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Trust Law Attorneys in Florida

Trust Law Attorneys in Vero Beach, FL

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Here is a complete list of nearly every local Trust Law Attorneys in Vero Beach, FL.

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12 results found

E. Lauer Vero Beach, FL

Professions & Specialties

Conservator • Fiduciary • Lawyers • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Entertainment Professional • Entertainer • Tax Assessor • Revenue Agent • Accounting Bookkeeper • Bookkeeper • Board Member • Operations Manager • Financial Officer • Financial Manager • Chief Executive • Management Team Executive

Experience & Education

Office:
E. Steven Lauer, P.A., Attorneys at Law
3426 Ocean Drive, Vero Beach, FL 32963
Mailing Address:
P.O. Box 643343, Vero Beach, FL, 32964-3343
Phone:
(772) 234-4200 (Phone), (772) 234-4249 (Fax)
Specialties:
Wills, Living Trusts
ISLN:
905604198
Admitted:
1977, Florida, 1979, U.S. Tax Court
Biography:
Steve Lauer was born in 1952 in St. Louis, Missouri. He was the valedictorian of the 1970...
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Richard Sneed Vero Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Real Estate Attorney • Mediator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Postsecondary Teacher

Experience & Education

Office:
Richard D. Sneed, Jr., P.A.
2001 9Th. Avenue, Vero Beach, FL 32960
Mailing Address:
Suite 114, 2001 Building, 2001 9th. Avenue, Vero Beach, Florida, 32960
Phone:
(772) 465-2330 (Phone), (772) 465-2342 (Fax)
Specialties:
Real Estate, Wills
ISLN:
903580623
Admitted:
1971, Florida, 1972, U.S. District Court, Southern District of Florida and U.S. Tax Court
Military:
Sergeant, U.S. Army, 1968-1974
Biography:
Phi Alpha Delta. Commissioner, Fort Pierce Housing Authority, 1985-1996. Lecturer National Business ...
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Montie Labadie Vero Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Address:
Po Box 643714, Vero Beach, FL 32964
Phone:
(772) 564-7925 (Office)
Specialties:
Estate Planning - 20%(44 years)
Tax - 20%(44 years)
Licenses:
Florida - Member in Good Standing     1977
Michigan - Active And In Good Standing     1976
Experience:
Trust & Fiduciary Specialist at Wells Fargo Private Client Services     2005-present
School:
Wayne State University Law School     1983
Degree:
LL.M - Master of Laws - Taxation
School:
Wayne State University Law School     1976
Degree:
JD - Juris Doctor - Law
Languages:
English
Associations:
Indian River County Bar Association      2010-present
Indian River County Estate Planning Council      2005-present
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Anthony Guettler Vero Beach, FL

Professions & Specialties

Fiduciary • Paralegal • Trust Law Attorney • Lawyers • Supporting Member • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Juris Doctor

Experience & Education

Company:
Gould Cooksey Fennell, P.A.
Address:
979 Beachland Blvd., Vero Beach, FL 32963 - Property Information
Phone:
(772) 231-1100 (Office)
Specialties:
Estate Planning - 100%(19 years)
Licenses:
Florida - Member in Good Standing     2005
Experience:
Associate at Gould Cooksey Fennell, P.A.     2009-present
Associate at Weiss & Handler, P.A.     2005-2007
School:
University of Florida, Fredric G. Levin College of Law     2009
Degree:
Masters of Laws in Taxation - Taxation
School:
University of Florida, Fredric G. Levin College of Law     2005
Degree:
JD - Juris Doctor - Law
Languages:
English
Awards:
Board Certified - Wills, Trusts & Estates - Florida Bar     2012
Masters of Laws in Taxation - University of Florida     2009
Associations:
Indian River Estate Planning Council - Vice President     2012-present
Treasure Coast Gator Club - President     2012-present

Anthony P. Guettleris a 4thgenerationFloridian, and joined the firm in2009 as a member of the...

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Darcie Alcott Vero Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Administrative Associate • Philanthrope • Administrative Clerk • Clerical Specialist • Non-Profit • Chairperson • Chief Executive • Secretary • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Client Service Officer • Agent • Sales Representative • Health Professional • Health Practitioner

Experience & Education

Position:
Panel 61 Chair at District 6 South Florida Area 15, Weekend Administrative Assistant at Associated...
Title:
Weekend Administrative Assistant at Associated Home Solutions Realty
Location:
Vero Beach, Florida
Industry:
Real Estate
Work history:
District 6 South Florida Area 15 - Ft. Pierce, FLPanel 61 Chairsince Jan 2011Associated Home Solutions Realty - 1979 35th Ave, Vero Beach, FL 32960Weekend Administrative Assistantsince Jan 2011
Skills:
Editing, Microsoft Office, Administrative Support, Administration, Writing, Word, PowerPoint,...
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Dee Giannotti Vero Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Manager • Chairman of the Board • Chief Executive • Operations Manager • Financial Manager • Chairperson • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President/Portfolio Manager at Cypress Trust Company
Title:
Vice President/Portfolio Manager with Cypress Trust Company
Location:
Vero Beach, Florida
Industry:
Financial Services
Work history:
Cypress Trust Company Vice President/Portfolio Managersince Jun 2005Youth Guidance of Indian River County Board ChairDec 2009 - Dec 2011
Skills:
Portfolio Management, Asset Allocation
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Gayle Gilmore Vero Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Advisor • Finance and Accounting Specialist • Operations Manager

