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 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.

Kurt D. Zimmerman Esq.
Professional Advisors Council Chairman

Kurt D. Zimmerman, Esq.
Zimmerman & Associates, P.A. Chairman of the
Professional Advisors Council
Council Members

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

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

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.

Tanya L. Bower, Esq.
Tripp Scott

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

Ralph M. Byer
Merrill Lynch Wealth Management

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

John Cartledge
UBS Financial Services, Inc.

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.

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.
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
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.
King Law

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

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

John Lacy,
FALacy 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

eth 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
Mass Mutual 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,
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., LL
MIlene 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.

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
Tobias Financial Advisors

John Torregrosa
UBS Financial Services, Inc.

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

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

Resources for Professional Advisors are made possible through the generosity of The William R. Watts Foundation.