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Fiduciarys in Florida

Fiduciarys in Sarasota, FL

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43 results found

David Johnson Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Underwriter • Financial Consultant • Certified Financial Planner • Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Chairperson • Operations Manager • Financial Manager • Chief Executive

Experience & Education

Office:
David P. Johnson
2201 Ringling Boulevard, Suite 104, Sarasota, FL 34237
Phone:
(941) 365-0118 (Phone), (941) 323-1539 (Cell), (941) 955-3391 (Fax)
Specialties:
Wills, Trusts and Estates, Taxation
ISLN:
910205946
Admitted:
1984, Michigan, 1986, Florida
Biography:
David P. Johnson received his Bachelor of Business Administration Degree with distinction from the...
Full Profile

Christopher Staine Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Construction • Speaker • Representative • Spokesperson • Psychologist • Psychology Specialist

Experience & Education

Office:
Shumaker, Loop & Kendrick, LLP
240 South Pineapple Avenue, Sarasota, FL 34236
Mailing Address:
P.O. Box 49948, Sarasota, FL, 34230
Phone:
(941) 364-2718 (Phone)
Specialties:
Alternative Dispute Resolution, Commercial Litigation
ISLN:
917162761
Admitted:
2002, Florida, 2002, United States District Court Middle District of Florida
Biography:
Christopher Staine has successfully represented clients in state and federal courts throughout...
Full Profile

Robert Gill Sarasota, FL

Professions & Specialties

Lawyers • Trust Law Attorney • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Adams and Reese LLP
1515 Ringling Boulevard, Suite 700, Sarasota, FL 34236
Phone:
(941) 316-7600 (Phone)
Specialties:
Litigation, Class Action / Complex Litigation
ISLN:
907097035
Admitted:
1974, Illinois, 1980, Florida
Biography:
Robert "Bob" J. Gill joined Adams and Reese in 2010 following the firm's expansion into Sarasota....
breach of fiduciary duty and breach of contract
Full Profile

Christopher Braun Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Scientist • Program Director • Operations Manager • Information Technology Specialist • IT Specialist • Chairman of the Board • Management Team Executive • Chief Executive • Software Developer • Software Developers • Associate Professor • Lead Teacher • Lecturer • Postsecondary Teacher • Educator • Education Professional • Instructor • Captain • First Lieutenant • Leader • Guide • Business Administrator • Managers • Tour Guide • Master of Science • Doctor of Philosophy • Bachelor of Science

Experience & Education

Position:
Senior Scientist and Program Manager at MRSL, Inc., MRSL ESOP Trustee at MRSL, Inc.
Title:
Senior Scientist at MRSL, Inc.
Location:
Sarasota, Florida Area
Industry:
Information Technology and Services
Work history:
MRSL, Inc. - Sarasota, FLSenior Scientist and Program Managersince Oct 2011MRSL, Inc. - Sarasota, FLMRSL ESOP Trusteesince Oct 2011
Skills:
Java, Signal Processing, Project Management, Business Development, Matlab, Algorithm Design, c,...
Full Profile

Geoffrey Shea Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive Officer • Chief Executive • Corporate Executive • Advisor • Partner • Project Development Specialist • Skilled Professional • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
VP / Managing Director at Phasma ARL ( Advanced Robotics Lab)
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Phasma ARL ( Advanced Robotics Lab) - Sarasota, Florida AreaVP / Managing Directorsince Mar 2012Seeking a new opportunity in Finance Institutional Sales and HNW investment advisor looking for a new challengeMay 2010 - May 2012
Skills:
Fixed Income, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Securities, Bonds,...
Full Profile

Todd Joubert Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Notary • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Teller • Coordinator • Managers • Psychologist • Psychology Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Nurse • Nurse Practitioner • Sales Executive • Customer Service • Owner • Corporate Executive • Chief Executive • Sales Manager • Model • Bachelor of Science • Automotive Specialist • Automotive Professional • Computer Software Professional • Systems Support Specialist • Support Specialists • Software Developers

Experience & Education

Location:
Sarasota, Florida Area
Industry:
Real Estate
Work history:
SunTrust Bank Trust Real Estate SpecialistApr 2006 - Jul 2009SunTrust Bank Teller CoordinatorApr 2005 - Apr 2006
Full Profile