Experience & Education

Position:
Semi-retired CPA at Self emloyed
Title:
Semi-retired CPA
Location:
Vero Beach, Florida
Industry:
Accounting
Work history:
Self emloyed Semi-retired CPAsince Sep 2008Wilmington Trust FSB Fiduciary AdvisorNov 2005 - Sep 2008
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Dorothy O'guin Vero Beach, FL

Professions & Specialties

Litigation Support Specialist • Paralegal • Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Chair of Committee • Chairperson • Chief Executive

Experience & Education

Position:
Advanced Certified Paralegal, Florida Registered Paralegal & Wellness Committee Chair at...
Title:
Advanced Certified Paralegal & Wellness Committee Chair at Gunster
Location:
Vero Beach, Florida
Industry:
Law Practice
Work history:
Gunster Yoakley - Vero Beach, FLAdvanced Certified Paralegal, Florida Registered Paralegal & Wellness Committee Chairsince Oct 1997Moss Henderson Certified ParalegalOct 2000 - Oct 2007
Certifications:
Advanced Certified Paralegal, NALA
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Christy Northfield Vero Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Team Member • Instructor • Pedagogue • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Advisor • Guide • Advisor • Tour Guide • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Science • Database Administration Professional • Database Administrator • Market Research Analyst • Marketing Manager • Founding Member • Chief Executive • Physical Therapists

Experience & Education

Position:
Wealth Advisory Associate at Morgan Stanley Wealth Management, Spin, Aqua, & Fitness Instructor ...
Title:
I bring better financial situations to my clients.
Location:
Vero Beach, Florida
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Vero Beach, FLWealth Advisory Associatesince 2012Quail Valley Golf & River Club - Vero Beach, FLSpin, Aqua, & Fitness Instructor - Coachsince Jan 2012
Skills:
Medical Marketing & Sales, Consultative Sales Professional, Grant Writing, Proposal Writing,...
Languages:
French, Greek, Spanish, Italian
Certifications:
Series 7
Series 66
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David Cherry Sebastian, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Agent • Sales Representative • Director • Sales Manager • Sales Director • Marketing Director • Financial Officer • Financial Manager • Operations Manager • Marketing Manager • Community Service Manager • Management Consultant • Counselor • Business Administrator • Managers • Management Analyst • Analysts • Relationship Manager • Account Service Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Recruitment • Bachelor of Arts • Government Administration Professional • Hospital Care Professional • Health Professional • Health Practitioner • Property Manager • Real Estate Manager

Experience & Education

Position:
CEO at Atwell Associates, LLC, Account Manager at CDC, Inc
Title:
President, Atwell Associates, LLC
Location:
Sebastian, Florida
Industry:
Financial Services
Work history:
Atwell Associates, LLC - Sebastian, FLCEOsince Mar 2013CDC, Inc - Vero beach, FLAccount Managersince Sep 2012
Skills:
Public Relations, Teaching, Sales, Change Management, Operations Management, Tax, Social Media...
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Bob Santoro Vero Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Non-Profit • Advisor • PR and Communications Professional • Public Relations Professinal • Branch Manager • Field Marketing Specialist • Marketing Administrator • Physician • Financial Manager • Marketing Manager

Experience & Education

Location:
Vero Beach, Florida
Industry:
Financial Services
Skills:
Wealth Management, Retirement, Retirement Planning, Series 7, Mutual Funds, Portfolio Management,...
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J.c. Britt Fort Pierce, FL

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Chief Executive • Financial Manager • Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager

Experience & Education

Position:
First Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley
Title:
First Vice President, Financial Advisor at Morgan Stanley
Location:
Fort Pierce, Florida Area
Industry:
Investment Management
Work history:
Morgan Stanley - 3525 Ocean Drive, Vero Beach FL 32963First Vice President, Portfolio Manager, Financial Advisorsince Sep 2010UBS Financial Services VICE PRESIDENT-INVESTMENTSMay 2007 - Sep 2010
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Trust Law Attorneys near Vero Beach, FL024487296120West Palm BeachMelbourneStuartFort PierceJupiterCocoaSebastianCocoa BeachOkeechobee


Trust Law Attorneys around Vero Beach, FL

Cocoa  (2)
Cocoa Beach  (1)
Fort Pierce  (9)
Jupiter  (3)
Melbourne  (31)
Okeechobee  (1)
Sebastian  (2)
Stuart  (12)
West Palm Beach  (119)

Trust Law Attorneys in Florida

Sub-specializations

Fiduciary  (12)