The Professional Advisory Council

McLeod Health Foundation, through the efforts of its Legacy Gifts Development Committee, has formed the Professional Advisory Council (PAC) composed of local estate planners, financial planners, and business professionals.

For a complete list of the members and their contact information, please click here.

“Those of us on the Legacy Gifts Committee saw the need for a forum in which to gather local advisors for fellowship and education. The more informed we as advisors become, the better we can assist those clients who desire to benefit charitable organizations like the McLeod Health Foundation,” Mike Roberts, first PAC Chairman, shared.

The Professional Advisory Council will work closely with McLeod’s philanthropic planning consultant, James E. Connell, FAHP, CSA, to guide the future efforts of informing our community of the many personal and financial benefits of charitable gift strategies.

PAC members meet quarterly for lunch and a presentation on a topic of interest to the group. PAC members are also available for presentations to community groups upon request.

Scott Mitchell
Chief Investment Officer at Signature Wealth Strategies



Scott Mitchell, Chairman
Signature Wealth Strategies

Alison M. Benson, CPA
Burch, Oxner & Seale

John R. Chase, Jr. CFP
Janney Advisors

Richard E. Conner, Jr., M.A., J.D., LL.M.
The Conner Law Firm

Julie A. Cord
New York Life Insurance Company

John Jay James, II, J.D.
LL.M., Paulling & James

Erik Marechal
McLean Marechal Insurance

Albert A. Munn, IV, CPA
Munn & Associates, PC

Robert H. Sasser, III
Managing Director of Crescent Advisory Partners of Raymond James

John M. Scott, III, J.D.
LL.M., Haynsworth Sinkler Boyd, P.A.


For information regarding legacy giving, please contact:
McLeod Health Foundation
P.O. Box 100551
Florence, SC 29502
(843) 777-2694
(843)777-5147 fax
Elizabeth Jones, Development Officer

For more information or a confidential discussion of your charitable options, please
email or call, Elizabeth Jones, at (843) 777-2694.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. Donor stories and photographs are for purposes of illustration only. As with all tax and estate planning, please consult your attorney or estate specialist. You may also contact a member of the Professional Advisory Council. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Legacy Giving section has been developed for McLeod Health Foundation and is owned by Future Focus. Please report any problems to section webmaster.