James Wolter
President
- Telephone
- (615) 468 - 8048 ext. 7012
- jwolter@legacytreefoundation.org
Jim Wolter has been involved in the charitable planned giving arena since 2000. In his role as President of LegacyTree Foundation, Jim has oversight responsibilities for all facets of the charitable partnerships and charitable planned giving transactions that are entered into by the organization.
Nanette Beebe
Vice President of Development
- Telephone
- (615) 468 - 8048 ext. 7011
- nbeebe@legacytreefoundation.org
Nanette began her career in the nonprofit arena in 2002 as a specialist in real estate as it pertains to charitable planned giving. One of her primary responsibilities is to administer all aspects of compliance related activities for LTF, including state and federal registrations and regulatory filings.
Annette Johnson
Vice President of Development
- Telephone
- (615) 468 - 8048 ext. 7010
- ajohnson@legacytreefoundation.org
Annette Johnson has worked in the charitable and non-profit arena since 2006. Prior to her work in the non-profit sector, she spent over 20 years in the financial services industry as a Series 7, Series 24, and Series 66 registered representative with UBS, PaineWebber and J.C. Bradford.
W. Robert Smith, AAMS®
Senior Case Design Specialist
- Telephone
- (615) 468 - 8048 ext. 7014
- rsmith@legacytreefoundation.org
Robert Smith comes to Legacy Tree with twenty plus years in the financial services industry as a Financial Advisor before selling his practice and entering the charitable planning industry. Robert held Series 7 and Series 66 license as a First Vice President of Investments and Registered Investment Advisor with several respected regional investment firms.
Kyle Davis
Case Design Specialist
- Telephone
- (615) 468 - 8048 ext. 7015
- kdavis@legacytreefoundation.org
Kyle Davis came to LegacyTree Foundation with over 13 years’ experience in the financial services industry as a Financial Advisor among other roles before entering the charitable planning industry. Kyle holds a Series 7 and 66 securities license as well being a licensed Life, Health and Accident agent with the well-respected investment firms of Morgan Keegan, CUNA Mutual and VALIC/AIG.
Pamela Vickers
Marketing and Administrative Coordinator
- Telephone
- (615) 468 - 8048 ext. 7013
- pvickers@legacytreefoundation.org
Pam Vickers has worked with charitable and non-profit foundations since 1987. She has extensive experience in marketing and publications as well as database management and coordinating all things administrative related to charitable programs.