The Professional Advisors Council is a dynamic group of attorneys, accountants and financial advisors who collaborate with the Community Foundation of Broward to achieve their clients’ charitable goals.
Our “PAC” members have referred clients who establish charitable funds at the Community Foundation or who include the Foundation in their estate plans. PAC members are invited to Foundation events where they can hear from industry experts, participate in exclusive networking opportunities, earn continuing education credits and receive updates about all the Foundation has to offer.
Together, we help local philanthropists make a lasting impact, and we shape a brighter future for Broward.
Each month we spotlight PAC members in Q&As featured on our website, social media and other publications.
PAC Spotlights
Thomas Katz, Esq.
Thomas Katz, of Katz Baskies & Wolf PLLC, is recognized as one of Florida's top attorneys and throughout his more than 40-year legal career he has prioritized giving back and getting involved to help his community. CLICK HERE TO SEE THE Q&A.
James Davis, Esq.
James Davis, who has been practicing law since 1975, co-leads Gunster's tax practice and serves in the firm's Office of General Counsel for ERISA. His vast experience includes estate, wealth and sophisticated tax and asset protection planning. CLICK HERE TO SEE THE Q&A.
Kaley Barbera Willert, J.D., LL.M.
Kaley Barbera Willert is a Senior Vice President at Northern Trust who focuses on estate planning and trust administration – assisting high-net-worth families with wealth transfer strategies. CLICK HERE TO SEE THE Q&A.
Marianela Collado, CPA/PFS, CFP®, CDS®
Marianela Collado is a senior wealth advisor and CEO and co-owner of Tobias Financial Advisors in Plantation. In addition to serving as PAC Chair, she serves on the Community Foundation Board of Directors. CLICK HERE TO SEE THE Q&A.
Collett P. Small, Esq., BCS
Collett P. Small is a founding Partner of Slater & Small PLLC. She is Board Certified by the Florida Bar as a Specialist in Elder Law and has served as Chair of the Elder Law Section of the Florida Bar and past President for The Academy of Florida Elder Law Attorneys. CLICK HERE TO SEE THE Q&A.
CLICK HERE TO LEARN MORE ABOUT THE PAC.
Check Back for more PAC Member Spotlight Q&As!
To learn more about joining the Community Foundation's Professional Advisors Council, contact Mary Margaret Toole, Director of Philanthropic Services, at mmtoole@cfbroward.org or 954-761-9503.
