Broward County Community Foundation Logo Broward County Inspiring Philanthropy over 25 years
Sign Up for Our Newsletter Broward County Community Foundation Contact Us Broward County Community Foundation Site Map     Broward County Community Foundation Search Button
Broward County COmmunity Foundation


PhilNet Login page

Ways to Give

Resources For Advisors

Your Philanthropy

© Copyright 2017 by Community
Foundation of Broward
Privacy and Security Policies

Professional Advisors Council


The Professional Advisors Council of the Community Foundation of Broward is composed of legal, wealth management, accounting and insurance professionals who work with the Community Foundation to help their clients achieve philanthropic goals.


Membership is by invitation only and exclusive to professionals who have successfully referred a client to the Community Foundation. 

Members share their expertise with fellow professional advisors on how to effectively integrate philanthropy into conversations with clients. The Council also advises the Foundation about the changing needs of professional advisors and helps broaden the circle of advisors who recommend the Foundation to their clients. As a result, we help all of Broward County by connecting donor visions with community needs.

Through the Council, professional advisors attend education sessions, receive monthly legislative updates, special reports and are featured in our publications.

These are just some of the ways Professional Advisors Council members assist the Foundation in our role to build a stronger community. In return, the Foundation helps to deepen our client relationships by serving as the charitable arm of our professional teams.

To learn more, contact the Foundation at 954.761.9503.  Together, we can make Broward County an even better place to live.



Kurt D. Zimmerman, Esq. 
Zimmerman & Associates, P.A.
Chairman of the Professional Advisors Council

Resources for Advisors are made possible through the generosity of the
William R. Watts Foundation.

 Council Members
Frank T. Adams, Esq. 
Dunwody White & Landon, P.A.
Louis C. Anderson, Esq. 
Louis C. Anderson Law Office, LLC
Richard A. Berkowitz , JD, CPA
Berkowitz Pollack Brant Advisors
and Accountants
Jeffrey N. Blaze, CFP® 
FDR Financial Group
Judy B. Bonevac, Esq. 
Judy Barringer Bonevac, P.A.
Francis B. Brogan, Jr., Esq. 
Greenberg Traurig, LLP
Ralph M. Byer 
Merrill Lynch
John Cartledge 
UBS Financial Services, Inc.
Lowell J. Chick, CPA, MBA 
Chick and Karo, CPA's, P.A.
Christina M. Cleveland, FA 
Merrill Lynch
Alan B. Cohn, Esq. 
Greenspoon Marder, PA
Richard G. Coker, Jr., Esq. 
Coker & Feiner, P.A.

Joan K. Crain, TO
BNY Mellon Wealth Management
James B. Davis, Esq. 

Lawrence L. Davis, LLM, CPA
Law Office of Lawrence L. Davis, PA
David J. Diaz, CFP® 
Merrill Lynch
James M. Dolan, CPA 
James M. Dolan, P.A.
Frank B. Dolph III 
Frank B. Dolph III & Associates
Mary Sue Donohue, Esq. 
Law Offices of Mary Sue Donohue
Pamela A. Fau, TO 
SunTrust Bank, South Florida, N.A.
Ralph L. Focaracci CPA
Ralph L. Focaracci, P.A.
John P. Friedrich Esq.
Friedrich & Friedrich, P.A.
Charles A. Goff, Esq. 
Casoria & Goff, P.A.
Adam S. Goldberg, Esq. 
Krause & Goldberg, P.A.
Deborah P. Goodall, Esq. 
Goldman Felcoski & Stone PA
Katherine N. Guida, TO 
The Northern Trust Company
Marie C. Hansen, TO 
The Northern Trust Company
Douglas F. Hoffman, Esq. 
Rudolf & Hoffman, P.A.
Jennifer Jones, LLM, CFP
Nostro Jones Attorneys at Law
Robert B. Judd, Esq. 
Hackleman, Olive and Judd, P.A.
Thomas O. Katz, Esq. 
Katz Baskies LLC
Robert L. King, Esq. 
Robert L. King Law Office
Robin J. King, Esq. 
Shutts & Bowen, LLP
Tracey Kinker, CPA 
Tracey J. Kinker CPA, P.A.
Curtis J. Kuramoto 
Merrill Lynch
John Lacy, FA 
Merrill Lynch