Enid Jack Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Human Resources Generalist • Human Resources Specialist • Human Resource Manager • Recruitment • Agent • Sales Representative • Recognition • Psychologist • Psychology Specialist • Clerical Specialist • Tour Guide • Bookkeeper • Operations Manager

Experience & Education

Position:
HR Generalist at City of Bradenton
Location:
Sarasota, Florida Area
Industry:
Human Resources
Work history:
City of Bradenton HR Generalistsince Feb 2010Turner Tree and Landscape Human Resource ManagerOct 2004 - Jan 2010
Full Profile

Julie Hayes Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Office Assistant • Office Clerk • Clerical Specialist • Chief Administrative Officer • Chief Executive • Business Administrator • Administrative Clerk • Manager • Chairperson • Department Supervisor • Operations Manager • Customer Service • Client Service Officer • Sales Agent • Sales Representative • Teller • Bachelor of Science • Mortgage Accountant • Loan Accountant

Experience & Education

Position:
Mortgage Loan Assistant at CTC Lending, an affiliate of PNC Bank
Location:
Sarasota, Florida Area
Industry:
Banking
Work history:
CTC Lending, an affiliate of PNC Bank - Sarasota, FLMortgage Loan Assistantsince Oct 2011Regions Bank PRIVATE BANKING EXECUTIVE ASSISTANTJul 2006 - Feb 2011
Full Profile

Susan Hines Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Law Specialist • Vice President • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Team Executive • Operations Manager • Non-Profit

Experience & Education

Position:
Vice President, Trust Officer at Caldwell Trust Company
Title:
Caldwell Trust Company- Vice President, Trust and Investment Services
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Caldwell Trust Company - Sarasota, Florida AreaVice President, Trust Officersince May 2013The Northern Trust Company - Sarasota, Florida AreaVice President, Trust and Investment ServicesMar 1996 - Apr 2013
Skills:
Estate Planning, Fundraising, Public Relations, Trusts, Marketing, Wealth Management, Philanthropy, ...
Full Profile

Gene Leforge Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Data Entry Specialist • Data Scientist • Director • Operations Manager • Advisor • Chief Executive • Financial Officer • Financial Manager

Experience & Education

Position:
Project Management - PowerPlant Software Installation and Upgrade. Software Integration with SAP at ...
Title:
Project Management, Business Consulting
Location:
Sarasota, Florida Area
Industry:
Management Consulting
Work history:
American Water Project Management - PowerPlant Software Installation and Upgrade. Software Integration with SAPsince Apr 2008Ray of Hope In Home Health Care and Training Director/Advisor of Marketing - Part time2008 - 2009
Full Profile

James Milano Sarasota, FL

Professions & Specialties

Corporate Counsel • Fiduciary • Legal Counsel • Trust Law Attorney • Lawyers • Executive Compensation • Board Member • Chief Executive • Management Team Executive • Operations Manager • Secretary • Supporting Member • Team Member

Experience & Education

Title:
Independent Compensation and Benefits Professional
Location:
Sarasota, Florida Area
Industry:
Legal Services
Work history:
Pfizer Inc Senior Corporate CounselAug 1992 - Aug 2010Colton and Boykin Associate in Law Firm - Tax GroupNov 1988 - Sep 1991
Full Profile

Joseph Patane Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Juris Doctor • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Managing Member • Financial Manager • Chief Executive • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Partner • Team Member • Commodities Clerk

Experience & Education

Position:
Vice President at Plancorp, LLC, Managing Member at Clark Station Retail Sarasota LLLP, Managing...
Title:
JD, LLM, CFP®, AIF®
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Plancorp, LLC Vice Presidentsince Jan 2005Clark Station Retail Sarasota LLLP Managing Membersince Jan 2005
Full Profile

Tami Conetta Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Practice Leader • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Senior Vice President at The Northern Trust Company, Advisory Services Practice Executive, East...
Title:
Advisory Services Practice Executive, East Region at The Northern Trust Company
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
The Northern Trust Company - FloridaSenior Vice Presidentsince Feb 2012The Northern Trust Company - Eastern U.S.Advisory Services Practice Executive, East Regionsince 2012
Skills:
Trusts, Estate Administration, Succession Planning, Estate Tax Planning, Estate Planning,...
Full Profile

