Giving Back

At Pentas we are strong believers in giving back to our communities and advocates of supporting organizations that make our communities stronger.  Members of our team not only volunteer with local and state organizations, but serve on the boards of several non-profit as we believe that giving our time is an investment in our communities.   Annually, every team member is given eight hours of paid time to volunteer at the organization of their choice and Pentas makes a contribution to the organizations that the team members support individually.  Over the past five years Pentas Wealth Management has donated in excess of $100,000 to the charities and non-profits in the communities in which we work and live.  Fostering community engagement is one reason Pentas is recognized in the community and another reason why clients seek out the advisors at Pentas.

Giving Back

Pentas employees make it a priority each year to support our local United Way chapter. In our most recent volunteer effort, we participated in Colquitt County United Way’s 25th annual Day of Action. During the event, we spent time aiding the American Red Cross, where over 150 disaster relief comfort kits were prepared to distribute to local crisis victims. At Pentas, we believe in the importance of giving back to our community, and we are thankful for any chance to help those in need.

To learn more about how you can make a difference, visit the American Cross website at: https://www.redcross.org/

Pentas recently had the opportunity to sponsor this year’s Whiskey and Wildlife Event during the Art of the Hunt week to benefit the Colquitt County Arts Center. In sponsoring this event, we were able to support the Volunteer Arts Alliance, whose mission is to raise funds for our local arts center. We are always thankful for the opportunity to highlight a local cause.

If you are interested in supporting the arts or in learning more about the Art of the Hunt events, please view the website by clicking the link below:

artofthehunt.org

One of the most rewarding parts of our company’s annual Client Appreciation Dinner is our canned food drive. We encourage all attendees to bring canned goods to our event, and Pentas matches the total number of canned food items donated by clients. With the help of our clients, we were able to donate over 150 canned goods to our local food bank. We are always grateful for any opportunity to give back to our community.

On Saturday, October 14th, Pentas advisor Stevan Jones captained Team LIAM UNITED in the 21st annual Jacksonville Buddy Walk to benefit the Down Syndrome Association of Jacksonville.

Fraley Carlton, President

Fraley is a firm believer in supporting and practicing in her community. Fraley currently serves on the
boards of the Community Foundation of South Georgia, the Boys and Girls Club of Moultrie/Colquitt
County, and the Raymond James Women’s Advisory Counsel. She is a past board member of the United
Way of Colquitt County. Girl Scouts of Historic Georgia, the Main Street Park Group, and the Moultrie Service League. Fraley was honored to be named on the Forbes 2020, 2022, 2023, and 2024 Top Women list. Wealth Advisor list, ranking of their top 1000 female advisors across the US who are recognized for their dedication to their clients and their communities. For award and designation disclosures, please click here.

The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The ranking is based on the period from 2/4/22 to 9/30/22 and was released on 2/01/2023. Research summary (AS of February 2023) 38,314 nominations were received, and approximately 1,700 women won based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be repetitive of an individual”s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award or ranking. Raymond James is not affiliated with Forbes or Shook Research LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisor/ for more information.

The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. The ranking is based on the period from 2/4/22 to 9/30/22 and was released on 2/01/2023. Research summary (AS of February 2023) 38,314 nominations were received, and approximately 1,700 women won based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be repetitive of an individual”s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award or ranking. Raymond Ames is not affiliated with Forbes or Shook Research LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisor/ for more information.

Giving Back
Stevan Jones, Vice President

Stevan is committed to making a positive impact in his local community. He has served as the past Chairperson of the Community Service Committee and board member of the Rotary Club of South Jacksonville. He is also an active supporter of the Down Syndrome Association of Jacksonville’s BuddyWalk, through participation and fundraising efforts for over 10 years. Stevan has also been an active volunteer for the Amelia Island Concours d’Elegance benefitting Spina Bifida and Community Hospice of Northeast Florida.

Giving Back
Richard M. Martin, Vice President

A leader in the local community, Richard is an active member of the Hasan Temple A., A., O., N., M., S. and past President of the Albany Shrine Club, 1st and 2nd Ceremonial Master Hasan Temple, Public Relations Co-Chairman, and currently serving as a member of the Shriner Hospital in Tampa Board of Governors responsible for the overseeing all things related to the Tampa Hospital. The Shriners are focused on raising awareness and funds to support the Shriners Hospitals for Children, which specializes in treating children with spina bifida, cleft lip and palate, and burns.

Richard also serves on the Board of Trustees for Lily Pad SANE Center. The Lily Pad SANE Center is an umbrella organization that houses the Firefly House Children’s Advocacy Center, the Boren Center for Sexual Violence, Court Appointed Special Advocates (CASA) Program, Parents Accessing Visitation and Education Services (PAVES), and System of Care Dougherty.

Giving Back
Jay Poole, CFP®, MSFP, AAMS®, Vice President

Jay has a passion for education and volunteers a lot of his time and experience to local schools. He is a current member of the Board of Directors and past chairman and president of the Board of Directors of Belmont Academy, a charter school for kids aged pre-K through 12th grade in Lake City. In the past, Jay has been a classroom volunteer at Belmont Academy, Pinemount Elementary, and Melrose Elementary. One of his favorite times was as a kindergarten volunteer, where he read weekly to the class and helped children learn site words. Jay loved to see the growth of students from the beginning of the year as they gained confidence in their abilities. Jay is also a member of the Moultrie Rotary Club.

Giving Back
Beverly Jimenez, Branch Associate

Beverly sponsors a boy in Colombia through Compassion International.

She is also affiliated with the following charities: Yours Lord, K-Love Radio, GOD TV, Kenneth Copeland, and Sid Roth.

Giving Back
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