Viewing: Organization: The Tampa Bay Estate Planning Council, Affiliation: member, End After 6/19/2024, Grace Days: 90

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Acosta, Jolyon D. JD, LLM, CPA
Bush Ross, PA
Acosta, Jolyon D. JD, LLM, CPA Attorneys at Law
1801 N Highland Ave
Tampa, FL 33602
(813) 224 9255
(813) 223 9620 fax
Email
Website
Amundrud, Lise M. MPA
American Cancer Society
Amundrud, Lise M. MPA Estate Planning Services
12810 USF Magnolia Drive
Tampa, FL 33612
(727) 276 0341
Email
Website
Baker, Deborah London JD
London Baker Law, P.A.
Baker, Deborah London JD 6409 Eureka Springs Rd Ste 516
Tampa, FL 33610
(813) 586 1332
Email
Website
Barnes, Deborah CPA, MAcc
Baird Private Wealth Management
Barnes, Deborah CPA, MAcc 201 N Franklin St Ste 3000
Tampa, FL 33602
(813) 273 8238
Email
Website
Barnett, Leslie J. JD, LLM
Gunster
Barnett, Leslie J. JD, LLM 601 Bayshore Blvd Ste 700
Tampa, FL 33606
(813) 253 2020 108
Email
Website
Barton, Michael V. CFP®
Bayshore Capital Advisors, LLC
Barton, Michael V. CFP® 1700 S MacDill Ave Ste 340
Tampa, FL 33629
(813) 221 3400 305
Email
Beames, Thomas E Jr., CFP, CTFA
PNC Private Bank
Beames, Thomas E Jr., CFP, CTFA 201 N Franklin St Ste 1500
Tampa, FL 33602
(813) 221 3958
Email
Becker, William J. CLU®, CASL®, ChFC®, CPWA®, CFP®
Continuum Wealth Partners
Becker, William J. CLU®, CASL®, ChFC®, CPWA®, CFP® Northwestern Mutual
3717 W North B St
Tampa, FL 33609
(813) 426 1051
Email
Website
Belmonte, Kathleen J. CTFA, AEP
Sabal Trust
Belmonte, Kathleen J. CTFA, AEP 4211 W Boy Scout Blvd Ste 190
Tampa, FL 33607
(813) 864 2954
Email
Website
Bohlander, Marla D. JD, LLM
Trenam Law
Bohlander, Marla D. JD, LLM 101 E Kennedy Blvd Ste 2700
Tampa, FL 33602
(813) 223 7474
Email
Website
Boje, Debra L. JD, LLM
Gunster
Boje, Debra L. JD, LLM Private Wealth Services
401 E Jackson St Ste 1500
Tampa, FL 33602
(813) 222 6614
(813) 314 6914 fax
Email
Website
Bronza, Timothy K. CPA, ASA
Business Valuation Analysts, LLC
Bronza, Timothy K. CPA, ASA 222 W Comstock Ave Ste 221
Orlando, FL 32789
(407) 599 2825
Email
Website
Brown, Christine P
Tampa Bay Estate Planning Council
Brown, Christine P 12191 W Linebaugh Ave #312
Tampa, FL 33626
(813) 855 1017
Email
Website
Brown, Matthew Allen JD, LLM
Gunster
Brown, Matthew Allen JD, LLM 401 E Jackson St Ste 1500
Tampa, FL 33602
(813) 250 6075
Email
Butler, Johnathan L. CTFA
Fidelis Capital
Butler, Johnathan L. CTFA 4221 W Boy Scout Blvd Ste 730
Tampa, FL 33607
(813) 842 9240
Email
Website
Callahan, Charles W. III, JD, LLM
Hill Ward Henderson
Callahan, Charles W. III, JD, LLM 101 E Kennedy Blvd Ste 3700
Tampa, FL 33602
(813) 227 3900
(813) 221 2900 fax
Email
Website
Campbell, Amelia M. JD
Hill Ward Henderson
Campbell, Amelia M. JD 101 E Kennedy Blvd Ste 3700
Tampa, FL 33602
(813) 221 3900
(813) 221 2900 fax
Email
Website
Cassidy, William A. MBA
Cassidy & Company
Cassidy, William A. MBA 614 West Bay St
Tampa, FL 33606