James B. LaBate
The LaBate, Tidwell Group
at Morgan Stanley

John Lacy, FA
Lacy Group/Merrill Lynch Financial Advisory Team
Stephen J. LaForte 
BNY Mellon Wealth Management
Christine L. Lambertus, Esq. 
Lambertus & Lambertus, P.A.

Jody Leslie, Esq. 
Leslie & McLaughlin, LLP
Vladimira Libansky, Esq. 
Robert L. King Law Office
Jack R. Loving, Esq. 
Loving Scully Law Group, PLLC
Kristen M. Lynch, Esq., AEP, CISP, CTFA 
Lubell Rosen
Anne B. MacLean, Esq. 
MacLean and Ema, P.A.
Mark R. Maller 
TD Wealth Private Client Group
Patricia Martinez 
MassMutual South Florida Agency 132
Donald B. Medalie, Esq. 
Medalie & Medalie, P.A.
Greg Medalie, Esq. 
Medalie & Medalie, P.A.
Kenneth R. Mikos, Esq. 
Kenneth R. Mikos, P.A.
Cort A. Neimark, Esq. 
Lubell & Rosen
Lucinda Golfin Ortigao 
SunTrust Bank, South Florida, N.A.

Peter A. Portley, Esq.
Portley & Sullivan
Raymond J. Powers 
Powers & Disque, C.P.A., P.A.
Carlos J. Reyes, Esq. 
Reyes Law Group, P.A.
Jennifer J. Robinson, Esq. 
Northern Trust Bank of Florida
Charles D. Rubin, Esq. 
Gutter Chaves Josepher Rubin Forman Fleisher, P.A.
Gary L. Rudolf, Esq. 
Rudolf & Hoffman, P.A.
Gregory J. Schaeffer 
Morgan Stanley
Barry S. Schinder, Esq. 
Barry S. Schinder, P.A.
Ilene S. Schnall J.D., LLM 
Ilene S. Schnall, PA
David M. Scully Jr., Esq.
Loving Scully Law Group, PLLC
Jeffrey S. Selzer, Esq. 
Selzer & Weiss, Attorneys at Law
Barbara A. Shore, Esq. 
Barbara Ann Shore, P.A.
Jeffrey Shover 
Morgan Stanley
William A. Snyder, Esq. 
Snyder & Snyder, P.A.
William F. Sullivan, Esq. 
Portley and Sullivan
Eric W. Sulzberger, Esq. 
Law Offices of Sulzberger & Sulzberger
Benjamin A. Tobias, CFP®, CPA/PFS, CIMA®, AIF® 
Tobias Financial Advisors

John Torregrosa
UBS Financial Services, Inc.
Charles L. Verner 
UBS Financial Services, Inc.

Debra Vogel
  Wells Fargo  
Jo Ann Voight, CPA 
Jo Ann Head Voight, PA, CPA
Patricia R. Voss, Esq.
Patricia R. Voss, P.A.
John M. Walsh, JD
Fusion Analytics Investment Partners, LLC
Misty Weinger, CPA/CFF, CVA 
Kofsky, Hartman & Weinger, PA
Steven H. Woods, CPA 
Keefe, McCullough & Co., LLP

Christine Yates, Esq.
Tripp Scott Attorneys at Law
Charles D. Zalakar, CTFA 
The Northern Trust Company
Kurt D. Zimmerman, Esq. 
Zimmerman & Associates, P.A.


Broward County Community Foundation



Broward County Community Foundation
Broward County Inspiring Philanthropy over 25 years