Gardner Sherrill Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Manager • Chief Executive • Operations Manager • Advisor • Financial Planner • Banker • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
VP Wealth Advisor at Wells Fargo
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Wells Fargo VP Wealth Advisorsince Jun 2010
Skills:
Comprehensive Wealth Management, Professional Investment Management, Wealth Structuring, Wealth...
Full Profile

Daniel Hoffe Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Region Manager • Chief Executive • Advisor • Area Manager • Managers • Financial Manager • Operations Manager • Puchasing and Estimating Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Wealth Management Advisor at BB&T
Location:
Sarasota, Florida Area
Industry:
Banking
Work history:
BB&T Vice President, Wealth Management Advisorsince Sep 2010Cruise Car, Inc. Regional DirectorMar 2010 - Sep 2010
Skills:
Wealth Management, Credit, Certified Financial Planner, Estate Planning, Investment Strategies,...
Full Profile

Devin Florez Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Services Professional • Certified Financial Planner • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Apprentice • Bartender • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Financial Manager

Experience & Education

Title:
Financial Services Professional
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Nth Degree Financial Solutions Assistant Consultant / InternJun 2008 - Jul 2008Club Paris LLC. VIP Bartender / Lead BackwaiterSep 2006 - Jul 2007
Full Profile

Brad Goddard Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Relationship Manager • Account Service Manager • Client Service Officer • Vice President • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Vice President at PNC Wealth Management
Title:
Senior Relationship Manager - PNC Bank
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
PNC Wealth Management Vice Presidentsince Oct 2009Citi Global Wealth Management Director of Lending- Vice President2005 - 2008
Skills:
Investments, Wealth Management Services, Wealth Management
Full Profile

Becky Mccartney Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Information Technology Specialist • IT Specialist • Vice President • Chief Executive • Controller

Experience & Education

Position:
Independent Distributor at Monavie
Title:
Xerox Retiree - Monavie Independent Distributor
Location:
Sarasota, Florida Area
Industry:
Information Technology and Services
Work history:
Monavie Independent Distributorsince Sep 2008Xerox Corporation VP Controller Major AccountMay 1973 - Sep 2008
Skills:
Team Building
Full Profile

Brad Goddard Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Relationship Manager • Account Service Manager • Client Service Officer • Vice President • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Vice President at PNC Wealth Management
Title:
Senior Relationship Manager - PNC Bank
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
PNC Wealth Management Vice Presidentsince Oct 2009Citi Global Wealth Management Director of Lending- Vice President2005 - 2008
Skills:
Investments, Wealth Management Services, Wealth Management
Full Profile

Gloria Henriques Sarasota, FL

Professions & Specialties

Paralegal • Litigation Support Specialist • Articled Clerk • Fiduciary • Lawyers • Trust Law Attorney

Experience & Education

Position:
Paralegal at Greene Hamrick Quinlan Schermer & Esposito, P.A.
Title:
Paralegal at Greene Hamrick Perrey Quinlan & Schermer, PA
Location:
Sarasota, Florida Area
Industry:
Legal Services
Work history:
Greene Hamrick Quinlan Schermer & Esposito, P.A. - 601 12th St W, Bradenton, FL 34205Paralegalsince Jan 1997
Full Profile

Julia Lyman Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Trust and Fiduciary Specialist at Wells Fargo Bank
Location:
Sarasota, Florida Area
Industry:
Financial Services
Full Profile

Craig Tuley Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Owner • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager • Business Administrator • Non-Profit • Managers • Master of Business Administration • Account Service Manager

Experience & Education

Position:
Vice President, Client Advisor in Private Wealth Management at SunTrust Bank, Owner at Toolz...
Title:
Vice President, Client Advisor in Priavte Wealth Management at SunTrust Bank
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
SunTrust Bank - Sarasota, Florida AreaVice President, Client Advisor in Private Wealth Managementsince Jul 2013Toolz Management Company, LLC. - Cincinnati OhioOwnersince Apr 2009
Skills:
Banking, Sales Management, Strategic Planning, Coaching, Team Building, Public Speaking, Budgets,...
Full Profile

