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© Copyright 2011 by Community
Foundation of Broward
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Professional Advisors Council

 

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

 

Membership is exclusive to professionals who have worked closely with the Community Foundation of Broward, and is by invitation only. 


Members of the Community Foundation’s Professional Advisors Council share their expertise with fellow professional advisors on how to effectively integrate philanthropy into conversations with clients. The Council also advises the Community 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 weekly legislative updates 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.

To learn more, contact Barbara Witte, VP Philanthropic Services at 954-761-9503 x 106.  Together, we can make Broward County an even better place to live.

Sincerely,

Christine L. Lambertus, Esq.
Lambertus & Lambertus, PA
Chairman of the Professional Advisors Council

 

Council Members


 Frank T. Adams, Esq.
Katz Barron Squitero Faust

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

Norma Berkman, CPA
Ever and Company, PA

Penelope Blair, TO, CTFA
U.S. Trust, Bank of America Private Wealth Management

Jeffrey N. Blaze, CFP
FDR Financial Group

Lesleen Bolt
Morgan Stanley

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

Ralph M. Byer
Merrill Lynch

John Cartledge
UBS Wealth Management

Christina M. Cleveland, FA
Merrill Lynch

Alan B. Cohn, Esq.
Greenspoon Marder, PA

Richard G. Coker, Jr., Esq.
Coker & Feiner, PA

Joan K. Crain, TO
BNY Mellon Wealth Management

David J. Diaz, CFP ®
Merrill Lynch

James M. Dolan, CPA
James M. Dolan, PA

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

Mary Sue Donohue, Esq.
Buckingham, Doolittle & Burroughs, LLP

Pamela A. Fau, TO
SunTrust Bank, South Florida, NA

Ralph L. Focaracci, CPA
Ralph L. Focaracci, PA

John P. Friedrich, Esq.
Friedrich & Friedrich, PA

Charles A. Goff, Esq.
Casoria & Goff, PA

Adam Scott Goldberg, Esq.
Krause & Goldberg, PA

Henry Goode III, FA
Spartan Strategies Group

Katherine N. Guida, TO
Northern Trust

Marie Camp Hansen, TO
Northern Trust

Marlon A. Hill, Esq.
Delancy Hill, PA

Douglas F. Hoffman, Esq.
Rudolf & Hoffman, PA

Kenneth M. Jones, Esq.
Moody, Jones & Montefusco, PA

Robert B. Judd, Esq.
Gunster

Thomas O. Katz, Esq.
Katz Baskies, LLC

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

Robin J. King, Esq.
Buchanan Ingersoll & Rooney PC

Leonard Kinker, CPA

Tracey Kinker Gebert, CPA
J.D.Gilbert & Co., CPAs

Curtis J. Kuramoto
Merrill Lynch

John Lacy, FA
Merrill Lynch

Stephen J. LaForte
BNY Mellon Wealth Management

Jody Leslie, Esq.
Leslie & McLaughin, LLP

Vladimira Libansky, Esq.
Robert L. King Law Office

Rosemary Lindsey, Esq.
Rosemary Lindsey, LLC

 Jack R. Loving, Esq.
Law Office of Jack R. Loving 

 David Lum, CFP
Merrill Lynch

 Kristen M. Lynch, Esq.,
CISP, CFTA, AEP
Ruden McClosky, PA

Anne B. MacLean, Esq.
MacLean and Ema

Mark R. Maller
Citi Private Bank in Florida

Patricia Martinez
MetLife--New England Financial

Anne J. McPhee, Esq.
Snyder & Snyder, PA

Donald B. Medalie, Esq.
Medalie & Medalie, PA

Greg Medalie, Esq.
Medalie & Medalie, PA

Kenneth R. Mikos, Esq.
Kenneth R. Mikos, PA

James Murphy
Merrill Lynch

Cort A. Neimark, Esq.
Fowler White Burnett, PA

Lucinda Ortigao Golfin
SunTrust Bank/South Florida, N.A.

Frederick F. Perry
U.S. Trust, Bank of America Private Wealth Management

Peter A. Portley, Esq.
Law Offices of Portley & Sullivan

Raymond J. Powers, CPA
Powers & Disque, CPA, PA

Carlos J. Reyes, Esq.
Reyes Law Group, PA

Jennifer J. Robinson, Esq.
Northern Trust

Gary L. Rudolf, Esq.
Rudolf & Hoffman, PA

Gregory J. Schaeffer
Morgan Stanley Smith Barney

Barry S. Schinder, Esq.
Barry S. Schinder, PA

Ilene S. Schnall, J.D.,LL.M
Schnall & Cadogan, PL

David M. Scully, Jr., Esq.
Law Office of Jack R. Loving

Jeffrey S. Selzer
Selzer & Weiss, Attorneys at Law

Barbara Ann Shore, Esq.
Barbara Ann Shore, PA

Jeffrey Shover
Morgan Stanley

Arthur B. Smith, Esq.
Arthur B. Smith, PA

William A. Snyder, Esq.
Snyder & Snyder, PA

William F. Sullivan, Esq.
Law Offices of Portley & Sullivan

Eric W. Sulzberger, Esq.
Law Offices of Sulzberger & Sulzberger

Gene C. Sulzberger, JD, TEP, CFP®
PRS Investment Advisory

Benjamin A. Tobias, CFP, CPA/PFS
Tobias Financial Advisors

Charles L. Verner
UBS Financial Services, Inc.

Jo Ann Voight, CPA
Jo Ann Head Voight, PA, CPA

Patricia R. Voss, Esq.
Law Office of Patricia R. Voss

John M. Walsh, Esq.
Walsh Financial Consultants
 
Joanne L. Wood, EA

Steven H. Woods, CPA
Keefe, McCullough & Co., LLP
Ghenete Wright Muir, Esq.
Wright Muir, P.A.

Charles D. Zalakar, CTFA
Northern Trust 
 
Broward County Community Foundation
 

 

News

February 2, 2012
 
February 2, 2012

December 19, 2011

December 5, 2011


By Susan R. Miller

By Jan M. Rosen

Florida Phillanthropic Network

By Thomas O. Katz

 
Broward County Community Foundation
 
 
   
Broward County Inspiring Philanthropy over 25 years