The Advisory Group

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
The Advisory Group Legal Disclaimer – The hiring of a planned giving professional (such as estate planning attorneys, CPAs, tax specialists and financial planners) is an important decision that should be based on your personal needs, not solely upon this listing of such individuals or any advertisements by such individuals. Before you decide, please fully explore the qualifications of such individuals to assist you with your specific needs. Baptist Health Foundation is providing this list of local planned giving professionals solely for your convenience, and it does not endorse any such individual (nor is it responsible for the professional judgment, acts or omissions of any such individual).

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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