Board of Directors 2008 -2009

President
Michael L. Kohner, CPA, CFP
Wealth & Tax Advisory Services, Inc.
561-805-6640
michael.kohner@wealth-tax.com


President Elect
David M. Harvan, JD, LLM
Merrill Lynch
561-745-1418
david_harvan@ml.com

Vice President/Programming
Donn Sanders,AAMS
UBS Financial  Services Inc.
561-624-6434
donn.sanders@ubs.com
     
Vice President/Membership
Robert M. Burns, CFP, ChFC
Wachovia Securities
561-624-5199
r.burns@wachoviasec.com

Treasurer
Mark D. Montgomery CPA, Esq.
Frank Crystal & Co.
561-273-2320
mikel@casslevy.com
Secretary
Sharon C. Lindsey, J.D.
Jewish Federation of
Palm Beach County
sharon.lindsey@jewishplambeach.org
     
Director
Ellen H. Gallagher, CFP
South Florida Financial Services
561-844-4000
e.gallagher@taiadvisor.com
Director
R. Marshall Jones, CLU, ChFC
R. Marshall Jones, Inc.
561-712-9799
planning@rmjplan.com
 
Director
Debra McCloskey, T.O.
Comerica Bank
561-691-5919
dmmccloskey@comerica.com
     
Director
Ceil Schneider Randell, Esq.
Kaye Scholer LLP

561-802-3217
crandell@kayescholer.com
Director
Elliot F. Hochman, Esq.
Brookmyer, Hochman & Probst P.A.
561-624-2110
elliotpga@bellsouth.net
Administrator
Adrienne Huston Griffin
561-842-9219
pbcepc@associationhq.net
     
Past-President
Michael S. Leone, CPA, Esq.
Cass, Levy & Leone, L.C.
561-689-7888
mikel@casslevy.com
   
     
Past Presidents
2007-2008 Michael S. Leone, CPA, Esq.
2006-2007 Ceil Schneider Randell, Esq
2
005-2006 Elliot F. Hochman, Esq.
, CPA
2004-2005 Abraham M. Mora, Esq.
2003-2004 Brenda M. Seligman, CPA
2002-2003 David Ginsberg, CFP, ChFC
2001-2002 Debra McCloskey, T.O.
2000-2001 Susan Ashman, CFP
1999-2000 Keith Braun, Esq.
1998-1999 Warren Borsch, T.O.
1997-1998 Carey Shook, CLU
1996-1997 Douglas Bartolf, T.O.
1995-1996 Craig D. Hampton, Esq.
1994-1995 Richard B. Comiter, Esq.
1993-1994 Martin Cass, CPA
1992-1993 Christine Brant, T.O.
1991-1992 Alfred G. Morici, Esq.
1990-1991 Robert L. Calhoun
1989-1990 Robert T. Keating, CLU, ChFC
1988-1989 David F. Click, Esq.
1987-1988 Charles L. Lamm, CPA
1986-1987 Christine Brant, T.O.
1985-1986 David B. Norris, Esq.
1984-1985 James McCabe
 


Palm Beach Country Estate Planning Council, Inc.

2547 Lochmore Road - West Palm Beach - Florida 33407
Tel: 561.
842.9219   Fax: 561-209-5859
Administrator: Adrienne Huston Griffin    Email: ahg@associationhq.net
Copyright © 2006 Palm Beach Country Estate Planning Council, Inc.