With help from broker-dealers
and advisors, we spotlight
work being done to support
local charities, national
philanthropic groups and global
efforts that aim to improve
the lives of others.
ILLUSTRATION BY CHRIS NICHOLLS
By Ginger Szala and Janet Levaux
With the holiday season in full swing, Investment Advisor asked broker-dealers and financial advisors to describe how they have donated time and other resources over their careers. Reading through these vignettes, we have been touched by the generosity of organizations
and individuals and impressed by the incredible variety of their non-profit partners.
We also found that this charitable work encompasses local endeavors, as well as worldwide activities
that raise the quality of life in countries like Ghana, Haiti and Tanzania. Some industry professionals
have gone so far as to “adopt” adaptive athletes and hike Mount Kilimanjaro with them!
These efforts are deeply personal, in many cases, with volunteers saying they are moved to work with
existing causes or to start their own charities to address the needs of family members or others facing
This sampling — and it truly is a sampling — speaks to the generosity of spirit that runs throughout
the advisory world. And though we could showcase just a limited number of good deeds, this coverage
is meant to illustrate the powerful impact financial professions have in their communities. We hope it
serves as motivation for more such efforts to come.
Here are the stories we received from broker-dealers and advisors.