(813) 877 7766
(813) 877 8844 fax
Email
Website
Chernoff, Michael
Insurance and Trust
Chernoff, Michael 8548 N Dale Mabry Hwy Ste 2-A
Tampa, FL 33614
(813) 933 7333
(813) 932 4240 fax
Email
Website
Code, Brian E. CLU®, AEP®, CFP®
Code Waechter, LLC
Code, Brian E. CLU®, AEP®, CFP® 4830 W Kennedy Blvd Ste 875
Tampa, FL 33609
(813) 287 8775
Email
Website
Code, Jordan P. CLU, ChFC, CFP®
Code Waechter, LLC
Code, Jordan P. CLU, ChFC, CFP® 4830 W Kennedy Blvd Ste 875
Tampa, FL 33609
(813) 287 8775
Email
Website
Crane, Casey CFA
Neuberger Berman
Crane, Casey CFA 401 E Jackson St. Ste 2350
Tampa, FL 33602
(813) 387 3201
Email
Website
Daoud, Jamil G. JD, LLM
Foley & Lardner LLP
Daoud, Jamil G. JD, LLM 100 N Tampa St Ste 2700
Tampa, FL 33602
(813) 225 4188
(813) 221 4210 fax
Email
Website
Day, Sally E. CPA
Crowe LLP
Day, Sally E. CPA 401 E Jackson St Ste 2900
Tampa, FL 33602
(813) 209 2461
Email
Website
DeVicente, Lucas CFP®, CTFA
Sabal Trust
DeVicente, Lucas CFP®, CTFA 4211 W Boy Scout Blvd Ste 190
Tampa, FL 33607
(727) 252 4166
(813) 223 7646 fax
Email
Website
Dingman, Christopher R. JD, LLM
Johnson Pope
Dingman, Christopher R. JD, LLM Bokor Ruppel & Burns, LLC
401 E Jackson St Ste 3100
Tampa, FL 33602
(813) 225 2500
Email
Website
Dolcimascolo, Paul S. CFP®
UBS Private Wealth Management
Dolcimascolo, Paul S. CFP® 100 S Ashley Dr Ste 1270
Tampa, FL 33602
(813) 227 2831
(855) 201 3503 fax
Email
Website
Engelmann, Martin C. Jr., MAI
Tropical Valuation Advisory
Engelmann, Martin C. Jr., MAI 5421 Beaumont Center Blvd
Ste 655
Tampa, FL 33634
(813) 343 0907 200
Email
Website
Falknor, Rachel M. JD, LLM
Foley & Lardner LLP
Falknor, Rachel M. JD, LLM 100 N Tampa St Ste 2700
Tampa, FL 33602
(813) 225 4124
Email
Farber, Julie L. CTFA
Sabal Trust
Farber, Julie L. CTFA 101 Central Ave
Saint Petersburg, FL 33701
(727) 824 8713
Email
Ferro, Jonathan C. JD, CFP, CEPA
Synovus Bank
Ferro, Jonathan C. JD, CFP, CEPA 1001 Water St Ste 700
Tampa, FL 33602
(904) 254 1366
Email
Fisher, Charles H. , Jr., CPA, CFA, CFP®
Andersen
Fisher, Charles H. , Jr., CPA, CFA, CFP® 4950 W Kennedy Blvd Ste 610
Tampa, FL 33609
(813) 491 0003
Email
Website
Flagg, Barry D. CLU, ChFC, CFP®
Triangulum Financial Partners
Flagg, Barry D. CLU, ChFC, CFP® 1301 W Fletcher Ave
Tampa, FL 33612
(813) 960 1300 313
Email
Website
Flores, Michael L. CFP
J.P. Morgan Private Bank
Flores, Michael L. CFP 100 N Tampa St Ste 3300
Tampa, FL 33602
(917) 304 0349
Email
Gauthier, Debra CFP®, CTFA®
Sabal Trust
Gauthier, Debra CFP®, CTFA® 4211 W Boy Scout Blvd Ste 4211
Tampa, FL 33607
(813) 229 2180
Email
Grieb, Robert V. CPA
Cohen & Grieb, PA
Grieb, Robert V. CPA Certified Public Accounts
4890 W Kennedy Blvd Ste 370
Tampa, FL 33609
(813) 282 7234
(813) 282 7225 fax
Email
Website
Griffin, Jennifer L. JD
Trenam Law
Griffin, Jennifer L. JD 101 E Kennedy Blvd Ste 2700
Tampa, FL 33602
(813) 223 7474
Email
Website
Hanna, Linda C. JD
Linda C. Hanna, P.A.
