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Foundation of Broward
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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.

Sincerely,
 

Louis C. Anderson Law Office, LLC
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. 
Gunster

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
 

 

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May 30, 2014

May 30, 2014

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May 3, 2013

February 1, 2013

September 5, 2012

August 21, 2012

 
Broward County Community Foundation
 
 
   
Broward County Inspiring Philanthropy over 25 years