LSU’s Planned Giving
Professional Advisory Council Members
David Alexander
Partner
Vintage Realty Company
330 Marshall St.,Suite 200
Shreveport, LA 71101
W: (318) 222-2244 Fax: (318)222-0880
dalex@vintagerealty.com
www.vintagerealty.com
Gary Alfonso, CFP
Financial Advisor
Ameriprise Financial, Inc.
3351 Severn Ave., Suite 104
Metairie, LA 70002
W: (504) 831-0515 Ext:1
Fax: (504) 301-4936
gary.m.alfonso@ampf.com
www.ameripriseadvisors.com
M. Thomas Arceneaux
Director
Blanchard, Walker, O’Quin & Roberts
P.O. Drawer 1126
Shreveport, LA 71163
W: (318) 221-6858 Fax: (318) 227-2967
tarceneaux@bwor.com
www.bwor.com
Elizabeth M. Ary
Vice President
Trust Officer
J.P. Morgan
201 St. Charles Avenue, 28th Floor
New Orleans, LA 70170
W: (504) 623-7996 Fax: (504) 623-1667
Elizabeth.m.ary@jpmorgan.com
Jpmorgan.com
Ms. Mona Becnel
Planned Giving Specialist
LSU Foundation
340 East Parker Blvd.
Baton Rouge, LA 70803
W: (225) 578-7901
1-800-452-7928
mbecnel@lsufoundation.org
www.lsufoundation.org
10/14/2015
John C. Blackman
Attorney at Law
Jones Walker
8555 United Plaza Blvd., Suite 500
Baton Rouge, LA 70809
W: (225) 248-2070 Fax: (225) 248-3070
jblackman@joneswalker.com
www.joneswalker.com
Robert T. Bowsher
Attorney - Partner
Breazeale, Sachse, & Wilson
23rd Floor One American Place
301 Main Street
Baton Rouge, LA 70821
W: (225) 381-8028 Fax: (225) 387-5397
robert.bowsher@bswllp.com
www.bswllp.com
Mr. Ben Broussard
Vice President of Development
Tiger Athletic Foundation
North Stadium Drive
P.O. Box 711
Baton Rouge, LA 70821
W: (225) 578-0162 Fax: (225) 578-0184
1-800-644-4823
benb@lsu.edu
www.lsutaf.org
John Cannizaro
Vice President
Trust & Asset Management Group
Real Estate & Oil & Gas Manager
Hancock & Whitney Banks
735 N. Causeway Blvd., 2nd Floor
Mandeville, LA 70448
W: (985) 626-1530 Fax: (985) 626-7419
John.cannizaro@whitneybank.com
John.cannizaro@hancockbank.com
Page 1 of 8
Bunnie R. Cannon, CFRE
Executive Director
Institutional Advancement
LSU - Office of the Chancellor
150 Thomas Boyd Hall
Baton Rouge, LA 70803
W: (225) 578-0302
bcannon@lsu.edu
www.lsu.edu
Carol O. Caplan
Realtor
Latter & Blum Inc.
200 Broadway, Suite 142
New Orleans, LA 70118
W: (504) 866-2785 EX 29142
EFax: (504) 275-2405
C: (504) 442-2131
ccaplan@aol.com
www.latter-blum.com
Benjamin C. Capshaw
First Vice President
Resident Director Mandeville, Louisiana
Wealth Management Advisor
Merrill Lynch, Pierce, Fenner & Smith Inc.
