2013_CLA_Dinner_Journal.pdf
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helpinghands
Because of your
the world is a better place
Congratulations to the 2013 Community Leadership Awards finalists.
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Opportunity
to Give Back.FIDELITY INVESTMENTS IS PROUD TO BE A PLATINUM SPONSOR OF THEINVEST IN OTHERS CHARITABLE FOUNDATION
COMMUNITY LEADERSHIP AWARDSAND TO SUPPORT THE
EFFORT TO EMPOWER THOSE WHO ARE COMMITTED TO SERVING OTHERS IN
THEIR PROFESSIONAL AND PERSONAL COMMUNITIES.
EVERYNEWDAYPRESENTSAN
The registered trademarks and service marks appearing herein are the property of FMR LLC.
The Invest in Others Charitable Foundation is an independent organization and is not affiliated with Fidelity Investments.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLCor Fidelity Brokerage Services LLC, Members NYSE, SIPC.
200 Seaport Boulevard, Z2F, Boston, MA 02210
2013 FMR LLC. All rights reserved.
572294.13.0
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We
believeevery contribution
can make a
profound impact!"#" %&'()* +,*-. .)/,01. 021 3456 7&88,*90: ;1)-1'.29< =>)'ds nalists
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50 Rockefeller Plaza New York, NY 10020 1-800-WP CAREY www.wpcarey.com
Investing for the Long Run
Founded in 1973, W. P. Carey Inc. is a publicly traded REIT (NYSE: WPC) that provides long-term sale-leaseback and
Through its CPAseries of non-traded REITs, W. P. Carey continues to help companies around
the globe realize the capital tied up in their real estate.
W. P. Carey Congratulates the Finalists of the
2013 Community Leadership AwardsCommunity Service
Bruce E. Fyfe, ProVise Management Group, LLC
Craig W. Henderson, C. W. Henderson & Associates, Inc.
Brian Keith Moon, West Texas Investment Advisors / SCF Securities
Global Community Impact , True North Asset Management
Bob Condon, Foundation Investment GroupJessica Jones, Edward Jones
Mentoring ExcellenceDavid L. Grey, Grey Investments LLC
Brett W. Hoge, BB&T Scott & Stringfellow
Jeffrey L. Rotsky, Morgan Stanley Smith Barney
Volunteer TeamChris Kittrell, Rather & Kittrell Capital Management
Van Mason and Amy Treat, StoneRidge Wealth Management
John L. McKeever, III,FAODV
Volunteer of the YearMichael J. Swallow,
Debra Brennan Tagg, Brennan Financial Services
Hatim Smouni, Merrill Lynch
Michael J. Swallow,
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Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed
globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally by investment
banking affiliates of Bank of America Corporation (Investment Banking Affiliates), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp.,
both of which are registered broker-dealers and members of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. Investment products o ffered by Investment Banking Affiliates: Are Not FDIC Insured
May Lose Value Are Not Bank Guaranteed. 2013 Bank of America Corporation
Making things better one life at a time.
Thank you for leading the way. Bank of America Merrill Lynch is proud to support the Invest
in Others Charitable Foundation and the Seventh Annual Community Leadership Awards.
Congratulations to the 2013 finalists for your outstanding philanthropic efforts.
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!"# %&'#( )*+,-./0*,
Congratulates the nalists and honorees
of this years
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RETIREMENT PLANSANNUITIES|LIFE INSURANCE| |MUTUAL FUNDS
Nationwide Financial is proud to support the
2013 Community Leadership Awards.
CONGRATULATIONS
2013 COMMUNITY LEADERS
Nationwide, Nationwide Financial and the Nationwide framemark are service marks of Nationwide Mutual Insurance Company. Nationwide Investment Services Corporation, member FINRA. In MI only: Nationwide Investment Svcs. Corporation.
2013 Nationwide Financial Services, Inc. All rights reserved.NFM-9765AO-LP.2 (7/13)
Wed like to say thank you to those who go the
extra mile to invest in their communities every day.
Congratulations to the award honorees and finalists!
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Giving back to help build
stronger
communities.
Thats Better thinking. Together.
Natixis is proud to support the 2013 Community Leadership Awards.
691730
ADUS193-0813
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Van Eck congratulates the
2013
Community Leadership
Awards Finalists
M U T U A L F U N D S n M A R K E T V E C T O R S E T F s / E T N s n I N S U R A N C E F U N D S n S M A s n A L T E R N A T I V E I N V E S T M E N T S
Van Eck Associates Corporation
335 Madison Avenue |New York, NY 10017
vaneck.com | 800.826.2333
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Broadridge applauds the efforts of this
years 2013 Community Leadership
Award Honorees & The Invest in Others
Charitable Foundationfor all they do toenrich lives and communities.
Broadridge.com
Broadridge Financial Solutions, Inc. is the leading provider of investorcommunications and technology-driven solutions for broker-dealers, banks,
mutual funds and corporate issuers globally.
2013 Broadridge Financial Solutions, Inc., Broadridge and the Broadridge logo are registered
trademarks of Broadridge Financial Solutions, Inc.
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Community
Leaders,Making
an ImpactAs a proud sponsor of the 2013 Community Leadership
Awards, CNL Securities congratulates all award finalists
and honorees for the impact that they have made in their
communities. You are an inspiration to us all.
CNL Securities is a member of FINRA/SIPC.
www.CNLSecurities.com
2013 CNL Intellectual Properties, Inc. All Rights Reserved.
CNL and the Squares Within Squares design trademarks are used under
license from CNL Intellectual Properties, Inc.
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Macquarie Capital Ad
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and salutes this years fnalists and honorees.
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Resource Real Estate Ad
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Congratulates the
Invest in Others201Community Leadership
Awards Finalists
and Honorees
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wellsfargo.com 2013 Wells Fargo Bank, N.A.All rights reserved.
Member FDIC. 121949 08/13
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2013 Citigroup Inc. All rights reserved.
Citi and Citi with Arc Design are registered service marks of Citigroup Inc.
Investing inpeople today for abrighter tomorrow.
Citi applauds the work of
Invest in Others CharitableFoundation, Inc.
We continue to support
you and your efforts toward
social and economic change.
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