Pat Martin Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Owner • Operations Manager • Director of Operations • Chief Executive • Planner • Coordinator • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner • Organization Management • Office Clerk • Clerical Specialist • Warehousing Manager • Warehousing Professional • Stocker • Stock Clerk • Human Resources Specialist • Recruitment • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner/operator at A Moving Planner, Operations Manager at Pampered Movers of Sarasota, LLC,...
Title:
Moving & Relocation Specialist
Location:
Sarasota, Florida Area
Industry:
Transportation/Trucking/Railroad
Work history:
A Moving Planner Owner/operatorsince Dec 2010Pampered Movers of Sarasota, LLC - 4549 Mariotti ct. ste.#101 Sarasota,Fl. 34233Operations Managersince Jan 2000
Skills:
Relocations, Customer Service, Sales Management, Team Building, Contract Negotiation,...
Full Profile

David Johnson Sarasota, FL

Professions & Specialties

Articled Clerk • Law Specialist • Lawyers • Fiduciary • Trust Law Attorney • Juris Doctor • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Finance and Accounting Specialist • Financial Analyst • Estate Planner • Financial Services Sales Agent • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Agent • Sales Representative • Counselor • Leadership Think Tank • Advisor • Analysts

Experience & Education

Position:
Attorney at David P. Johnson, Esq.
Title:
David P. Johnson JD, CPA/PFS, CFP, CLU, ChFC
Location:
Sarasota, Florida Area
Industry:
Law Practice
Work history:
David P. Johnson, Esq. Attorneysince Sep 1990Northern Trust Trust Officer1985 - 1988
Skills:
Trusts, Wills, Estate Planning, Estate Tax Planning, Elder Law, Asset Protection, Tax Law, Estate...
Full Profile

Thomas Chipain Sarasota, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Chairperson • Founder • Chief Executive • Founding Member • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Compensations and Benefits • Business Administrator • Master of Science • Nurse • Nurse Practitioner • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
President at METIS Investment Strategies, President, Founder at ReviewMy401k.com
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
METIS Investment Strategies Presidentsince Jan 2010ReviewMy401k.com President, Foundersince Aug 2007
Skills:
Retirement Plan Specialist, Investment Management
and a Fiduciary Liability Assessment to make sure you
Full Profile

Christopher Caccia Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Philanthrope • Non-Profit • Computer Software Professional • Software Developers • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Customer Service • Operations Manager • Counselor • Business Consultant • Advisor • Regional Sales Consultant • Recruitment • Bachelor of Science

Experience & Education

Position:
Business Development Executive at Carr, Riggs & Ingram, LLC
Location:
Sarasota, Florida Area
Industry:
Computer Software
Work history:
Carr, Riggs & Ingram, LLC - Tampa/Clearwater, Florida AreaBusiness Development Executivesince May 2013Salient Corporation - Sarasota, Florida AreaSenior Account ExecutiveAug 2011 - Jun 2012
Skills:
Enterprise Software, Sales, Business Intelligence, New Business Development, SaaS, Business...
Full Profile

Tony Strong Sarasota, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Relationship Manager • Account Service Manager • Client Service Officer • Chief Executive Officer • Corporate Executive • Chief Executive • Customer Service • Partner • Team Leader • Operations Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelors Degree • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member

Experience & Education

Position:
Business Development / Relationship Manager at Seeking New Opportunity
Title:
Business Development - Relationship Manager
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Seeking New Opportunity Business Development / Relationship ManagerFiduciary Trust International - Southwest FloridaManaging DirectorJul 2008 - 2012
Skills:
Relationship Marketing, New Business Development, Team Leadership, Investment Advisory, Family...
Full Profile

Joe Downs Sarasota, FL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President • Financial Manager • Chief Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal, President at Reality Financial Planning Services, LLC
Title:
CFP(R), President, Financial Advisor at Reality Financial Planning Services, LLC
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Reality Financial Planning Services, LLC Principal, Presidentsince Apr 2007Sarasota Coastal Credit Union Vice President - Advisory ServicesAug 2003 - Feb 2007
Skills:
Retirement Planning, Strategic Financial Planning, Retirement, Estate Planning, Personal Finance,...
The Committee for the Fiduciary Standard
Full Profile

Thami Zakaria Sarasota, FL

Professions & Specialties

Financial Director • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Grafiplate company
Finance manager
Company:
Ciel compta
Internship at hmodialyse clinic as an accountant
Full Profile