Hanna, Linda C. JD 600 S Magnolia Ave Ste 125
Tampa, FL 33606
(813) 251 1666
Website
Hare, Annemarie CFP®
Hare, Annemarie CFP® Tampa, FL 33602
Hart, Shane A. JD, LLM
Holland & Knight LLP
Hart, Shane A. JD, LLM 100 N Tampa St Ste 4100
Tampa, FL 33602
(813) 227 6579
(813) 229 0134 fax
Email
Website
Hartley, Linda D. JD
Hill Ward Henderson
Hartley, Linda D. JD 101 E Kennedy Blvd Ste 3700
Tampa, FL 33602
(813) 221 3900
(813) 221 2900 fax
Email
Website
Harvey, Keith A. CDFA®, AEP®, CFP®
Thrivent Financial
Harvey, Keith A. CDFA®, AEP®, CFP® 1307 W Fletcher Ave
Tampa, FL 33612
(813) 269 1116
Email
Website
Head, Jana E. JD
Sabal Trust
Head, Jana E. JD 4211 W Boy Scout Blvd Ste 190
Tampa, FL 33607
(813) 229 2180
Email
Website
Hemenway, John M. JD
Bivins & Hemenway, PA
Hemenway, John M. JD 1060 Bloomingdale Ave
Valrico, FL 33596
(813) 643 4900
Email
Website
Hess, Taylor Russo JD, LLM
Trenam Law
Hess, Taylor Russo JD, LLM 101 E Kennedy Blvd Ste 2700
Tampa, FL 33602
(813) 223 7474
Email
Website
Higgins, Geoffrey A. CPA
Prida Guida & Perez, PA
Higgins, Geoffrey A. CPA 2504 W Kathleen St
Tampa, FL 33607
(813) 226 6091
Email
Website
Hough, James D. PhD, CLU®, AEP®, CFP®
Hough Financial Services
Hough, James D. PhD, CLU®, AEP®, CFP® 1739 S Kings Ave
Brandon, FL 33511
(813) 689 2766
Email
Website
Hunt, Joseph D. JD
Harris, Hunt and Derr, PA
Hunt, Joseph D. JD 100 S Ashley Dr Ste 300
Tampa, FL 33602
(813) 223 5421
Email
James, Molly
Metropolitan Ministries Foundation
James, Molly 2002 N Florida Ave
Tampa, FL 33602
(813) 209 1251
Email
Jones, Darby JD
Professional Fiduciary Services, LLC
Jones, Darby JD 3637 4th St N Ste 270
Saint Petersburg, FL 33704
(727) 440 9880
Email
Website
Jones, David W. CFP®, AAMS®
Edward Jones
Jones, David W. CFP®, AAMS® 3100 S Dale Mabry Hwy
Tampa, FL 33629
(813) 837 6967
Email
Kinman, Sheila CAP®
Community Foundation Tampa Bay
Kinman, Sheila CAP® 4300 W Cypress St Ste 700
Tampa, FL 33607
(813) 282 1975
Email
Website
Kirkwood, Peter T. JD, LLM
Gunster
Kirkwood, Peter T. JD, LLM 601 Bayshore Blvd Ste 700
Tampa, FL 33606
(813) 253 2020 110
Email
Website
Koren, Edward F. JD
Holland & Knight LLP
Koren, Edward F. JD 100 N Tampa St Ste 4100
Tampa, FL 33602
(813) 227 8500
Email
Website
Kubar, Susan B. JD, LLM
Fifth Third Wealth Advisors LLC
Kubar, Susan B. JD, LLM 400 N Ashley Dr Ste 1900
Tampa, FL 33602
(813) 666 1764
Email
Website
Lance, Vonya Z. JD, LLM
Lance, Vonya Z. JD, LLM (813) 227 2239
Website
Langford, John J. CFP®, ChFC®, CExP
Langford Capital Partners, LLC
Langford, John J. CFP®, ChFC®, CExP 601 S Fremont Ave Ste 1
Tampa, FL 33606
(813) 586 4990
Email
Website
Lee, Jordan G. JD, LLM
Shutts & Bowen, LLP
Lee, Jordan G. JD, LLM 4301 West Boy Scout Blvd Ste 300
Tampa, FL 33607
(813) 227 8183
Email
Website
LeFloch, Eugene M. JD
Eugene LeFloch Attorney, PA
LeFloch, Eugene M. JD 3906 W Eden Roc Cir
Tampa, FL 33634
(813) 282 7257
(813) 885 4035 fax
Email
Lunsford, Rachel Albritton JD, LLM
Gunster
Lunsford, Rachel Albritton JD, LLM 601 Bayshore Blvd Ste 700
Tampa, FL 33606
(813) 253 2020 168
Email
Website
Lynn, Sue U. CTFA
Adelphi Trust
