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 Mark Kasper, Director of Gift Planning at 954.761.9503 or mkasper@cfbroward.org. Together, we can make Broward County an even better place to live.
Sincerely,
Christy Lambertus
Professional Advisors Council Chair
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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.
- Penelope Blair, TO, CFTA
US Trust, Bank of America Private Wealth Management
- Jeffrey N. Blaze, CFP FDR Financial Group
- Francis B. Brogan, Jr., Esq.
Greenberg Traurig, P.A.
- Ralph M. Byer
Merrill Lynch
- John Cartledge
UBS Financial Services, Inc.
- 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
- W. David Dary, CFB
Bessemer Trust
- 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
- Jack Friedrich
Friedrich & Friedrich, P.A.
- 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
- Robert L. King, Esq. Robert L. King Law Office
- 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.
- Jody Leslie, Esq. Leslie & McLaughlin, LLP
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- Vladimira Libansky, Esq. Robert L. King Law Office
- 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
- Anne J. McPhee
Snyder & Snyder, P.A.
- 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.
Gunster, Yoakley & Stewart, P.A.
- Gary L. Rudolf, Esq.
Rudolf & Hoffman, P.A.
- Barry S. Schinder, Esq. Barry S. Schinder, P.A.
- Ilene S. Schnall, J.D.,LL.M
Schnall & Cadogan, P.L.
- David M. Scully, Jr., Esq.
Law Office of Jack R. Loving
- Antonio Seminario Morgan Stanley Smith Barney
- Barbara A. Shore, Esq.
Barbara Ann Shore, P.A.
- Jeffrey Shover
Merrill Lynch
- Arthur B. Smith, Esq.
Arthur B. Smith, P.A.
- William A. Snyder
Snyder & Snyder, P.A.
- 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
- Charles L. Verner
UBS Financial Services, Inc.
- 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
- Ghenete Wright Muir, Esq. Wright Muir, P.A.
- Charles D. Zalakar, CTFA
Northern Trust, NA
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