In The Community


Alzheimer’s Association

David has become involved with the Alzheimer’s Association, helping to support research and treatment for patients and families of Alzheimer’s. This disease is near and dear to David and his family, as his mother Martha has the condition and is currently in a full time memory care facility. David and his father have joined together to find ways to make a difference in the community and be a resource to other families dealing with this hard journey

Learn more about what and how you can get involved by clicking here.

end slavery tennessee

End Slavery Tennessee

For the last couple of years, David’s heart craved another non-profit cause that he could really get behind with passion, and dedicate not just his time, but his skills and wisdom learned. He kept coming back to the disturbing reality of sex trafficking in middle Tennessee. He shared this with his mentor George, and crazily enough, he was working as a consultant for the End Slavery of TN Board. George recommended David to the CEO, they interviewed him, and decided to bring him on in 2021 to their Board. He is so excited to make an impact on this community outside of financial planning, by participating in the fundraising board.

End Slavery Tennessee is a not-for-profit organization who provides specialized case management and comprehensive aftercare for human trafficking survivors and tactically addresses the problem through advocacy, prevention, and training of front-line professionals.

Learn more about what and how you can get involved here:


Make-A-Wish Foundation

A wish experience can be a game-changer for a child with a life-threatening medical condition. This one belief guides us in everything we do at Make-A-Wish®. It inspires us to grant wishes that change the lives of the kids we serve. It compels us to be creative in exceeding the expectations of every wish kid. It drives us to make our donated resources go as far as possible.

David and Nikki enjoy volunteering as Wish Granters. Wish granters meet the family, help the wish child determine the wish and act as a liaison between Make-A-Wish staff members and the family during the planning process.

We grant the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength and joy.”


Saving Case

This organization has pulled on David’s heartstrings for over 10 years, and it has led him to serve on the board in several capacities since 2008. Saving Case & Friends, Inc. is a nonprofit research & advocacy foundation started in 2014 with a mission of finding and funding a cure for Hunter Syndrome. Hunter Syndrome, also called Mucopolysaccharidosis II, is a very rare genetic disease that affects approximately 2,000 boys worldwide and causes progressive loss of cognitive and physical abilities with an average life span of 12-15 years old. The organization was founded by Melissa & Chris Hogan after their son Case was diagnosed at the age of two with the condition and they had to watch him lose skills and watch his new-found friends lose the ability to talk, walk, and eat, and eventually pass away. Saving Case & Friends has worked tirelessly with academic, industry, and regulatory partnerships to streamline the research and regulatory processes in order to bring effective treatments to clinical stage and eventually to market. Its mission is to save this generation of boys. A cure is on the horizon.

Click to learn more about Project ALIVE


Country Music Hall of Fame

Our office has a deep passion in supporting the thriving music community here in Nashville, ranging from building financial plans for songwriters and artists, to donating money to non-profits that help keep this industry growing. The Country Music Hall of Fame® and Museum is operated by the non-profit, educational Country Music Foundation® (CMF). The mission of the Country Music Hall of Fame® and Museum is to identify and preserve the evolving history and traditions of country music and to educate its audiences. Functioning as a local history museum and as an international arts organization, the Country Music Hall of Fame® and Museum serves visiting and non-visiting audiences including fans, students, scholars, members of the music industry, and the general public-in the Nashville area, the nation, and world.


Songs Against Slavery

After attending one of their events and hearing testimonies from victims of sex trafficking, we had to get behind this organization. Experts estimate that at least 100,000 children each year are trafficked into the United States. That doesn’t even include the thousands of adults who are trafficked daily. Sex trafficking is modern day slavery, and Songs Against Slavery is a non profit that works to empower and inspire communities to join the fight against this terrible situation. We’ve partnered with this cause to raise awareness and funds through benefit concerts and partnering with local musicians. Learn more at

Raymond James is not affiliated with and does not endorse the opinions or services of any of the aforementioned organizations.
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