Communities of Coastal Georgia

"Working with the community foundation is a 'win-win' experience for my client and for me as a professional advisor." J. Jay Robinson, Jr., Senior Vice Presidnet, Wealth Advisor and Investment Consultant with Morgan Stanley in Jacksonville, FL, is no stranger to family philanthropy or to coastal Georgia, having grown up watching his father serve as wealth advisor and investment consultant to many families in the Golden Isles for nearly four decades until his retirement.

"Having worked with The Community Foundation in Jacksonville in the past, I was very pleased to see that coastal Georgia made the commitment to offer the same services. I've worked with Lee at the Communities of Coastal Georgia Foundation for nearly three years now.  She has been able to match my clients' personal charitable interests with their tax planning needs and has helped achieve a wide range of charitable goals.  My clients like the fact that they are able to meet in person with local experts whose interests are aligned with theirs.  They also like the fact that they can retain their anonymity in giving to local charities if they so choose."