Professional Advisors Council

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, Vice President, Philanthropic Services at 954.761.9503 or bwitte@cfbroward.org. Together, we can make Broward County an even better place to live.

Sincerely,
Thomas O. Katz
Professional Advisors Council Chair



Council Members

  • Frank T. Adams
    Katz, Barron, Squitero & Faust
  • Louis C. Anderson, Esq.
    Louis C. Anderson, LLC, Law Office
  • Norma Berkman
    Ever and Company, P.A.
  • Francis B. Brogan, Jr., Esq.
    Greenberg Traurig, P.A.
  • Ralph M. Byer
    Merrill Lynch
  • Christina M. Cleveland
    Merrill Lynch
  • Alan B. Cohn, Esq.
    Greenspoon Marder
  • Richard G. Coker, Jr., Esq.
    Coker & Feiner, P.A.
  • Joan K. Crain
    The Bank of New York Mellon Wealth Management
  • James M. Dolan
    James M. Dolan, P.A.
  • Frank B. Dolph III
    Dolph & Assocs. Inc.
  • Mary Sue Donohue
    Buckingham, Doolittle & Burroughs, LLP
  • Pamela A. Fau
    SunTrust Bank, South Florida, N.A.
  • Ralph L. Focaracci, CPA
    Ralph L. Focaracci, PA
  • Charles A. Goff, Esq.
    Casoria & Goff, P.A.
  • Adam Scott Goldberg
    Krause & Goldberg, PA
  • Henry Goode III
    Merrill Lynch
  • Katherine N. Guida
    Northern Trust Bank of Florida
  • Marie C. Hansen
    Northern Trust Bank of Florida
  • Marlon A. Hill, Esq.
    Delancy Hill, P.A.
  • Douglas F. Hoffman, Esq.
    Rudolf & Hoffman, P.A.
  • Kenneth M. Jones, Esq.
    Moody, Jones, Montefusco & Krause, P.A.
  • Robert B. Judd, Esq.
    Gunster, Yoakley & Stewart, P.A.
  • Thomas O. Katz, Esq.
    Katz Baskies LLC
  • Robin J. King, Esq.
    Arnstein & Lehr LLP
  • Leonard Kinker, CPA
    Friedman, Cohen and Taubman, PA
  • Tracey Kinker Gebert, CPA
    Friedman, Cohen, Taubman & Company, LLC
  • Curtis J. Kuramoto
    Merrill Lynch
  • John Lacy
    Merrill Lynch
  • Christine L. Lambertus, Esq.
    Lambertus & Lambertus, P.A.
  • Rosemary Lindsey, Esq.
    Rosemary Lindsey LLC
  • Jack R. Loving, Esq.
    Jack R. Loving, P.A.
  • David Lum, CFP
    Merrill Lynch
  • Anne B. MacLean
    MacLean and Ema
  • Mark R. Maller
    US Trust, Bank of America Private Wealth Management
  • Donald B. Medalie, Esq.
    Medalie & Medalie, PA
  • Greg Medalie, Esq.
    Medalie & Medalie, PA
  • Kenneth R. Mikos, Esq.
    Kenneth R. Mikos, P.A.
  • James Murphy
    Merrill Lynch
  • Cort A. Neimark, Esq.
    Fowler White Burnett, P.A.
  • Frederick F. Perry
    US Trust, Bank of America Private Wealth Management
  • Peter A. Portley, Esq.
    Portley and Sullivan
  • Raymond J. Powers, CPA
    Powers & Disque, CPA, PA
  • Carlos J. Reyes, Esq.
    Rothstein Rosenfeldt Adler
  • Jennifer J. Robinson, Esq.
    Ruden, McClosky, Smith, Schuster & Russell, P.A.
  • Charles D. Rubin
    Tescher, Gutter, Chaves, Josepher, Rubin, Ruffin & Forman, P.A.
  • Gary L. Rudolf, Esq.
    Rudolf & Hoffman, P.A.
  • Ilene S. Schnall, J.D.,LL.M
    Schnall & Cadogan, P.L.
  • David M. Scully, Jr., Esq.
    Law Office of Jack R. Loving
  • Barbara A. Shore, Esq.
    Barbara Ann Shore, P.A.
  • Jeffrey Shover
    Merrill Lynch
  • Arthur B. Smith, Esq.
    Arthur B. Smith, P.A.
  • Penelope B. Smith, TO, CTFA
    US Trust, Bank of America Private Wealth Management
  • William F. Sullivan, Esq.
    Portley and Sullivan
  • Eric W. Sulzberger, Esq.
    Law Offices of Sulzberger & Sulzberger
  • Gene C. Sulzberger, J.D.
    The Bank of New York Mellon Wealth Management
  • Benjamin A. Tobias
    Tobias Financial Advisors
  • Douglas Twohill
    Merrill Lynch
  • JoAnn Voight
    JoAnn Head Voight, PA, CPA
  • Patricia R. Voss
    Patricia R. Voss, PA
  • John M. Walsh, Esq.
    Raymond James Financial Services, Inc.
  • Joanne L. Wood, EA
  • Steven H. Woods
    Keefe, McCullough & Co., LLP
  • Charles D. Zalakar, CTFA
    Northern Trust, NA


News

Grant Update:  All grants must be submitted through PhilNet:Philanthropy Network for Broward.
August 16, 2008

Community Foundation Launches New Tech Tool
August 18, 2008

Community Foundation Awards $500,000 in Grants
July 7, 2008

Recent Publications

Dates to Remember

October 3, 2008
PhilNet Training Workshop for Nonprofits