Professional Advisory Council on Planned Giving
The Professional Advisory Council on Planned Giving comprises estate attorneys, financial planning professionals and accountants who are passionate about the arts and are willing to advise the Straz Center on matters of planned giving. Advisors also share their enthusiasm and knowledge about the Center with colleagues and clients when appropriate.
Ms. Nawal K. Batteh Fisher & Sauls, P.A.
(727) 822-2033
nbatteh@fishersauls.com
Ms. Gentry Byrnes Wachovia Bank, N.A.
(727) 895-2872
gentry.byrnes@wachovia.com
Ms. Patricia M. Dockery Battaglia, Ross, Dicus & Wein, P.A.
(727) 381-2300
pdock@brdwlaw.com
Mr. Sam Dolcimascolo Bush Ross
(813) 204-6432
sdolcimascolo@bushross.com
Ms. Julie Farber Wachovia Bank, N.A
(813) 276-6530
julie.farber@wachovia.com
Mr. Bruce Gordon Shumaker, Loop & Kendrick
(813) 229-7600
Bgordon@slk-law.com
Ms. Beth A. Horner, J.D. Wachovia Bank, N.A.
(727) 895-2867
beth.horner@wachovia.com
Ms. Karen E. Johnson, CFP Colonial Bank
(813) 314-5277
Karen_Johnson@Colonialbank.com
Mr. Peter Kirkwood Barnett, Bolt, Kirkwood, Long, McBride
(813) 253-2020
ptk@barnettbolt.com
Mr. Perry Landmeyer Morgan Keegan
(813) 839-6358
Perry.landmeyer@morgankeegan.com
Mr. Samuel R. Linsky Neuberger Berman, LLC
(813) 387-3200
samuel.linsky@nb.com
Ms. Marian McGrath Marian H. McGrath, P.A.
(727) 896-3171
marian@marianmcgrath.com
Mr. Eric Miller TIAA CREF Financial Services
(813) 632-5122
emiller@tiaa-cref.org
Mr. Charles H. Mulfinger II, CIMA Smith Barney
(813) 227-2061
charles.mulfinger.ii@citi.com
Mr. Adam Palmer Smith Barney
(813) 227-2033
adam.h.palmer@citi.com
Ms. Marilyn Polson Fisher & Sauls, P.A.
(727) 822-2033
mpolson@fishersauls.com
Ms. Melissa L. Powell, CLU Northwestern Mutual Financial Network
(813) 875-2005
melissa.powell@nmfn.com
Ms. Melissa A. Register Shumaker, Loop & Kendrick (
813) 229-7600
mregister@slk-law.com
Mr. Mark Rhein Fifth Third Investment Advisors
(813) 306-2492
mark.rhein@53.com
Mr. Sandy Rief Akerman Senterfitt
(813) 223-7333
sandy.rief@akerman.com
Mr. Michael Shimberg Merrill Lynch
(813) 273-8639
michael_shimberg@ml.com
Mr. Charles A. Simmons Greenberg Traurig
(212) 801-9311
simmonsc@gtlaw.com
Mr. Rick Simonetti Wachovia Bank, N.A.
(813) 276-6476
rick.simonetti@wachovia.com
Mr. Mark A. Spencer US Trust Bank of America Private Wealth Management
(813) 225-8474
marc.a.spencer@ustrust.com
Mr. Chad Trecida Merrill Lynch
(813) 273-8628
chad_trecida@ml.com
Mr. Mike Urette Great American Corporation
(813) 876-7838
murette@aol.com
Mr. David Wheeler Smith Barney
(813) 227-2178
david.wheeler@citi.com
Mr. Jeff Weiner Merrill Lynch
(813) 273-8528
jeffrey_weiner@ml.com