Professional advisors play a vital role in the success of Community Foundation of the Lowcountry.

We believe we are most effective when we can individualize the giving process and serve as a trusted resource for professional advisors and their clients.

Community Foundation of the Lowcountry established the Professional Advisors Society to recognize these legal and financial advisors for their commitment to our community and their efforts to advance and encourage charitable giving throughout the Lowcountry.

Professional Advisors Society Members

Richard B. Allen, Esq.
Fraser & Allen, LLC

Robert J. Arundell, Esq.
Minor Haight & Arundell, P.C.

Deborah Boshaw, Esq.
Boshaw Law Firm, LLC

Jeffery A. Bradley, AAMS
Edward Jones

John Chiacchiero, Managing Director
Oak Advisors, LLC

Michael E. Cofield, Esq.
Bird, Cofield & Moise, LLC

Martin Cohn, Esq.
Harrison LLP

Andrew B. Cook
Morgan Stanley Wealth Management

Douglas S. Delaney, Esq.
The Delaney Law Firm, PA

Thomas M. Dowling
Alliance Global Partners of the Lowcountry

Marc Saurborn
Dividend Assets Capital

Michael J. Howell, Esq.
Law Offices of Michael J. Howell, PA

John M. Jolley, Esq.
Jolley Law Group, LLC

Michael L.M. Jordan, Esq.
Burr & Forman

Susan M. Ketchum, CFM
Merrill Lynch

John C. Levy
Wells Fargo Advisors

Elizabeth B. Mayo, Esq.
Novit & Scarminach, PA

Alisa L. McCray, Esq.
Olivetti, McCray and Withrow LLC 

Mark Munn
Bank of America

Michelle Myhre, Managing Partner
Oak Advisors, LLC

J. Aaron Nelson, Jr. Esq.
The Nelson Law Firm

Catherine West Olivetti, Esq.
Olivetti, McCray and Withrow LLC 

David Ruckno
Merrill Lynch

Catherine A. Scarminach, Esq.
Novit and Scarminach, PA

Charles A. Scarminach, Esq.
Novit and Scarminach, PA

Robert Scutta, CSA
Scutta Advocacy Group

John E. Sherman
Bank of America

Corey T.L. Smith, L L.M.
Olivetti, McCray and Withrow LLC 

John D. Strickland
Truist Wealth

B. Marc Stuckart, Jr.
Atlantic Investment Advisory Group

Rebekah Thompson, Esq.
Jolley Law Group, LLC

Brian T. Treacy, Esq.
The Elder Law & Estate Planning Center 

Janet Williams
Wells Fargo Advisors 

John R. Wigington
Wells Fargo Advisors

Mark F. Winn, Esq.
Mark F. Winn Attorney at Law, LLC

We offer a variety of tools and resources to help you meet your clients' philanthropic needs. Explore our Tools and Resources for Professional Advisors.