Ten Financial Advisory Firms Recognized for Corporate Philanthropic Excellence
Pickler Wealth Advisors, an independent wealth advisory firm in Collierville, Tenn., announces today that it has once again been named to Invest in Others’ Charitable Champions List. This list recognizes companies that give back to their communities and successfully promote a culture of philanthropy in their organizations.
"We are truly honored and grateful to be recognized as a Charitable Champion for the second consecutive year,” said David Pickler, President and CEO of Pickler Wealth Advisors. “At Pickler Wealth Advisors, our commitment to making a positive impact in our community and beyond is at the core of our values. We firmly believe that giving back and supporting charitable initiatives is not only a responsibility but also a privilege. This recognition further motivates us to continue our efforts in creating meaningful change and contributing to the well-being of those in need.”
The 2023 Charitable Champions collectively volunteered more than 10,000 hours and donated over $1.6 million to a diverse array of nonprofits supporting initiatives ranging from hunger and poverty prevention to education and youth programs, increasing financial literacy, aiding military and veterans, and improving health and wellness. A panel of financial advisors blindly evaluated applications based on several criteria, including leadership and culture, events and activities, incentives, contributions, and impact.
The 2023 Charitable Champions are:
Back Cove Financial
Bradford Financial Advisors, HBW Advisory Services
Cassaday and Company, Inc.
Creative Planning
Hammond Iles Wealth Advisors
Harford Retirement Planners
IntentGen Financial Partners
Northwestern Mutual—Nashville
Parcion Private Wealth
Pickler Wealth Advisors
“It’s an honor to amplify the efforts and inspirational service of this year’s Charitable Champions winners,” said R. Barkley Payne, Executive Director of Invest in Others. “Through the generosity of these 10 firms, the financial services industry further solidifies itself as a community driving social change.”
In addition to offering benefits such as matching gifts and volunteer time off, the 2023 winners developed a variety of firmwide events such as a home makeover for an amputee veteran and his autistic son, a mac and cheese drive for food-insecure children, and a holiday gift drive for families a part of a shelter-to-housing program.
David Pickler began his career in the investment business over 30 years ago. He graduated with Highest Academic Honors from Arkansas State University with a Bachelor of Science in Business Management degree in 1980 and from Cecil C. Humphreys School of Law, University of Memphis, with a Juris Doctor Degree in 1985. He was admitted to the Tennessee Bar in 1986 and maintains an active practice emphasizing Tax and Estate Planning. He is a CERTIFIED FINANCIAL PLANNER™ professional, a CERTIFIED PRIVATE WEALTH ADVISOR®, a Chartered Financial Consultant (ChFC®), and a Certified Divorce Financial Analyst® practitioner. David has built his personal and professional life on the principles of community service, civic leadership, and philanthropic investment.
To learn more about these firms and their corporate philanthropy programs, visit https://www.investinothers.org/charitable-champions/
2023 Invest in Others Corporate Philanthropic Excellence Award, created by Invest in Others Foundation. This award is based on the advisor's leadership, dedication, contribution and impact on a nonprofit organization and the community it serves. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of an advisor. Click here for more information.