2681 North Causeway Blvd.
Mandeville, LA 70471
W: (985) 898-3948
Efax (985) 746-4946
1-888-446-9934
benjamin_capshaw1@ml.com
www.wealthmanagement.ml.com
Benjamin D. Capshaw III, CFP, CIMA
Senior Vice President-Investments
Wealth Management Advisor
The Capshaw Group
Pan American Life Center
601 Poydras Street, Floor 25, Suite 2500
New Orleans, LA 70130
W: (504) 586-7683
benjamin_capshaw@ml.com
www.wealthmanagement.ml.com
10/14/2015
Annie P. Colvin, CFP
Vice President
J.P. Morgan Private Bank
201 Saint Charles Avenue, 28th Floor
New Orleans, LA 70170-1000
W: (504) 623-1604 Fax: (504) 558-9829
C: (225) 288-2185
ann.p.colvin@jpmorgan.com
www.jpmorgan.com
Joseph H. Combs
Estate & Retirement Consulting
Freedom Financial
4901 NW Expressway
P.O. Box 22238
Oklahoma City, OK 73132
W: (405) 603-2193 C: (405) 990-2407
Jcombs26@cox.net
Dustin Dowling
Chief Executive Officer
Peters Wealth Advisors
5800 One Perkins Place Dr, Suite 8-A
Baton Rouge, LA 70808
W: (225) 766-4885 Fax: (225) 766-4908
1-800-649-9715
dustin@peterswealth.com
www.peterswealth.com
Terry A. Dufrene, CFA
Managing Director
J.P. Morgan Chase Bank
Private Wealth Management
201 St. Charles Avenue, 28th Floor
New Orleans, LA 70170
W: (504) 623-7125 Fax: (504) 623-9830
1-877-378-8933
terry.dufrene@jpmorgan.com
www.jpmorgan.com
Ms. Gina Dugas
Chief Financial Officer
LSU Foundation
3838 West Lakeshore Dr
Baton Rouge, LA 70808
W: (225) 578-4341 Fax: (225) 578-0530
gdugas@lsufoundation.org
www.lsufoundation.org
Page 2 of 8
Mr. Daryl R. Ellis
Certified Financial Planner
Ellis Insurance & Financial Group
8280 YMCA Plaza Drive, Bldg 1
Baton Rouge, LA 70810
W: (225) 925-8312 (877) 544-2213
F: (225) 928-7180
drellis@ft.newyorklife.com
Patrick M. Evans
Senior Vice President – Investments
UBS Financial Services
4400 Post Oak Pkwy, 16th & 17th Floors
Houston, TX 77027-3421
W: (713) 940-2984 Fax: (713) 940-2980
1-800-538-6436
Patrick.evans@ubs.com
www.ubs.com/team/wtc
Ms. Gwen Fairchild
Director of Planned Giving
LSU Foundation
340 East Parker Blvd.
Baton Rouge, LA 70803
W: (225) 578-7891
1-800-452-7928
gfairchild@lsufoundation.org
www.lsufoundation.org
Christian Fatzer, Jr.
