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Estate Planners in Florida

Estate Planners in Tampa, FL

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Here is a complete directory of nearly every professional Estate Planners in Tampa, FL.

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22 results found

Cathy Brooks Tampa, FL

Professions & Specialties

Mortgage Broker • Estate Planner • Mortgage Specialist • Loan Officers • Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member • Buyer and Seller • Sales Representative • Photography Professional • Photographer • Lawyers • Financial Manager

Experience & Education

Position:
ASSOCIATE REALTOR at KELLER WILLIAMS TAMPA PROPERTIES, REALTOR ASSOCIATE at KELLER WILLIAMS TAMPA...
Title:
REALTOR ASSOCIATE at KELLER WILLIAMS TAMPA PROPERTIES
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Real Estate
Work history:
KELLER WILLIAMS TAMPA PROPERTIES ASSOCIATE REALTORsince 2012KELLER WILLIAMS TAMPA PROPERTIES - Tampa/St. Petersburg, Florida AreaREALTOR ASSOCIATEsince Nov 2012
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Johnny Adcock Tampa, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Advisor • Representative • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
President at Adcock Financial Group
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Insurance
Work history:
Adcock Financial Group Presidentsince Jan 1967
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Johnny Adcock Tampa, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President, Accredited Estate Planner AEP, Registered Investment Advisor RIA and CLU at Adcock...
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Adcock Financial Group President, Accredited Estate Planner AEP, Registered Investment Advisor RIA and CLUsince Jan 1967
Skills:
We represent businesses and families who require financial and advisory services, Our goal is to...
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James Mergens Tampa, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Managing Partner • Partner • Chief Executive • Financial Manager

Experience & Education

Position:
Managing Partner at Corporate Life Brokers, Certified Estate Planner at NICEP
Title:
Managing Partner at Corporate Life Brokers
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Insurance
Work history:
Corporate Life Brokers Managing Partnersince Jun 2006NICEP Certified Estate Plannersince 2002
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Satya Shaw Tampa, FL

Professions & Specialties

Estate Planner • Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Representative • Owner • Chief Executive • Financial Manager • Sports Trainer • Sports Trainers

Experience & Education

Position:
CERTIFIED PUBLIC ACCOUNTANT | Retirement & Tax Advisor | Owner at Shaw Tax Advisory Group, LLC, ...
Title:
CERTIFIED PUBLIC ACCOUNTANT | Retirement, Annuities, Insurance, Tax, Investment Advisor | Owner, Shaw Tax Advisory Group
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Shaw Tax Advisory Group, LLC - Tampa/St. Petersburg, Florida AreaCERTIFIED PUBLIC ACCOUNTANT | Retirement & Tax Advisor | Ownersince 1985Shaw Tax Advisory Group, LLC - Tampa/St. Petersburg, Florida AreaInvestment Advisor Representative | Retirement & Estate Planner | Retirement Wealth Coachsince 1985
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Joseph Pippen Tampa, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chairperson • Chief Executive • Host • Non-Profit • Corporate Executive • Financial Manager • Operations Manager • Organization Management • Philanthrope • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Commercial Announcer • Presenter

Experience & Education

Position:
President-Tampa Bay Chapter at Christian Legal Society, Immediate Past President(2 terms) at...
Title:
Managing Owner at Law Offices of Joseph F. Pippen Jr. & Associates
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Legal Services
Work history:
Christian Legal Society President-Tampa Bay Chaptersince May 2011Partnership for Philanthropic Planning-Tampa Chapter Immediate Past President(2 terms)since Jan 2010
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Karen Rogers Tampa, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Paralegal • Litigation Support Specialist • Department Manager • Department Supervisor • Manager • Operations Manager • Fiduciary • Trust Law Attorney • Lawyers • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Philanthrope • Non-Profit • Property Manager • Real Estate Manager

