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LegacyTree
Foundation President, Jim Wolter is
pleased to announce the addition of two staff
members to their offices in Middle Tennessee. As a
result the LTF team is moving into larger offices.
The new contact information is:
LegacyTree
Foundation
1600 Westgate
Circle, Suite 200
Brentwood, TN
37027
LegacyTree
welcomes:
Robert
Smith,
joins us as a Case Design Specialist for
LegacyTree Foundation. Robert comes to LTF
with over 20 years of experience in the financial
services industry as a Financial Advisor before
selling his practice and entering the charitable
planning industry. Robert held a Series 7
and a Series 66 license as a First Vice President
of Investments and Registered Investment Advisor
with several respected regional investment firms
and was consistently recognized as a top producer.
Robert still maintains his Accredited Asset
Management Specialist designation (AAMS) through
the College of Financial Planning.
Pamela
Vickers,
will be the Marketing and Administrative
Coordinator for LegacyTree Foundation. Pam
has worked with charitable and non-profit
foundations since 1987. She has extensive
experience in marketing and publications as well
as database management and coordinating the
various aspects of administration related to
charitable programs. Pam has a Bachelor’s
Degree in Social Work from Harding University. Her
solid communication and people skills make her a
valuable resource for the families, financial
advisors and charities that LegacyTree Foundation
serves.
In
addition to Jim Wolter, LegacyTree’s
leadership team also includes Annette
Johnson as Vice President and Director of
Charitable Partnerships and Nanette Beebe
as Vice President and Director of Real Estate. The
officers of LegacyTree Foundation have over
20 years of experience in charitable development
programs and over 50 years of prior experience in
the financial industry.
“We
are pleased to welcome Pam and
Robert to our staff. They both bring a
wealth of talent, experience and knowledge to our
efforts to generate additional funding for worthy
charitable causes both in Tennessee and around the
country”.
-
Jim Wolter
President
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