Office Services
Alison Hamilton
Eagle Ridge Investment Management
Phil Glennon, Esq.
Wealth Enhancement Group
Sandra Greer
First County Bank
Steven Lerangis
Morgan Stanley Private Bank
Ari Maunula, CPA
Marcum LLP
Greg Murphy
US Bank
D. Robert Morris, Esq.
Pullman & Comley LLC
Scott Nevins
Bernstein Global Wealth Management
Jennifer M. Pagnillo, Esq.
Day Pitney LLP
Joseph A. Pucci, Jr
William Blair
Ellen T. Reid, CDFA
Northern Trust
Larry Rollins, CFP
Twenty Four Wealth
Laurie Giles Shipp, Esq.
Giles Shipp, LLC
Greta E. Solomon, Esq.
Cohen and Wolf P.C.
Timothy H. Throckmorton
Webster Private Bank
Katy M. Tucci, CTFA
BNY Mellon Wealth Management
Mary Wall, CFP®, CTFA
U.S. Trust, Bank of America Private Wealth Management
And we honor our Emeritus Professional Advisors:
David F. Ball
UBS Financial Services Inc
Laura Weintraub Beck, Esq.
Cummings & Lockwood LLC
Catherine M. Brennan Esq.
Catherine M. Brennan Attorney at Law LLC
Paul H. Burnham, Esq.
Gregory and Adams PC
Edward J. Capasse, Esq.
Nevas, Capasse & Gerard LLC
Daniel L. Daniels, Esq.
Wiggin and Dana LLP
Amy L. Y. Day, Esq.
McLaughlin & Stern LLP
B. Cort Delany, Esq.
Cummings & Lockwood LLC
Richard B. Freeman, CFP®
Round Table Wealth Management
W. Michael Funck
Emeritus Director, Fairfield County’s Community Foundation
Leslie E. Grodd, Esq.
Halloran & Sage LLP
Wilmot L. Harris, Jr., Esq.
Ivey, Barnum & O’Mara LLC
Jevera Kaye Hennessey, Esq.
Kaye and Hennessey LLC
David R. Hermenze, Esq.
Hermenze & Marcantonio LLC
Mary E. Hoyt, CPA
BlumShapiro
Frank Moore
UBS Financial Services Inc.
Peter T. Mott, Esq.
Brody Wilkinson PC
Loretta Nolan, CFP®, AEP
Loretta Nolan Associates LLC
Ronald B. Noren, Esq.
Brody Wilkinson PC
William J. Peterson
Neuberger Berman
Gregory A. Saum, Esq.
The Law Office of Gregory A. Saum LLC
George L. Smith, Esq.
Smith & Grant LLP
Kevin A. Walsh, Esq.
Whitman, Breed, Abbott & Morgan LLC
Carl Zuckerberg, CFP®, AIF
RZH Advisors LLC
Contact us for more information:
Joseph Collin
Vice President, Philanthropy
(203) 750-3200
Jcollin@fccfoundation.org
