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R. Marshall Jones, CLU, ChFC |
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RMJ, Inc.
President
470 Columbia Dr., #G-201
West Palm Beach FL 33409
561-712-9799
fax: 561-712-9899
marshallj@rmjplan.com
Insurance |
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Nancy Joyce, RN, CCM |
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Firstat RN Care Management Services
5601 Corporate Way #404
W. Palm Beach FL 33407
561-684-9000
fax: 561-684-9008
nancyj@firstatrncare.com
Care Management |
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Kathleen A. Kadyszewski, Esq.
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Murphy Reid, LLP
11300 .S. Highway One #401
Palm Beach Gdns., FL 33408
(Phone) 561-655-4060
(Fax) 561-832-5436
kakadyszewski@murphyreid.com
Attorney |
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Gloria C. Kaplan, MBA
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Gift Planning Officer
American Red Cross, NHQ
6710 W. Sunrise Blvd. #111
Plantation, FL
(Phone) 800-759-2050
(Fax) 954-797-1861
kaplang@usa.redcross.org
Fund Raising Executive |
Judith Khachadourian, T.O.
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U.S. Trust - Bank of America
Vice President
132 Royal Palm Way
Palm Beach FL 33480
561-653-5404
fax: 561-659-2134
judith.khachadourian@ustrust.com
Trust Officer |
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Sasha A. Klein, Esq. |
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Comiter, Singer, Baseman & Braun, LLP
3801 PGA Blvd. #604
P.B. Gardens FL 33410
561-626-2101
fax: 561-626-4742
sklein@comitersinger.com
Attorney |
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George L. Koester, III, CFP
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Merrill Lynch
900 So. U.S. Hwy One #400
Jupiter FL. 33477
561-741-3180
fax: 561-922-3527
george_koester@ml.com
Financial Planner |
Michael L. Kohner, CPA, CFP
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WTAS LLC
Managing Director
777 S. Flager Dr. #1700-W
West Palm Beach FL. 33401
561-805-6640
fax: 561-805-6551
michael.kohner@wtas.com
Accountant |
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James M. Kosakow, Esq. |
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McLaughlin & Stern, LLP
260 Madison Avenue
New York NY 10016
212-448-6212
jkosakow@mclaughlinstern.com
Attorney |
Cara J. Lamborn, CFP
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Cara J. Lamborn, CFP
R. Marshall Jones, Inc.
470 Columbia Dr. #100-E
W. Palm Beach FL 33409
561-712-9799
fax:561-712-9899
caral@rmjplan.com
Financial Planner |
James E. Larschan, Sr., CFP
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Estate Strategies Group
4500 PGA Blvd #200
P.B. Gardens FL 33418
561-691-4545
fax: 561-691-4544
jim.larschan@nmfn.com
Financial Planner |
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Ryan Lauridsen, CPA, Director |
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PricewaterhouseCoopers LLP
Manager
222 Lakeview Ave. #360
West Palm Beach FL. 33401
561-805-8113
fax: 561-235-9254
ryan.lauridsen@us.pwc.com
Accountant |
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Patricia Lebow, Esq. |
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Broad & Cassel Attorneys at law
Managing Partner
One North Clematis St., Ste. 500
West Palm Beach FL. 33401
561.832.3300
fax: 561.650.1125
plebow@broadandcassel.com
Attorney |
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Michael S. Leone, CPA, J.D., LL.M |
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Cass, Levy & Leone / an Alpern Rosenthal Co.
440 Columbia Dr. #500
West Palm Beach FL. 33409
561-689-7888
fax: 561-689-0478
mikel@casslevy.com
Accountant |
Sharon Cooper Lindsey, J.D.
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Jewish Federation of Palm Beach County
Associate Foundation Director
4601 Community Drive
West Palm Beach FL 33417
561-242-6672
fax: 561-681-3572
sharon.lindsey@jewishplambeach.org
Fund Raising Executive |
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Jesse Litte, Esq. |
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Alley, Maas, Rogers & Lindsay, P.A.
340 Royal Poinciana Way #321
Palm Beach FL 33480
561-804-4621
fax: 561-833-2261
jesse.little@amrl.com
Attorney |
Donn Londeree, V.P.
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BNY Mellon Wealth Management
1801 N. Military Trail
Boca Raton FL 33431
561-750-0075
561-750-8226
donn.londeree@bnymellon.com
Investment Advisor |
Anthony Lourido, CFA
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Key Private Bank
Senior Vice President
11300 U.S. Highway One #101
North Palm Beach, FL 33408
561-630-1517
561-630-8748
anthony_lourido@keybank.com
Investment Advisor |
Peter J. Lowery, Sr. V.P.