Assistant Vice President
Trust & Asset Management Group
Real Estate & Oil & Gas Asset Manager
Hancock & Whitney Banks
735 N. Causeway Blvd., 2nd Floor
Mandeville, LA 70448
W: (985) 624-7455 Fax: (985) 626-7419
C: (504) 812-0347
chris.fatzer@whitneybank.com
chris.fatzer@hancockbank.com
www.whitneybank.com
Nicole S. Fawley
Senior Financial Advisor
Merrill Lynch – City Plaza
445 North Blvd., 4th Floor, Suite 401
Baton Rouge, LA 70802
W: 225-388-9278 1-800-937-0318
nicole_fawley@ml.com
www.wealthmanagement.ml..com
10/14/2015
Mr. Jason W. Graham
Graham Enterprises
11925 Mollylea Drive
Baton Rouge, LA 70815
W: (225)715-0657
www.lsucanvas.com
www.lsumusic.com
heyfightingtigers@yahoo.com
Joseph Darrell Green, LUTCF
Financial Representative
Northwestern Mutual
2008 S. College Road
Lafayette, LA 70508
W: (337) 233-3663 x1749
Fax: (337) 232-4118
Cell: (337) 962-6355
Joseph.green@nmfn.com
www.nmfn.com/josephgreen
Miriam W. Henry
Partner - Attorney at Law
Jones Walker, LLP
201 St. Charles Avenue, Ste 5100
New Orleans, LA 70170-5100
W: (504) 582-8436 Fax: (504) 589-8436
Cell: (504) 338-5370
mhenry@joneswalker.com
www.joneswalker.com
Ms. Jane Henslee
Honorary Member
Retired
LSU Foundation
2163 Tulip
Baton Rouge, LA 70806
C: (225) 603-7202
Mary Hester
Partner
Taylor, Porter, Brooks & Phillips, LLP
P O Box 2471
Baton Rouge, LA 70821
W: (225) 381-0268 Fax: (225) 346-8049
mheseter@taylorporter.com
www.taylorporter.com
Page 3 of 8
Brent S. Honore
President
Harvey Honore Construction Co., LLC
7170 Burbank Drive
Baton Rouge, LA 70820
W: (225) 769-4567 Fax: (225) 769-7890
bhonore@hhcci.com
Allen P. Jones
Shareholder
Wiener, Weiss & Madison
P.O. Box 21990
Shreveport, LA 71120-1990
W: (318) 213-9264 Fax: (318) 424-5128
ajones@wwmlaw.com
www.wwmlaw.com
Ann Marie Marmande
Vice President of Development
LSU Foundation
3838 West Lakeshore Dr.
Baton Rouge, LA 70808
W: (225) 578-5953
1-800-452-7928
annmarie@lsu.edu
www.lsufoundation.org
Don “Skipper” McAdams, Jr.
Vice President
Cassidy Turley
1111 South Foster Dr., Suite F
Baton Rouge, LA 70806
W: (225) 341-7117 Fax: (225) 341-3320
don.mcadams@cassidyturley.com
www.cassidyturley.com
Mr. Kevin Knobloch
Managing Director-Investments
Wells Fargo Advisors
7031 Commerce Circle, Ste 200
Baton Rouge, LA 70809
W: (225) 929-8422 Fax: (225) 924-4547
1-800-284-6412
Kevin.knobloch@wfadvisors.com
www.wellsfargoadvisors.com
Mr. Michael J. McCoy
Vice President
LA Trust Manager
Hancock Bank
2600 CitiPlace Drive, Suite 200
Baton Rouge, LA 70808
W: (225) 248-7457 Fax: (225) 248-7469
mike.mccoy@whitneybank.com
www.Hancockbank.com
F. Allen Lyons
Vice President
Atlantic Trust Private Wealth Mgmt.
11 Greenway Plaza, Suite 2625
Houston, TX 77046
W: (832) 941-5767 Fax: (832) 308-3128
Cell: (713) 252-6379
alyons@atlantictrust.com
www.atlantictrust.com
Mr. John F. McDermott
Partner
Taylor, Porter, Brooks & Phillips, LLP
8th Floor Chase Tower South
451 Florida Street (70810)
Post Office Box 2471
Baton Rouge, LA 70821
W: (225) 387-3221 Fax: (225) 215-8743
john.mcdermott@taylorporter.com
www.taylorporter.com
Mr. Tracy Mandart, AWMA
Senior Vice President, Regent Bank
Investment Executive
1540 South Federal Highway
Pompano Beach, FL 33062
W: (954) 786-5863
Fax: (954) 545-3753
tmandart@jnfinexgroup.com
www.regentbank.com
10/14/2015
Mr. Carey Messina
Partner
Kean Miller LLP
Estancia Office Park
5035 Bluebonnet Blvd., Suite B (70809)
P O Box 3513
Baton Rouge, LA 70821
W: (225) 382-3408 Fax: (225) 388-9133
carey.messina@keanmiller.com
www.keanmiller.com/carey-j-messina
Page 4 of 8
Stephen Moret
President & CEO
LSU Foundation
3838 West Lakeshore Drive
Baton Rouge, LA 70808
W: (225) 578-5386
1-800-452-7928
moret@lsufoundation.org
www.lsufoundation.org
Steven E. Morgan
Market Manager
J.P. Morgan Private Bank
451 Florida Street, Floor 6
Baton Rouge, LA 70801
W: (225) 332-4332 Fax: (225) 332-7517
1-800-637-6459
Service Team : (225) 332-4252
steven.e.morgan@jpmorgan.com
www.jpmorgan.com
Nolan A. Moulle’, III
Sr. Associate
Norton Rose Fulbright US LLP
1301 McKinney, Suite 5100
Houston, TX 77010-3095
W: (713)-651-5488 Fax:(713) 651-5246
Nolan.moulle@nortonrosefulbright.com
www.nortonrosefulbright.com
Nicole Palmer
Managing Director
Strategic Financial Partners, LLC
39394 Bradbury Lane
Prairieville, LA 70769
W: (225) 622-6942 Fax 1-800-608-8560
1-866-944-6942
fredpalmer@palmerfinancial
strategies.com
www.sft-llc.com
Mike Patton
President
Integrity Wealth Management, Inc.
