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Weatherly in the Community

Weatherly’s commitment to provide quality services extends beyond the work we do with clients and colleagues. As we advise many of our clients in aspects of charitable giving, our outreach extends beyond the numbers as our team also dedicates time, effort and resources to various sectors of the charitable community.

 

In the past year, Weatherly has partnered with a number of charitable organizations allowing our team to build new relationships and extend our volunteering network. Check out a few of the events Weatherly has recently been involved in!

 

Supported by the Susan G. Komen Foundation, the Walk for Cure passes through the city of Del Mar every year. Our team volunteers for the walkers by providing water, food, and support! In combining our time and charitable donations, Weatherly has been long time supporters of this organization.

 

Pictured: President Carolyn Taylor, and Wealth Management Associate Ryan Richardson
providing water and snacks to walkers hard at work!

 

As hunger is a global concern, we see its heavy effect within our community and the greater San Diego area. This past November 2015, Weatherly partnered with Feeding America to help get our team involved. The organization not only provides many avenues of support, but also is a great resource and educator on how to fight hunger, reduce food waste, and help families in need. See our behind the scenes experience at Feeding America below, or visit our Facebook page here, and let us know if you’d like to get involved!  

  

Pictured: Carolyn Taylor, Cole Hansen, Kelli Ruby, Miranda Duggan, and Ryan Richardson –
sorting donated food and checking expiration dates!

 

Pictured left to right: Carolyn Taylor, Candise Holmlund, Miranda Duggan, Ryan Richardson,
Lindsey Thompson, Cole Hansen, Brent Armstrong, Ashley Copp, Kelli Ruby

 

Weatherly’s upcoming event will be a volunteer day with the Helen Woodward Animal Center. It is safe to say our crew is an animal loving one, so we are looking forward to this new opportunity. Local to San Diego, this organization is a non-profit, no-kill animal shelter that offers all things from adoption events to pet boarding! Stay up to date on our Firms involvement as the summer progresses!

 

We ask that our clients and colleagues keep us apprised of giving and volunteering opportunities as we are continuously looking for ways to get involved and expand our network and knowledgebase. Email us your ideas at carolyn@weatherlyassetmgt.com or give us a call at (858) 259-4507.

 

For more information on how you can get involved with both giving and volunteering, please feel welcome to reach out to our team. Weatherly is able to facilitate connections and provide recommendations on volunteering events, charitable organizations, and charitable giving. Ask any of our advisors how you can get started!