The Advisory Group (TAG) is comprised of local tax, legal and financial professionals who have extensive experience and expertise in planned giving and deferred gifts.
Each of these individuals can assist you in helping you achieving your philanthropic goals. These volunteers meet with Baptist Health leadership periodically to learn about the latest in health care.
Dennis “Denny” M. Axman, CLU, ChFC, AEP, CFP, RICP Axman and Associates, LLC | Barbara G. Jaffe, CIMA The Jaffe Group at Morgan Stanley |
Dennis L. Blackburn, JD Blackburn & Compmany, LC | Andrew Laino, CFP, CLU, CLTC Prudential Financial |
Harris L. Bonnette, Jr. JD Fisher, Tousey, Leas & Ball, P.A. | Kateena “Teena” E. Manners, JD, LLM Fisher, Tousey, Leas & Ball, PA |
Jean C. Coker, JD Jean C. Coker, PA | Jane E. Marchand Marchand Faries Financial Management |
Kathleen Holbrook Cold, JD Lippes Mathias Wexler Friedman, LLP | Don N. Merritt, Jr. AllianceBernstein |
Eric A. Ellisen Morgan Stanley | Robert N. Miller, JD Fisher, Tousey, Leas & Ball, PA |
John “Jack” I. Fishburne, III, JD, LLM Purcell, Flanagan, Hay & Greene, PA | Don N. Merritt, Jr. AllianceBernstein |
Beverly Flanagan, CFP Cypress Trust Company | Robert N. Miller, JD Fisher, Tousey, Leas & Ball, PA |
A. Roy Fuller, Jr, CLU, ChFC Fuller Financial Services | John P. Moore, CTFA Wells Fargo Private Bank |
Kathryn A. Hall Seaside National Bank & Trust | Michael E. Ruble U.S. Trust, Bank of America Private Wealth Management |
S. Mark Hand, CPA, CVA S. Mark Hand Associates, PA | Michael Schnell, CPA, CVA Pivot CPAs |
James A. Heinz, CPA/PFS, JD Heinz & Company | Lynn T. Shad, CFP Morgan Stanley |
Ronald M. Heymann, Jr., CFP, ChFC Davis Capital Management | Mark J. Shorstein, CPA Shorstein & Shorstein, PA |
Peggy S. Holt BBVA Compass Global Wealth | Robin Wahby, CLU Wahby Financial Group |
Lisa Strange Weatherby, CIMA, CIS The Weatherby Alexander Financial Group of Wells Fargo |
About Us
Gifts to the Baptist Health Foundation support the services and programs of our hospitals. more
Learn more information about Baptist Health, the “most preferred” health care provider in Jacksonville.
© Baptist Health Foundation 2020
Get In Touch
841 Prudential Drive
Suite 1300
Jacksonville, Florida 32207
foundation@bmcjax.com
904.202.2919
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