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Seacoast National Bank
815 Colorado Avenue
Stuart, FL 34994
772-288-6068
fax: 772-221-2578
email: peter.lowery@seacoastnational.com
Financial Planner |
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Jan L.Massey, V.P. T.O.
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BB&T Wealth Management
2899 PGA Blvd
P.B. Gardens FL 33410
561-514-5747
561-627-8660
jlmassey@bbandt.com
Trust Officer |
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G. Randolph Macpherson, CPA |
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Wealth & Tax Advisory Services, Inc.
Managing Director
777 S. Flagler Dr. #1700W
West Palm Beach FL 33401
561-805-6555
fax: 561-805-6550
randy.macpherson@wtas.com
Accountant |
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Thomas L. Marcacci, CFP |
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Sagemark Consulting / Lincoln Financial Advisors Corp.
1201 U.S.Hwy One, Ste 400
North Palm Beach FL 33408
561-799-1809
fax: 561-799-9419
thomas.marcacci@lfg.com
Financial Planner |
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Debra M. McCloskey, T.O.
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Comerica Bank
Vice President
2401 PGA Blvd., #198
Palm Beach Gardens FL 33410
561-691-5919
fax: 561-691-5937
dmmccloskey@comerica.com
Trust Officer |
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Jacqueline S. Miller, Esq.
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Broad and Cassel
One North Clematis #500
West Palm Beach FL 33401
561-832-3300
fax: 561-650-1157
jmiller@broadandcassel.com
Attorney |
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Mark D. Montgomery |
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Frank Crystal & Company
240 Royal Palm Way
Palm Beach, Florida 33480
Direct: 561-273-2320
Fax: 561-273-2329
montgomerym@FCRYSTAL.COM
Insurance Representative |
Abraham M. Mora, Esq.
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Kaye Scholer, LLP
Partner
777 So. Flagler Dr. #900W
West Palm Beach FL 33401
561-802-3230
fax: 561-802-3217
amora@kayescholer.com
Attorney |
Peter Nathan, CLU
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Northwestern Mutual Financial Network
4500 PGA Blvd #200
P.B. Gardens FL 33418
561-630-6300
fax: 561-624-6363
peter.nathan@nmfn.com
Insurance Representative |
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Marcia Nelson, Sr. V.P. |
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FMV Opinions, Inc.
60 East 42nd St. #3006
New York NY 10165
212-697-4378
212-697-4387
mnelson@fmv.com
Investment Advisor |
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Michael C. Nowlin, CFP, CTFA, T.O. |
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Seacoast National Bank
Senior Vice President
815 Colorado Ave.
Stuart FL. 34994
772-221-2615
fax: 561-221-2578
michael.nowlin@seacoastnational.com
Trust Officer |
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William F. Papenfuss, V.P., CFP, CTFA |
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Merrill Lynch
Vice President
249 Royal Palm Way
Palm Beach FL. 33480
561-650-7366
fax: 561-922-3404
william_papenfuss@ml.com
Trust Officer |
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Mark R. Parthemer, Esq. |
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Bessemer Trust
Senior Vice President
222 Royal Palm Way
Palm Beach FL. 33480
561-655-4030
fax: 561-655-4699
parthemer@bessemer.com
Attorney |
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John C. Patten, Jr.,
CTFA, T.O.
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Grand Bank & Trust of FL
Executive Vice President
3601 PGA Blvd.
Palm Beach Gardens FL. 33410
561-207-6731
fax: 561-207-6929
jpatten@gbof.com
Trust Officer |
John Peters, CFO
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Palm Healthcare Foundation
1016 N. Dixie Hwy.
W. Palm Beach FL 33401
561-833-6333
fax: 561-833-0070
email: jpeters@phfpbc.org
Accountant |
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Robert L. "Tim" Peters, Sr.V.P., T.O. |
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Key Private Bank
Vice President
11300 U S Highway One, Ste. 101
North Beach Gardens FL. 33408
561-630-1503
fax: 561-630-8748
tim_peters@keybank.com
Investment Advisor |
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Frank T. Pilotte, Esq.
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Murphy Reid, LLP
11300 U.S. Highway One #401
P.B. Gardens FL 33408
561-655-4060
561-832-5436
fpilotte@murphyreid.com
Attorney |