Professional Advisor Network

Jim Carolan, Senior Estate Attorney for EWM Legal Solutions

Being an estate attorney means that every day I have the opportunity to help clients with the two most important things in their life, everything they own and everyone that they love. I love helping people protect what they’ve built. The Professional Advisor Network allows me to make connections and pick the brains of other professionals and learn how to serve my clients better.

Baili Roy CFP®, Associate Wealth Advisor & Recruiting Specialist

As a wealth advisor, I think about philanthropy strategically, proactively planning to ensure each dollar is given thoughtfully to maximize the impact for our clients and the causes they support. The American Heart Association’s Professional Advisor Network provides valuable resources that support my planning process and aids in preparation for meaningful legacy conversations with clients. Members benefit greatly from exclusive communications, including a monthly e-newsletter which is a combination of technical insight on estate and tax legislation and commentary that goes beyond the numbers to tap into the human side of charitable planning. In addition to the American Heart Association’s commitment to providing top-tier educational resources, I appreciate the network's ability to connect individuals whose personal and professional values are aligned, providing us opportunities to collaborate with other subject matter specialists across the country to advance each other's careers.