PROFESSIONAL ADVISORY NETWORK

Our Professional Advisor Network includes local attorneys, CPAs, wealth managers and financial planners. The network meets for a luncheon program three times a year and has been in existence for more than a decade.

The meetings usually are hosted by local banks in downtown Tampa and offer a chance to meet and catch up with your colleagues, plus learn about a variety of topics from economic updates and projections to strategic charitable giving.

We invite you to join us by contacting Beverley McLain, Senior Vice President, Philanthropic Services.

 

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James L. Savage, CFA, Institutional Investment Manager, SunTrust Foundations and Endowments Specialty Practice, presented an economic update and market overview for more than 60 members of the Professional Advisors Network at the November 2014 meeting.