Brian Zeitz Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Managing Partner • Vice President • Partner • Chief Executive • Financial Manager • Security • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Business Administration • Higher Education Professional • School Administrator • Educational Manager • Sales Representative

Experience & Education

Position:
Managing Partner at Monarch Asset Management
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Monarch Asset Management - Sarasota, FLManaging Partnersince Mar 2013Harris Bank Vice President and Senior Portfolio ManagerJun 2004 - Jan 2013
Certifications:
CTFA, Institute of Certified Bankers, American Bankers Association
FICB, Institute of Canadian Bankers
Full Profile

Anthony Desalvatore Sarasota, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Software Tester • Computer Specialist • Analyst • Business Analyst • Analysts • Software Engineer • Software Developers • Business Administrator • Team Leader • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Quality Assurance Analyst at FCCI
Title:
Senior Quality Assurance Analyst at FCCI Commercial Insurance
Location:
Sarasota, Florida Area
Industry:
Insurance
Work history:
FCCI Senior Quality Assurance Analystsince 2006JACKSON HEWITT TECHNOLOGY HEADQUARTERS Tax Content/Testing/Support: Experienced Senior Business AnalystMar 2002 - Jan 2006
Skills:
Insurance
fiduciary and corporate taxes (federal and state l..
Full Profile

Todd Kaplan Sarasota, FL

Professions & Specialties

Law Specialist • Lawyers • Trust Law Attorney • Vice President • Chief Executive • Bachelor of Arts • Property Manager • Real Estate Manager

Experience & Education

Position:
Member at Icard, Merrill, Cullis, Timm, Furen & Ginsburg, P.A., Vice President at Miracle...
Title:
Member at Icard, Merrill, Cullis, Timm, Furen & Ginsburg, P.A.
Location:
Sarasota, Florida Area
Industry:
Law Practice
Work history:
Icard, Merrill, Cullis, Timm, Furen & Ginsburg, P.A. Membersince Aug 2006Miracle League of Manasota Vice Presidentsince 2008
Skills:
Estate Planning, Commercial Litigation, Civil Litigation, Litigation, Legal Research, Legal...
I routinely represent the designated fiduciary and provide post mortem advice to truste..
Full Profile

Bret Tackett Sarasota, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Chairperson • Chief Executive • Advisor • Financial Manager • Non-Profit • Analyst • Analysts • Certified Financial Planner • Puchasing and Estimating Manager • Master of Science • Bachelor of Science • Associate of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Tackett Wealth Management
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Tackett Wealth Management Presidentsince May 2009A.G. Edwards / Wachovia Securities AdvisorSep 2001 - May 2009
..is a registered investment advisor and fiduciary that specializes in providing private as..
Full Profile

Dave Henderson Sarasota, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Bachelor of Science • Business Administrator • Puchasing and Estimating Manager

Experience & Education

Title:
Owner at Capital Planning Advisors,LLC
Location:
Sarasota, Florida Area
Industry:
Financial Services
Skills:
Fixed Annuities
401,k,Fiduciary Advice Group
Full Profile

Charles Alkire Sarasota, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Instructor • Pedagogue • Financial Manager • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Bachelors Degree • Doctor of Medicine

Experience & Education

Position:
Owner at Alkire Financial Advisory, Inc.
Title:
Owner, Alkire Financial Advisory, Inc.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Alkire Financial Advisory, Inc. - Srasota, FLOwnersince 2008Financial Planning Instruction, Inc. National instructor2006 - 2007
Certifications:
CFP® Certified Financial Planner™, CFP® Certified Financial Planner™
AIF® Accredited Investment Fiduciary®, AIF® Accredited Investment Fiduciary®
Full Profile

Gina Valentino Sarasota, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Director • Business Development Manager • Operations Manager • Computer Software Professional • Software Developers • Chief Executive Officer • Corporate Executive • Chief Executive • Network Systems Administrator • Computer Network Professional • Network Administrator • Master of Business Administration • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Director of ECM at Vertical Market Solutions
Title:
Vertical Market Solutions
Location:
Sarasota, Florida Area
Industry:
Computer Software
Work history:
Vertical Market Solutions Director of ECMsince Mar 2008DEX Imaging Business Development ManagerOct 2005 - Oct 2007
..Government customers for our Fiduciary Sofware services and systems
Full Profile