P.O. Box 78408
Baton Rouge, LA 70837
W: (225) 926-0202 Fax: (225)926-0203
C:(225) 937-0704
Mike.patton@integritywealth.us
www.integritywealth.us
Dorsey Peek
Realtor
ReMax First
4750 Sherwood Common Blvd.
Baton Rouge, LA 70816
W: (225) 298-6888 Fax: (225) 295-1234
1-800-599-6769
C: (225) 773-0777
sold@dorseypeek.com
www.dorseypeek.com
Carole Cukell Neff
Sessions, Fishman, Nathan & Israel
201 St. Charles Ave., Suite 3815
New Orleans, LA 70170
W: (504) 582-1519 Fax: (504) 582-1555
cneff@sessions-law.com
www.sessions-law.com
Rick Perry
President & Chief Executive Officer
Tiger Athletic Foundation
P.O. Box 711
Baton Rouge, LA 70821
(W): (225) 578-0180 Fax: (225) 578-0184
rickp@lsu.edu
www.lsutaf.org
Fred A. Palmer
Managing Director
Strategic Financial Partners, LLC
39394 Bradbury Lane
Prairieville, LA 70769
W: (225) 622-6942 Fax: 1-800-608-8560
1-866-944-6942
fredpalmer@palmerfinancial
strategies.com
www.sft-llc.com
Bill Peters, MBA, CFP
Managing Director
Peters Wealth Advisors
5800 One Perkins Place Dr, Suite 8-A
Baton Rouge, LA 70808
W: (225) 766-4885 Ext 19
Fax: (225) 766-4908
1-800-649-9715
bill@peterswealth.com
www.peterswealth.com
10/14/2015
Page 5 of 8
J. Edgerton Pierson, Jr.
Senior Vice President
Regions Financial Corporation
333 Texas Street
Shreveport, LA 71101
W: (318) 429-1703 Fax: (318) 429-1021
Jay.pierson@regions.com
www.regions.com
Armand L. Roos
Of Counsel
Wiener, Weiss & Madison, APC
P.O. Box 21990
Shreveport, LA 71120-1990
W: (318) 213-9256 Fax: (318) 424-5128
aroos@wwmlaw.com
www.wwmlaw.com
Laura Poche’
Attorney
Rabalais Law Firm
9191 Siegen Lane, Unit 5B
Baton Rouge, LA 70810
W: (225) 329-2450 C: (225) 337-2193
Fax: (225) 329-2459
1-866-491-3884
LPoche@RabalaisLaw.com
wwwRL-LauraPoche.com
Mr. Myron H. Schwitzer
Senior Vice President
Financial Advisor
Morgan Stanley Smith Barney
13455 Noel Road
Two Galleria Tower, 18th Fl.
Dallas, TX 75240-6620
W: (972) 450-6690 Fax: (972) 450-6699
1-800-527-4175
myron.h.schwitzer@morganstanley.com
www.fa.smithbarney.com/schwitzer
Elizabeth Querbes
Senior Vice President - Investments
Wealth Management Advisor
Merrill Lynch – City Plaza
445 North Blvd, 4th Floor, Suite 401
Baton Rouge, LA 70802
W: (225) 388-9260 Fax: (225) 341-7364
elizabeth.querbes@ml.com
www.ml.com
Carl J. Servat, III
Counselor at Law
Lukinovich Law Firm
4415 Shores Drive, Suite 200
Metairie, LA 70006
W: (504) 818-0401 Fax: (504) 818-0408
carl@lukinovichlaw.com
www.lukinovichlaw.com
Kimberly Lewis Robinson
Partner - Attorney at Law
Jones Walker
8555 United Plaza Blvd., 4th Floor
Baton Rouge, LA 70809
W: (225) 248-2064 Fax: (225) 248-3064
krobinson@joneswalker.com
www.joneswalker.com
Jack A. “Bo” Smithwick, Jr.