Experience & Education

Position:
Florida Registered Paralegal, Trust & Estates Paralegal at McFarland, Gould, Lyons, Sullivan...
Title:
Trusts & Estates Paralegal at McFarland, Gould, Lyons, Sullivan & Hogan, P.A.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Legal Services
Work history:
McFarland, Gould, Lyons, Sullivan & Hogan, P.A. - Clearwater, FloridaFlorida Registered Paralegal, Trust & Estates Paralegalsince Apr 2000Law Offices of Sharp, Ottaviano, & Barnes Family Law Paralegal1997 - 2000
Skills:
Probate, Estate Planning, Wills, Legal Support, Estate Settlement, Estate Administration, Trusts,...
Estate Planner Legal Network
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The Solution Tampa, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Co-Founder • Founder • Founding Member • Chief Executive • Training and Coaching Professional • Professional Development Teacher • Financial Manager • Model • Law Specialist • Paralegal • Lawyers • Front Office Receptionist • Managers

Experience & Education

Position:
Co-founder at The Ultimate Smart Solution, LLC, Co-founder at Your Outsource Solution, LLC
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Professional Training & Coaching
Work history:
The Ultimate Smart Solution, LLC Co-foundersince Sep 2009Your Outsource Solution, LLC Co-foundersince May 2009
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Steve Riley Tampa, FL

Professions & Specialties

Advisor • Owner • Manager • Chief Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Owner/Member Manager at Strategic Properties Group, Owner at The Strategic Counsel LC, Practice...
Title:
Practice Advisor at Great Law Practices
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Law Practice
Work history:
Strategic Properties Group Owner/Member Managersince 2002The Strategic Counsel LC Ownersince Jan 1997
Estate Planner Legal Network
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Pam Rodenhuis Tampa, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Sales Manager • Sales Director • Advertising Professional • Advertising Sales Agent • Managing Partner • Financial Manager • Partner • Chief Executive • Marketing Manager • Senior Online Leader • SEO Specialist • Internet Marketing Manager • Web Marketer • Entertainer

Experience & Education

Position:
Sales Manager at FWM Inc., Sales Manager at FWM Inc.
Title:
Sales Manager - FWM Inc. Free 15 minute consult * 813 944-3190
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Marketing and Advertising
Work history:
FWM Inc. Sales Managersince Jul 2008FWM Inc. Sales Managersince 2007
Estate Planner Legal Network
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Ron Oldano Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Estate Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Supporting Member • Advisor • Team Member • Bachelor of Science • Financial Manager • Sales Representative

Experience & Education

Position:
Senior Financial Advisor at Oldano and Associates
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Oldano and Associates Senior Financial Advisorsince Apr 1995
Skills:
Ron Oldano-Estate planning, net worth analysis, planned giving, education funding and protection,...
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Michael Lins Tampa, FL

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chairperson • Chief Executive • Law Specialist • Lawyers • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President and Shareholder at Lins Law Group, P.A.
Title:
Owner, Lins Law Group, P.A.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Law Practice
Work history:
Lins Law Group, P.A. President and Shareholdersince Jan 2001
Skills:
Elder Law, Estate Planning, Wills, Personal Injury, Family Law, Wrongful Death, Litigation, Civil...
Estate Planner Legal Network
Full Profile

Adam Lusthaus Tampa, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Law Specialist • Lawyers • Juris Doctor • Financial Manager

Experience & Education

Position:
Associate at Barnett, Bolt, Kirkwood, Long & McBride
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Law Practice
Work history:
Barnett, Bolt, Kirkwood, Long & McBride - Tampa/St. Petersburg, Florida AreaAssociatesince Mar 2011Ackerman, Levine, Cullen, Brickman & Limmer AssociateOct 2010 - Mar 2011
Skills:
Estate Planning, Corporate Law, Tax, Trusts, Tax Law
Estate Planner Legal Network
Full Profile

Leon Ferraez Tampa, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • General Counsel • Lawyers • Of Counsel • Jurist • Legal Counsel • Managing Partner • Partner • Chief Executive • Supporting Member • Team Member • Notary • Operations Manager • Financial Manager • Organization Management • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • IT Manager

Experience & Education

Position:
Managing Partner at Ferraez & Lucas
Title:
Attorney, Ferraez & Lucas
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Law Practice
Work history:
Ferraez & Lucas Managing Partnersince Mar 2004Mortgage Investors Corporation Associate General CounselOct 2002 - Mar 2004
Skills:
Estate Planning, Notary Public, Elder Law, Small Business, Asset Protection, Legal Assistance,...
Estate Planner Legal Network
Full Profile

