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 the second 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]).
Kevin & Carrie Dick
Practice: Kevin Dick Investment Management Group of Payson, Ariz.; affiliated with Commonwealth Financial
Community Work: Commonwealth advisors Kevin and Carrie Dick, along with their staff—led by Pam Bossert—have knitted and collected over 500 hats for Commonwealth’s Chemo Caps for Kids program, which provides hats for children undergoing cancer treatment.
Practice: Dunavant Wealth Group of Mandeville, La., affiliated with LPL Financial.
Community Work: Eric Dunavant, CFP and president of the practice, was crowned the Real Man of St. Tammany Parish in March 2012 and helped raise over $70,000 to benefit Safe Harbor, a domestic violence prevention program.
Dunavant and his wife Angel (above) attended the Real Man of St. Tammany Gala as part of his community recognition
Practice: Wedbush Securities in Los Angeles
Community Work: Feldhorn is actively involved in several community organizations.
For the Epilepsy Foundation of Greater Los Angeles, for instance, he organized a team of more than 50 Wedbush colleagues to participate in the organization’s Walk to End Epilepsy fund-raiser at the 2012 Rose Bowl in Pasadena , Calif. (See photo above, with Feldhorn in the center with the forward-facing hat).
The advisor serves as chairman of the organization’s finance committee and also has served two terms as its president and three terms as its treasurer.
In addition, Feldhorn supports the Frostig Center, a Pasadena- based organization serving children with learning disabilities. He is on the group’s board.
Practice: Robert W. Baird & Co., in Charlotte, N.C.
Community Work: Floyd (right) and Kristy Williams, registered client relationship associate, recently helped make 600 sandwiches for the homeless out of Baird’s Charlotte, N.C., as part of the Urban Ministry Center’s Operation Sandwich program.
Practice: Hillis Financial Services of San Jose, Calif.; affiliated with LPL Financial
Community Work: Hillis, who is president of the practice, was awarded with the prestigious Distinguished Service Award from the Boys and Girls Club of Silicon Valley for his longstanding involvement with the organization. Hillis has been affiliated with the club for 25 years and was on the group’s board of directors for 15 years.