Senior Vice President
Financial Advisor - Wealth Management
Merrill Lynch
410 Edwards St., Suite 600
Shreveport, LA 71164
W: (318) 674-9496 Fax: (318) 402-0487
bosmithwick@gmail.com
bo_smithwickjr@ml.com
www.wealthmanagement.ml.com
Mariska Roney
CPA
KPMG
909 Poydras Street, Suite 2900
New Orleans, LA 70112
W: (504) 584-1026
mrwitt@kpmg.com
www.kpmg.com
Mrs. Susan G. Talley
Member
Stone Pigman Walther Wittmann
546 Carondelet St
New Orleans, LA 70130
W: (504) 593-0828 Fax: (504) 596-0828
stalley@stonepigman.com
www.stonepigman.com
10/14/2015
Page 6 of 8
Collis Temple, III
National Sales Director
Primerica Financial Services
3636 S. Sherwood Forest Blvd, Ste 500
Baton Rouge, LA 70816
W: (225) 295-0380 Fax: (225) 215-1595
C: (225) 939-1327
Ct3pfssnsd@gmail.com
www.primerica.com
Mr. E. Robert Theriot, III
2110 Dunstan Road
Houston, TX 77005-1624
H: (713) 520-8982
bobby@theriot23.com
Brent Thomas
President
Prudentia Fiduciary Partners
One Riverway, Suite 1700
Houston, TX 77007
W: (832) 529-3186 Fax: 713-622-1937
brent@prudentiafp.com
www.prudentiafp.com
Mr. Cliff Vannoy
President & CEO
LSU Alumni Association
3848 West Lakeshore Drive
Baton Rouge, LA 70808
W: (225) 578-3849
1-866-610-2665
cliff@lsualumni.org
www.lsualumni.org
Val Vogel, Jr., CLU, ChFC
Investment Advisor Representative
Burns Vogel & Associates, Inc.
1800 Williams Blvd., Ste. B
Kenner, LA 70062
W: (504) 465-8556 Fax: (504) 465-8559
val.vogel@burnsvogel.com
www.burnsvogel.com
10/14/2015
Michelle P. Vogel
Secretary-Treasurer
Burns Vogel & Associates, Inc.
1800 Williams Blvd., Ste. B
Kenner, LA 70062
W: (504) 465-8556
Fax: (504) 465-8559
financialfitness@burnsvogel.com
www.burnsvogel.com
Christian N. Weiler
Attorney
Weiler & Rees Attorneys at Law
909 Poydras St., Suite 1250
New Orleans, LA 70112-4018
W: (504) 524-2944 Fax: (504) 524-2969
cweiler@wrtaxlaw.com
www.taxplan.com
Jon L. Weinstein
Financial Advisor
Cetera Advisor Networks
5720 LBJ Freeway, Suite 490
Dallas, TX 75240
1-800-275-1184
W: ( 972) 385-1106
weinsteinj@cateranetworks.com
www.cateraadvisornetwork.com
Michael Weitman
First Vice President
Morgan Stanley/Smith Barney
4458 Legendary Drive, Suite 300
Destin, FL 32541
W: (850) 650-7325 W: 1-800-626-9811
Fax: (850) 650-7338
michael.weitman@mssb.com
www.morganstanley.com
Dr. Catherine S. Woodruff
1206 Archley Drive, Apt 509
Houston, TX 77055-6707
H: (713) 722-9438
Page 7 of 8
Mr. Stephen R. Yancey, II
Special Counsel
Cook, Yancey, King & Galloway
P.O. Box 22260
Shreveport, LA 71120
W: (318) 221-6277 Fax: (318) 227-7850
Stephen.yancy@cookyancey.com
www.cookyancey.com
10/14/2015
Page 8 of 8