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© 2008 The Dayton Foundation. All rights reserved worldwide.
Phone: (937) 222-0410
info@daytonfoundation.org
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Our Advisor Partners

Special thanks to the financial advisors and estate planners who brought their clients to The Dayton Foundation to help these individuals do their charitable giving in the most effective and satisfying manner possible. We thank these advisors and all the professionals who work with us daily to make a difference for charitable individuals who enrich our community. We are truly grateful for the opportunity to serve their clients.

For an honor roll of our 2007 advisor partners, click here.

Special thanks the past quarter to:

• John S. Bradley, UBS Financial Services, Inc.

• Deborah D. Hunt, Esq., Sebaly Shillito + Dyer

• William T. Lincoln, Berry Investments, Inc.

• David R. Lofland, Jr., CFP, Oxford Financial Group, Ltd.

• Kevin L. McDonald, KeyBank, N.A.

• James McKee, McKee Asset Management

• Michael A. Moran, Behnken Financial Services, Inc.

• James T. Neef, Esq.

• Shaun P. Nicholson, CFP, UBS Financial Services Inc.

• William O'Neal, Merrill Lynch

• Donald J. Schade, Merrill Lynch

• Lorelei Tolson, CFP, CIMA, Oxford Financial Group, Ltd.

• Frank B. Williams, III, National City

 


The Dayton Foundation. We help you help others.
SM

File date: 10-15-08
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