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 updates about Foundation activities and philanthropic services, receive special reports and are featured in Foundation publications.
These are just some of the opportunities for Professional Advisors Council members, who help the Foundation build a stronger community. In return, the Foundation helps advisors accomplish their clients’ philanthropy goals, which deepens the relationships between clients and advisors.
To learn more, contact the Foundation at 954.761.9503. Together, we can make Broward County an even better place to live.
Sincerely,
Kurt D. Zimmerman Esq.
Professional Advisors Council Chairman
Frank T. Adams, Esq.
Dunwody White & Landon, P.A.
Louis C. Anderson, Esq.
Louis C. Anderson Law Office, LLC
Peter Anderson, CFP®, CPFA, CEPA
Woodforest Wealth Strategies/Raymond James Financial Services
Adan A. Aulet, Jr., Esq.
MacLean & Ema, P.A.
Kaley N. Barbera, J.D., LL.M.
Snyder & Snyder, 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.
Vice Chair of the Professional Advisors Council
Tanya L. Bower, Esq.
Tripp Scott
Francis B. Brogan, Jr., Esq.*
Ralph M. Byer
Merrill Lynch Wealth Management
Cynthia Borders-Byrd, CPA
C. Borders-Byrd, CPA, LLC
John Cartledge
Aurora Private Wealth
Kathleen M. Casey, Esq.
Kathleen M. Casey, PLLC
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
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, CTFA
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.
Revis, Hervas, & 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, J.D., LL.M.
Gunster
Robert B. Judd, Esq.
Olive Judd, P.A.
Thomas O. Katz, Esq.
Katz Baskies & Wolf PLLC
Robert L. King, Esq.
Robert L. King Law Office
Robin J. King, Esq.
King Law
Tracey Kinker, CPA
Tracey J. Kinker, CPA, P.A.
James B. LaBate Jr.
Lake Management, LLC.
John Lacy, CPWA®
The Lacy Wealth Management Group/Merrill Lynch
Stephen J. LaForte
Fifth Third Private Bank
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 Anne Martinez, MBA, LUTCF, CLTC
Coastal Wealth
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 Mukamal,
CPA, PFS, ABV, CIRA, CFE, CFF
Kapila Mukamal CPAs
Cort A. Neimark, Esq.*
Peter A. Portley, Esq.
Portley and Sullivan
Raymond J. Powers
Powers & Disque, CPA, P.A.
David Ratcliffe*
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 Miller, 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., LL.M.
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
Ameriprise
William A. Snyder, Esq.
Snyder & Snyder, P.A.
Karen J. Spigler, CPA, Esq.
Law Firm of Karen Spigler, LLC
William F. Sullivan, Esq.
Portley and Sullivan
Eric W. Sulzberger, Esq.
Law Offices of Sulzberger & Sulzberger
Benjamin A. Tobias, CFP®, CPA/PFS, CIMA*
John Torregrosa
UBS Financial Services, Inc.
Emilie M. Tracy, Esq.
Emilie M. Tracy, P.A.
Charles L. Verner
UBS Financial Services, Inc
Debra Vogel*
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
Charles D. Zalakar, CTFA
The Northern Trust Company
Kurt D. Zimmerman, Esq.
Zimmerman & Associates, P.A.
Chairman of the Professional Advisors Council
*retired
Resources for Professional Advisors are made possible through the generosity of The William R. Watts Foundation.
