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:

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:

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 participating 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 Council. 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 Top Women Wealth Advisors list, a ranking of the top 1000 female advisors across the US who are recognized for their dedication to their clients and their communities. Fraley is also the recipient of the 2017 Raymond James Financial Services Woman of Distinction award given in recognition of her commitment to her community by her firm. For award and designation disclosures, please click here.

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 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. He is also a volunteer at Belmont Academy and led the effort to digitize their library books and checkout system. He volunteers monthly at Summers Elementary as a Mentor for their Men in Training Program for boys in grades 3-5. This program awards good behavior with a day of having fun and interacting with men from the community. He is a member of the Community Advisory Board of Haven Hospice. Jay is very active in the Lake City Shrine Club and Lake City Masonic Lodge where he is the liaison to Summers Elementary and coordinates the Lodge’s monthly Teacher of the Month Program.

Giving Back
Ryan Hancock, Financial Advisor

Ryan is a great addition to the team, both as a financial advisor and as someone who has been passionate about community service for over a decade. Ryan is committed to giving back to his community and to the organizations that have helped him succeed. He has been a member of the Rotary Club since 2010 and is recognized as a Paul Harris Fellow, which reflects his continual support of Rotary Club endeavors. Ryan is a former board member of both Leadership Georgia Banking and the Chamber of Commerce of Berrien County.

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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