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December 21, 2012 at 02:04 PM
The winter holidays are a special time to reflect on the real meaning of giving each year. Sadly, given the horrific events that occurred recently in Newton, Conn., it’s also a poignant moment to focus on the importance of community during the ’12-’13 holiday season.
This slideshow is one of several on AdvisorOne that aim to honor those advisors and associates who serve their local, national and global communities. We’ve also created a special landing page for you to view all three of our slideshows. In addition, we also feature regular news stories on charitable giving and volunteer activities on our Philanthropy webpage.
To these and other advisors, of course, we say, “Many thanks and happy holidays!”
We look forward to putting together future slideshows to recognize advisors active in their communities and will accept future contributions throughout the year (via e-mail at [email protected]).
Carl Bailey
Practice: Bailey & Beatty Financial Services in Danbury, Conn.; affiliated with Commonwealth Financial in Danbury, Conn.
Community Work: Bailey (center, left) supports the Connecticut Quest for Peace, which provides assistance to multi-generational families such as these in Managua, Nicaragua.
Several years ago, Bailey spent almost a month living in a barrio in Managua and, since then, has been bringing medical teams to Nicaragua twice a year to do cleft palate surgeries.
“It’s a far more complex medical issue than I ever realized,” he explained to the University of Fairfield Magazine. “In the worst cases, these kids were born without a roof in their mouths, so they can’t eat or breathe properly. Without the surgeries, these children are forced to live on the fringe of society, so a $400 surgery forever changes their lives.”
In addition, Bailey has worked to raise and donate over $500,000 and has sponsored several Fairfield University students on mission trips.
He’s also founded Danbury Grassroots Tennis, an organization for city youth.
“It sounds corny, but the Jesuit message of embracing diversity and of seeing the world on a broader level than what is in your own backyard, really resonated with me,” he told the Fairfield publication. “It taught me the link between spirituality and success, not the least of which is that it’s incumbent upon graduates to do something good with their lives.”
Jayson Bales & Richard Davis
Practice: Baird Private Wealth Management, Dallas
Community Work: Baird financial advisors Jayson Bales (left) and Richard Davis help area school children learn how to play mini golf during an outing in May sponsored by Baird’s Dallas office in partnership with the Dallas AfterSchool Network.
AfterSchool Network says it aims to improve the quality of 2,200 after-school and summer programs in the greater Dallas area by providing students with access to quality after-school and summer programs that promote their intellectual, emotional and creative development. This work allows the community to benefits from successful students, safe neighborhoods and the development of a qualified workforce for tomorrow.
Matthew Barbis
Practice: Creative Wealth Management in Islandia, N.Y., affiliated with Royal Alliance Associates
Community Work: Founded by Matthew J. Barbis (right) after his 11-year-old cousin, Carlie Brucia, was abducted and murdered in Sarasota, Fla., in 2004, the Rose Brucia Educational Foundation’s goal is to reduce the number of child abductions in the U.S. by educating and empowering young minds with the knowledge necessary to avoid abduction.
Using puppets and a formalized educational curriculum, the foundation provides elementary-aged children with the Stranger Safety Awareness Program, free of charge.
Debra Brede
Practice: D.K. Brede Investment Management Co., Needham, Mass; affiliated with Commonwealth Financial Network.
Community Work: Brede (right) supports Agape International’s orphanage in Hyderabad, India, where more than 250 children affected by the AIDS crisis are given a home and an education. She has traveled to the center during each of the past four years with her family.
She is a trustee of Agape International, which was founded by a long-time D.K. Brede Investment Management staff member. The advisor also is involved in a number of charities and social causes in the Boston area and is an active alumna of her alma mater, Pennsylvania State University.
Some of her most recent community-service commitments include serving on the advisory council of the Boston Rescue Mission for the homeless and on the board of overseers, as well as the institutional review board, of the Newton-Wellesley Hospital.
Mark Chamberlain & Tim Rice
Practice: Lakeside Wealth Management in Chesterton, Ind., affiliated with First Allied
Community Work: “If you’re lucky enough to be in a position to give back, then I think it is one’s moral responsibility to help their communities,” said Mark Chamberlain (above).
