Cameron Spann
Jun 13, 20222 min
Pickler Wealth Advisors, an independent wealth advisory firm in Collierville, TN, announces today that it has been named to Invest in Others Charitable Foundation’s Charitable Champions List. This list recognizes companies that give back to their communities and successfully promote a culture of philanthropy in their organizations.
“A core aspect of our firm’s culture revolves around community investment – it’s a part of our DNA,” said David Pickler, President and CEO of Pickler Wealth Advisors. “Our team has a shared commitment to giving back and paying it forward with passion and purpose. I am honored that our firm has been named to this prestigious list, and it speaks volumes about how we walk the walk when it comes to not only giving back to other organizations, but also becoming deeply engaged in our communities.”
In 2021, the 10 Invest in Others (IiO) Charitable Champions raised a total of $2,095,952 in monetary contributions and donated a combined 20,746 volunteer hours through philanthropic programs and firmwide events. A panel of financial advisors adjudicated the submissions based on several factors, including employee benefits, company contributions and the quality of the firms’ philanthropic events and programs.
The 2022 Charitable Champions are:
Pickler Wealth Advisors of Collierville, Tenn.
Arkos Global Advisors of Houston, Texas
Brighton Jones of Seattle, Wash.
Carson Group of Omaha, Neb.
Cary Stamp & Co. of Tequesta, Fl.
Cassaday & Company, Inc. of McLean, Va.
Hammond Iles Wealth Advisors of Wethersfield, Conn.
Rise Private Wealth Management of Minneapolis, Minn.
Savage & Associates of Maumee, Ohio
Tolleson Wealth Management of Dallas, Texas
“When companies prioritize giving back to their communities, it creates a culture that extends to all levels of the organization,” said Megan McAuley, Executive Director and President of Invest in Others Charitable Foundation. “We’re excited to recognize these 10 outstanding firms that have inspired their employees to give back. Through their example, these Charitable Champions are proving that the financial industry can be a force for good.”
From environmental causes to financial literacy, animal welfare, medical research and support for youth and families, the 2022 Charitable Champions provided support to diverse nonprofits. In addition to offering monetary donations and volunteer time off, the 2022 winners developed a variety of firmwide events such as a garden planting in support of a nonprofit that prepares organic meals for families facing health crises and community breakfasts for teens and young adults transitioning out of homelessness.
David began his career in the investment business over 30 years ago. He graduated Magna Cum Laude from Arkansas State University with a Bachelor of Science in Business Management degree in 1980 and from Cecil C. Humphreys School of Law, University of Memphis, with Juris Doctor Degree in 1985. He was admitted to the Tennessee Bar in 1986 and maintains an active practice emphasizing Tax and Estate Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant (ChFC®), holds the Certified Divorce Financial Analyst (CDFA®) designation, is a Certified Plan Fiduciary Advisor (CPFA), and is considered one of the leading estate planning advisors in the nation.
To learn more about these firms and their corporate philanthropy programs, visit www.investinothers.org/2022-charitable-champions
About the Invest in Others Charitable Foundation
Invest in Others serves communities in need by providing critical support for nonprofit organizations. We channel the philanthropy and volunteerism of the finance industry into vulnerable communities and under-resourced causes.