Special Thanks to The Following Advisor Partners

Special thanks to the financial advisors and estate planners who brought their clients to The Dayton Foundation to help these individuals do their charitable giving in the most effective and satisfying manner possible. We thank these advisors and all the professionals who work with us daily to make a difference for charitable individuals who enrich our community. We truly are grateful for the opportunity to serve their clients.

July 1, 2020 to December 30, 2020:

  • Julie Brown, LifePlan Financial Group
  • Chris Chaney, Merrill Lynch
  • Chuck Craft, Flagel Huber Flagel
  • Kayleigh Crawmer, Winsupply
  • Kim Cullman Estess, O’Diam & Estess Law Group, Inc.
  • Robert Davis, The MDB Group at Morgan Stanley
  • Adam Day, Wealthquest
  • Cheryl Ennis, Key Bank
  • Joan E. Faulkner, UBS Financial, Cornell/Nicholson
  • Foster & Motley
  • Tom Gmeiner, Brady Ware
  • Kevin Green, Harrison Wealth Management Group, Ltd.
  • Julie Helter, Roberson Law
  • Rob Henrich, Parallel Advisors
  • Randale J. Honaker, Honaker Hayes Wealth Management Group, UBS Financial Services, Inc.
  • Denise Ingersoll, Baird Private Wealth Management, Ingersoll Wenning Group
  • Debby Jacobs, Pohlman, Talmage, Brown & Campbell
  • Ron Jackson, New York Life
  • Raymond James, Harrison Wealth Management Group, Ltd.
  • Joshua Johnson, LifePlan Financial
  • Edwin Katz, Morgan Stanley
  • Tiffany Kellner, UBS Financial, Cornell/Nicholson
  • W. David Kern, Wealthquest
  • LifePlan Financial
  • Robin McCall, Morgan Stanley
  • Robert Millner, Morgan Stanley, Arbor Group
  • James Phillips, Wells Fargo Advisors
  • Max Plunkett, Plunkett Group, Morgan Stanley
  • John Reagan, UBS Financial, Cornell/Nicholson
  • Michael Riney, Wealthquest
  • Teresa Rubins, Merrill Lynch
  • Vincent Russell, Johnson Investment
  • Shawn Scott, Wealthquest
  • David Smith, Smith Moses & Company
  • Edward M. Smith, Nolan, Sprowl & Smith
  • Heather Spencer, Truepoint Wealth Counsel
  • Nicole Strbich, Buckingham Financial
  • Ryan Walker, Walker CPA
  • Jeff Woeste, Flagel Huber Flagel

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File date: 2.05.21

IN THEIR WORDS

William Ward and Jon Ramey

“It was more economical for our client to establish a fund at the Foundation, versus starting a family foundation, which would have been disadvantageous from a tax standpoint.”
– William Ward, first vice president-investment (left), and Jon Ramey, vice president-investment, Morgan Stanley Wealth Management

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