Lynn, Sue U. CTFA 100 2nd Ave S Ste 1204
Saint Petersburg, FL 33701
(727) 492 8317
Email
Machlin, Roger S. CFP®, CLU®, ChFC®, MSFS
Power Financial Partners, LLC
Machlin, Roger S. CFP®, CLU®, ChFC®, MSFS 5401 W Kennedy Blvd Ste 1020
Tampa, FL 33609
(813) 212 2125
Email
Website
McCrae-LeeFatt, Karen L. CTFA, AEP, CES
Truist Wealth
McCrae-LeeFatt, Karen L. CTFA, AEP, CES 401 E Jackson St 20th Floor
Tampa, FL 33602
Email
Mitchell, Cheryl CPA
Mitchell & Company, CPAs, PA
Mitchell, Cheryl CPA PO Box 272599
Tampa, FL 33688
(813) 960 7582
Mohr, Robert H. JD, LLM
Attorney at Law
Mohr, Robert H. JD, LLM 137 S Pebble Beach Blvd Ste 100
Sun City Center, FL 33573
(813) 634 5500
(813) 634 5501 fax
Email
Neff, Michael W. CFP®
Wells Fargo Advisors, LLC
Neff, Michael W. CFP® 4030 W Boy Scout Blvd Ste 150
Tampa, FL 33607
(813) 758 7966
(813) 259 9283 fax
Email
Website
Peet, Sarah S. JD, LLM
The Bank of Tampa
Peet, Sarah S. JD, LLM 601 Bayshore Blvd Ste 960
Tampa, FL 33606
(813) 872 1270
Email
Website
Prida, Luciano L. Jr., CPA
Prida Guida & Perez, PA
Prida, Luciano L. Jr., CPA 2504 W Kathleen St
Tampa, FL 33607
(813) 226 6091 105
(813) 229 7754 fax
Website
Rea, Nicolette JD
Community Foundation Tampa Bay
Rea, Nicolette JD 4300 W Cypress St Ste 700
Tampa, FL 33607
(813) 609 4855
Email
Website
Remmel, Alexandria Hartig CPA
Crowe LLP
Remmel, Alexandria Hartig CPA 401 E Jackson St Ste 2900
Tampa, FL 33602
(813) 223 1316
Email
Riggs, Kevin E. MBA, CPA, EA
Renaissance Consulting & Development, LLC
Riggs, Kevin E. MBA, CPA, EA 23110 State Road 54 Ste 324
Lutz, FL 33549
(813) 435 5585 1001
Email
Website
Ritrievi, Kelly E. JD
The Tampa Bay Trust Company
Ritrievi, Kelly E. JD 4488 W Boy Scout Blvd Ste 425
Tampa, FL 33607
(813) 915 6202
Email
Website
Rodriguez, Will CPA, ABV, CVA, CEPA
Vision Point Capital, Inc.
Rodriguez, Will CPA, ABV, CVA, CEPA 100 S Ashley Dr Ste 600
Tampa, FL 33602
(813) 397 3656
Email
Website
Rooks, Ronald D. CPA
Integrity Financial & Accounting Consulting, LLC
Rooks, Ronald D. CPA Havana, FL 32333
(813) 215 2738
Email
Salmeron Garcia, Maria T. JD
Truist Wealth
Salmeron Garcia, Maria T. JD 401 E Jackson St 20th Floor
Tampa, FL 33602
(813) 224 2628
Email
Saoud, Aaron W. JD
AWS Law Firm
Saoud, Aaron W. JD 2202 N West Shore Blvd Ste 200
Tampa, FL 33607
(813) 922 5293
Email
Website
Shivers, Olin G. JD, LLM
Foley & Lardner LLP
Shivers, Olin G. JD, LLM 100 N Tampa St Ste 2700
Tampa, FL 33602
(813) 225 4185
(813) 221 4210 fax
Email
Website
Shroyer, Brooke S. JD
Hill Ward Henderson
Shroyer, Brooke S. JD 101 E Kennedy Blvd Ste 3700
Tampa, FL 33602
(813) 222 3157
Email
Website
Shumate Brown, Tamara CFP®
LPL Financial
Shumate Brown, Tamara CFP® 4890 W. Kennedy Blvd Ste 860
Tampa, FL 33609
(813) 282 0600
Email
Website
Silvers, Lauren Ashley JD
Wetherington Hamilton PA
Silvers, Lauren Ashley JD 812 W Dr Martin Luther King Jr Blvd Ste 101
Tampa, FL 33603
(813) 225 1918
Email
Website
Snyder, Ginger R. CFP®, AEP
360 Wealth Management Group
Snyder, Ginger R. CFP®, AEP of Raymond James
3810 Northdale Blvd Ste 180
Tampa, FL 33624
(877) 871 3472
(813) 968 1359 fax
Email
Website
Stanton, April M.