Norm Raymer Tampa, FL

Professions & Specialties

Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CEO at Wealth Management Advisors
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Wealth Management Advisors CEOsince Jun 1981
Skills:
I specialize in retirement, financial & estate planning, Wealth Management and Business planning...
..Consultant) and a CEP (Certified Estate Planner)
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Karen Martin Tampa, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Paralegal • Litigation Support Specialist • Legal Aide • Real Estate Appraiser • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Business Administrator • Hospital Care Professional • Health Professional • Health Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Trust and Estates Paralegal at Shriners Hospitals for Children
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Legal Services
Work history:
Shriners Hospitals for Children Trust and Estates Paralegalsince Jul 2012Law Offices of Charles F. Robinson Legal AssistantApr 1994 - Jun 2012
Skills:
Public Speaking, Microsoft Office, Sales, Strategic Planning, Account Management, Customer Service, ...
Full Profile

John Dixon Tampa, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Supporting Member • Team Member • Defense Attorney • Juris Doctor • Bachelor of Arts • Financial Manager

Experience & Education

Position:
Managing Attorney at Dixon & Associates
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Law Practice
Work history:
Dixon & Associates Managing Attorneysince Mar 1998Barr, Murman, Tonelli, Herzfeld & Rubin AttorneyJan 1995 - Feb 1998
Estate Planner Legal Network
Full Profile

Vincent Ferraro Tampa, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Operations Manager • Business Administrator • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Ferraro, Higginbotham & Hayes PA
Title:
Ferraro, Higginbotham & Hayes PA
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Accounting
Work history:
Ferraro, Higginbotham & Hayes PA Presidentsince Jan 1978
Skills:
Financial Analysis, Tax, Small Business
Full Profile

Anne Freeman Tampa, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • Law Clerk • Lawyers • Judicial Law Clerk • Financial Manager • Guide • Tour Guide • Juris Doctor

Experience & Education

Position:
Owner at Law Offices of Anne Sunne Freeman
Title:
--
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Law Practice
Work history:
Law Offices of Anne Sunne Freeman Ownersince Oct 2011Sunne & Associates, PA Law ClerkAug 2005 - Apr 2011
Skills:
Leadership Development, Marketing Communications, Legislation
Full Profile

David Lanigan Tampa, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • Lawyers • Judge • Financial Manager • Real Estate Manager

Experience & Education

Position:
Owner at David Lanigan, P.A.
Title:
Owner, David Lanigan, P.A.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Law Practice
Work history:
David Lanigan, P.A. Ownersince Jan 1997Supreme Court of Missouri - Jefferson City, MissouriLawyer AssistantAug 1982 - May 1983
Skills:
Estate Planning, Litigation, Real Estate, Tax, Legal Research, Legal Writing, Commercial...
Estate Planner Legal Network
Full Profile

Aaron Gordon Tampa, FL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Legal Counsel • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Inside Legal Counsel at LM Funding, LLC
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Real Estate
Work history:
LM Funding, LLC Inside Legal Counselsince Sep 2009HealthTrust Associate2006 - 2008
Skills:
Real Estate, Commercial Litigation, Real Estate Development, Strategic Planning, Insurance,...
Estate Planner Legal Network
Full Profile

Bruce Gordon Tampa, FL

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Lawyers • Board Member • Chairperson • Financial Manager • Management Team Executive • Operations Manager • Chief Executive • Psychologist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Office:
Shumaker, Loop & Kendrick, LLP
101 East Kennedy Boulevard, Suite 2800, Tampa, FL 33602
Phone:
(813) 227-2234 (Phone)
Specialties:
Corporate Law / Business Organizations, Estate Planning
ISLN:
906980024
Admitted:
1973, Ohio (inactive), 1979, Florida
Biography:
Bruce H. Gordon's principal areas of practice are corporate, tax, estate planning, asset...
Full Profile

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Estate Planners around Tampa, FL

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Estate Planners in Florida

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