The Rising Professional Advisors Council is comprised of respected estate planning experts—financial advisors, attorneys, CPAs, and more—who have at least four years of experience in a discipline which provides opportunities to participate in philanthropic planning. Partnering with Fairfield County’s Community Foundation, they learn about our community impact work and the ways their clients can support these initiatives through planned gifts and other charitable vehicles.
Members benefit from our targeted programming and informational sessions on topics addressing current trends and best practices in the nonprofit world, in particular, Fairfield County. We offer networking opportunities with peers and other local professional advisors, as well as philanthropic experts. And we keep our Advisors informed through newsletters and featured publications.
Membership is by invitation only. To learn more about our Rising Professional Advisors Council, please contact Joseph Collin, Vice President, Philanthropy, at 203.750.3211 or JCollin@FCCFoundation.org.
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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Lizanne’s Story
Making a difference right here, where we live.
We gratefully acknowledge our Rising Professional Advisor Council members:
Travis L. Hood, CPA
Chair
Kahan, Steiger & Company P.C.
Amar Bellara, CFP® ChFC® CLTC® LUTCF®
Bellara & Associates LLC
Kerry Connell, CFP®
HTG Investment Advisors Inc.
Spencer M. Cooper, CPA, CFP®
RZH Advisors LLC
Tatiana F. DaSilva, Esq.
Cohen and Wolf P.C.
Jennifer A. DeAlmeida, CTFA
Wells Fargo Wealth Management
Vincent DiLullo
U.S. Trust, Bank of America Private Wealth Management
Gray Huffard
Bessemer Trust
Sylvia M. Kapica, Esq.
PKF O’Connor Davies, LLP
Lane L. Marmon, Esq.
Wealth Enhancement Group
Alexandra L. Mililli, AWMA
UBS Financial Services Inc
Stephen M. Napier, Esq.
Ivey, Barnum & O’Mara LLC
Kaitlyn Pacelli, Esq.
Wiggin & Dana LLP
Gregory J. Pepin, CPA
Reynolds & Rowella LLP
Zachary M. Rawlings
Lenox Advisors, Inc.
Cara Santoro, Esq.
Cummings & Lockwood LLC
Andrew B. Seiken, Esq.
BNY Mellon Wealth Management
Alyssa V. Sherriff, Esq.
Brody Wilkinson PC
Matthew E. Smith, Esq.
Wiggin & Dana LLP
Margaret St. John Meehan, Esq.
Day Pitney LLP
Luke T. Tashjian, Esq.
Whitman Breed Abbott & Morgan LLC
Charles W. Tricomi, Jr., CFA, CFP(r)
Crestwood Advisors
Contact us for more information:
Joseph Collin
Vice President, Philanthropy
(203) 750-3200
Jcollin@fccfoundation.org
