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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,
 

Kurt-Zimmerman-Headshot.jpg

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
 
Louis C. Anderson, Esq.
Louis C. Anderson Law Office, LLC

Frank T. Adams, Esq.
Dunwody White & Landon, P.A.

Richard A. Berkowitz, JD, CPA
Berkowitz Pollack Brant Advisors and
Accountants

Jeffrey N. Blaze, CFP®
FDR Financial Group, Inc.

Judy B. Bonevac, Esq.
Judy Barringer Bonevac, P.A.

Francis B. Brogan, Jr., Esq.
Greenberg Traurig, LLP

Ralph M. Byer
Merrill Lynch Wealth Management

Cynthia Borders-Byrd, CPA
C. Borders-Byrd, CPA, LLC

John Cartledge
UBS Financial Services, Inc.

Kathleen M. Casey, Esq.
Kathleen M. Casey Law Office

Lowell J. Chick, CPA, MBA
Chick and Karo, CPA’s, P.A.

Christina M. Cleveland, FA
Merrill Lynch Wealth Management

Alan B. Cohn, Esq.
Greenspoon Marder

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
Lawrence L. Davis, P.A.

David J. Diaz, CFP
Merrill Lynch Wealth Management

James M. Dolan, CPA
James M. Dolan, P.A.

Frank B. Dolph III
Frank B. Dolph III & Associates

Mary Sue Donohue, Esq.
DG Law/Bridging Generations LLP

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.

Adam S. Goldberg, Esq.
Krause & Goldberg, P.A.

Deborah P. Goodall, Esq.
Goldman Felcoski & Stone, P.A.

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 W. Jones
Nostro Jones, P.A.

Robert B. Judd, Esq.
Hackleman, Olive and Judd, P.A.

Thomas O. Katz, Esq.
Katz Baskies & Wolf PLLC

Robert L. King, Esq.
Robert L. King Law Office

Robin J. King, Esq.
Perlman, Bajandas, Yevoli & Albright P.L.

Tracey Kinker, CPA
Tracey J. Kinker, CPA, P.A.

James B. LaBate Jr.
The Office of James B. LaBate

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


 
Beth E. Linzner, Esq.
Beth E. Linzner, P.A.

Jack R. Loving, Esq.
Loving Scully Law Group, PLLC

Kristen M. Lynch, Esq.
Lubell & Rosen

Anne B. MacLean, Esq.
MacLean & Ema, P.A.

Mark R. Maller
Wells Fargo Advisors

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.

Barry Mukamol, CPA, PFS, ABV, CIRA, CFE, CFF
Kapila Mukamol CPAs

Cort A. Neimark, Esq.
Lubell & Rosen

Peter A. Portley, Esq.
Portley and Sullivan

Raymond J. Powers
Powers & Disque, CPA, P.A.

Carlos J. Reyes, Esq.
Reyes Law Group, P.A.

Jennifer J. Robinson, Esq.
The Northern Trust Company

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, P.A.

David M. Scully, Jr., Esq.
Loving Scully Law Group, PLLC

Jeffrey S. Selzer, Esq.
Selzer 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®
Tobias Financial Advisors

John Torregrosa
UBS Financial Services, Inc.

Emilie M. Tracy, P.A.
Emilie M. Tracy, Esq.

Charles L. Verner
UBS Financial Services, Inc

Debra Vogel
Wells Fargo

Jo Ann Voight, CPA
Jo Ann Head Voight, CPA, P.A.

Patricia R. Voss, Esq.
Patricia R. Voss, P.A.

John M. Walsh, JD
Fusion Analytics Investment Partners, LLC

Misty Weinger, CPA/CFF, CVA
Kofsky Weinger, P.A.

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.
Chairman of the Professional Advisors Council

 

 

 
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