Sabal Trust
Stanton, April M. 4211 W Boy Scout Blvd Ste 190
Tampa, FL 33607
(813) 229 2180
Email
Website
Stein, Richard N. JD, LLM
Richard N. Stein
Stein, Richard N. JD, LLM 99 Ladoga Ave
Tampa, FL 33606
(813) 251 6594
Email
Stephens, Joel CLU
Thomas Financial
Stephens, Joel CLU 5550 W Executive Dr Ste 500
Tampa, FL 33609
(813) 273 9416
(813) 229 8874 fax
Email
Website
Taylor, J. Eric "Tate" JD
Trenam Law
Taylor, J. Eric "Tate" JD 101 E Kennedy Blvd Ste 2700
Tampa, FL 33602-5150
(813) 227 7420
(813) 227 0420 fax
Email
Website
Thomas Compton, Lauren S CFP. CLU
Thomas Financial
Thomas Compton, Lauren S CFP. CLU 5550 W Executive Dr Ste 500
Tampa, FL 33609
(813) 273 9416
(813) 299 8874 fax
Email
Website
Thompson, Velen D. CPFA,® CRPC®, CFP®
The Valdes Group
Thompson, Velen D. CPFA,® CRPC®, CFP® Merrill Lynch Wealth Management
101 E Kennedy Blvd Ste 1000
Tampa, FL 33602
(813) 273 8634
(813) 413 1373 fax
Email
Website
Touger, Marianne O. CPA
Garcia & Ortiz, PA
Touger, Marianne O. CPA 888 Executive Center Dr W Ste 01
Saint Petersburg, FL 33702
(727) 576 1245
Email
Website
Trujillo, Kimberly CPA
Rehmann
Trujillo, Kimberly CPA 201 E Pine St Ste 801
Orlando, FL 32801
(407) 434 9969
Email
Verras, Spiro J. JD
Verras Law, PA
Verras, Spiro J. JD 31640 US Highway 19 N Ste 4
Palm Harbor, FL 34684
(727) 493 2900
(888) 908 5750 fax
Email
Website
Wax, Jonathan D. CFP®
Waller & Wax Advisors Inc.
Wax, Jonathan D. CFP® 3010 W Azeele St Ste 120
Tampa, FL 33609
(813) 221 1956
(813) 221 1747 fax
Email
Website
Weeks, Emily B. JD, LLM
Hill Ward Henderson
Weeks, Emily B. JD, LLM 101 E Kennedy Blvd Ste 3700
Tampa, FL 33602
(813) 227 3900
(813) 221 2900 fax
Email
Website
Wehle, Gerard Francis Jr., JD, CPA
Drummond Wehle Yonge LLP
Wehle, Gerard Francis Jr., JD, CPA Attorneys at Law
6987 E Fowler Ave
Tampa, FL 33617
(813) 425 5749
(813) 983 8001 fax
Email
Website
Williams, Chase C. CFA, CAIA
Elevate Capital Solutions, LLC
Williams, Chase C. CFA, CAIA Tampa, FL
Email
Yongue, Marion T. CAP
University of South Florida Foundation, Inc.
Yongue, Marion T. CAP 4202 E Fowler Ave ALC100
Tampa, FL 33620
(813) 974 1897
(813) 974 8855 fax
Email
Website
Zipay, Matthew J. JD, LLM
Northern Trust
Zipay, Matthew J. JD, LLM 1001 Water St Ste 900
Tampa, FL 33602
(813) 307 6149
(813) 277 9125 fax
Email

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