Jennifer Guendjoian Sarasota, FL

Professions & Specialties

Vice President • Chief Executive • Financial Manager • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member

Experience & Education

Position:
Portfolio Manager at US Trust
Title:
Vice President at US Trust
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
US Trust Portfolio Managersince Oct 2008SunTrust Bank Portfolio Management AssociateMar 2001 - Oct 2008
Professional Trust and Fiduciary Services
Full Profile

Helen Low Sarasota, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Marketing Professional • Advertising Sales Agent • Fundraiser • Fundraising Officer • Volunteer • Non-Profit • Hospital Care Professional • Health Professional • Health Practitioner • Operations Manager

Experience & Education

Title:
Retired Sales and Marketing Professional
Location:
Sarasota, Florida Area
Industry:
Renewables & Environment
Work history:
Susan G. Komen Foundation FundraiserJan 2008 - Oct 2008American Cancer Society Volunteer2007 - 2007
Marketing at Beacon Fiduciary Advisors
Full Profile

Karen Hough Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at Northern Trust
Location:
Sarasota, Florida Area
Industry:
Banking
Work history:
Northern Trust - Sarasota, Florida AreaVice Presidentsince Oct 2006SunTrust Bank Vice PresidentMar 1994 - Oct 2006
Full Profile

Sheryl Southwick Sarasota, FL

Professions & Specialties

Director • Operations Manager • Human Resources Specialist • Recruitment

Experience & Education

Position:
Director, Compliance at TriNet
Location:
Sarasota, Florida Area
Industry:
Human Resources
Work history:
TriNet Director, Compliancesince 1999
Skills:
ERISA, Employee Benefits
Fiduciary Society for Ethical Financial Practices
Full Profile

Chris Caccia Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Area Sales Manager • Regional Sales Consultant • Sales Representative • Computer Software Professional • Software Developers • Operations Manager

Experience & Education

Title:
Regional Sales Manager - Corporate Income Tax Sales at Vertex, Inc.
Location:
Sarasota, Florida Area
Industry:
Computer Software
Full Profile

Ronald Chapman Bloomfield, MI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Owner • Chief Executive • Chief Administrative Officer • Security • Agent • Sales Representative • Juris Doctor • Master of Public Administration • Bachelor of Arts

Experience & Education

Company:
Chapman Law group
Address:
40950 Woodward Suite 120, Bloomfield Hills, MI 48304 - Property Information
Phone:
(248) 644-6326 (Office)
Company:
Chapman Law Group
Address:
1834 Main Street, Sarasota, FL 34236 - Property Information
Phone:
(941) 893-3449 (Office)
Specialties:
Health Care - 50%
Ethics / Professional Responsibility - 10%
Licenses:
Florida - Member in Good Standing     2003
Michigan - Active And In Good Standing     1985
Experience:
President & Owner at Chapman Law Group     1989-present
1st Lieutenant U.S.A.R., J.A.G. Corps. at United States Army & Army Reserve     1987-1991
School:
Wayne State University Law School     1984
Degree:
JD - Juris Doctor - Law
School:
University of Southern California     1980
Degree:
M.P.A
Awards:
AV Rated - Martindale Hubbell     2012
Top Lawyer - DBusiness     2010
Associations:
Florida Bar - Member     2003-present
State Bar of Michigan - Member     1985-present

Ronald W. Chapman is owner of Chapman Law Group. and has been practicing law for over 27 years....

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Lisa Blakeley Sarasota, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Sports Trainer • Sports Trainers • Instructor • Pedagogue • Property Manager • Real Estate Manager

Experience & Education

Specialties:
Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Horse properties, Staging, Relocation
Work:
Blakeley & Associates Realty
Sarasota, FL
(941) 567-3100 (Phone)
Certifications:
ABR, CRS, ALC
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Residential Rental
Awards:
Too Many To List
Skills:
Own Short Sale Negotiation Company, Real Estate Instructor
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Fiduciarys near Sarasota, FL0481216Saint PetersburgBradentonVeniceEllentonRuskinWimaumaLongboat Key


Fiduciarys around Sarasota, FL

Bradenton  (5)
Ellenton  (2)
Longboat Key  (1)
Ruskin  (1)
Venice  (3)
Wimauma  (1)

Fiduciarys in Florida

Sub-specializations

Executor  (2)
Fiduciary  (43)