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Trust Law Attorneys in Florida

Trust Law Attorneys in West Palm Beach, FL

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Here is a complete directory of nearly all local Trust Law Attorneys in West Palm Beach, FL.

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119 results found

Patrick Whitehead West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Of Counsel • Jurist • Legal Counsel • Founder • Founding Member • Chief Executive

Experience & Education

Office:
Whitehead Law Offices, P.A.
215 South Olive Avenue, Suite 400, West Palm Beach, FL 33401
Mailing Address:
The Wagg Building, 215 South Olive Avenue, Suite 400, West Palm Beach, Florida, 33401
Phone:
(561) 833-5553 (Phone), (561) 301-4646 (Cell), (561) 833-5628 (Fax)
Specialties:
Estate Planning, Estate Administration
ISLN:
912217497
Admitted:
1997, Florida
Transactions:
Wills, Revocable (Living) Trusts, Durable Powers of Attorney, Health Care Surrogate Designations, Living Wills, Grantor Retainer Annuity Trusts, Irrevocable Life Insurance Trusts, Sales to Defective Grantor Trusts, Family Limited Partnerships, Family Limited Liability Companies, Tax Exempt Organizations including Private Foundations, Public Charities, Colleges and Schools, Charitable Remainder Trusts, Charitable Lead Trusts, C Corporations, S Corporations, Limited Liability Companies, Partnerships and general business agreements and contracts.
Biography:
Patrick is an attorney focusing on estate planning, probate and trust administration, and...
Full Profile

Peter Matwiczyk West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Probate Lawyer • Board Member • Chief Executive • Management Team Executive • Operations Manager

Experience & Education

Office:
Matwiczyk & Brown, LLP
625 N. Flagler Drive, Suite 401, West Palm Beach, FL 33401
Phone:
(561) 651-4004 (Phone)
Specialties:
Trusts and Estates, Estate Planning
ISLN:
905086154
Admitted:
1974, Pennsylvania and U.S. Tax Court, 1977, Florida
Biography:
Member, National Moot Court Team, 1972-1973. Senior Trial Attorney, Office of the Chief Counsel,...
Full Profile

Roger Hurd West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Treasurer • Operations Manager • Chief Executive • Financial Officer • Financial Manager

Experience & Education

Office:
Hurd, Horvath & Ross, P.A.
8295 North Military Trail, Suite A, Palm Beach Gardens, FL 33410
Phone:
(561) 627-1534 (Phone), (561) 627-2494 (Fax)
Specialties:
Banks and Banking, Trusts and Estates
ISLN:
906292011
Admitted:
1975, Florida, 1976, U.S. District Court, Middle District of Florida and U.S. Court of Appeals, Eleventh Circuit
Biography:
Phi Delta Phi. Instructor, Commercial Law, Palm Beach Chapter, Institute of Financial Education, 1986.
Full Profile

John Severson West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Burns & Severson, P.A.
400 Columbia Drive, West Palm Beach, FL 33409
Mailing Address:
P.O. Box 349, West Palm Beach, FL, 33402
Phone:
(561) 868-6625 (Phone), (561) 687-8103 (Fax)
Specialties:
Probate, Trusts and Estates
ISLN:
903842608
Admitted:
1980, Florida and Minnesota
Biography:
(Board Certified Wills, Trusts and Estates Lawyer, Florida Bar Board of Legal Specialization and...
Full Profile

Benjamin Brown West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chief Executive • Management Team Executive • Operations Manager

Experience & Education

Office:
Matwiczyk & Brown, LLP
625 N. Flagler Drive, Suite 401, West Palm Beach, FL 33401
Phone:
(561) 651-4004 (Phone)
Specialties:
Business Litigation, Fiduciary Litigation
ISLN:
908761188
Admitted:
1990, Florida
Biography:
Order of the Coif. Member, University of Florida Law Review, 1988-1989.
Full Profile

Kenni Judd West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
Gardens Plaza, 3300 Pga Boulevard, Suite 600, Palm Beach Gardens, FL
Specialties:
Probate, Probate Litigation
ISLN:
906073979
Admitted:
1986
Full Profile

Joseph Karp West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
The Karp Law Firm, P.A.
2875 Pga Boulevard, Suite 100, Palm Beach Gardens, FL
Specialties:
Elder Law, Medicaid Planning
ISLN:
906019205
Admitted:
1975
Full Profile

Philip Forbes West Palm Beach, FL

Professions & Specialties

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

Experience & Education

Office:
11382 Prosperity Farms Road, Suite 227, Palm Beach Gardens, FL
Specialties:
Wills, Trusts and Estates
ISLN:
907345488
Admitted:
1974
Full Profile

Raquel Rodriguez West Palm Beach, FL

Professions & Specialties

General Counsel • Fiduciary • Real Estate Attorneys • Real Estate Attorney • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Psychologist • Governor • Government Administration Officer • Civil Servant • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Administrative Officer • Chief Executive Officer • Partner • Chairperson • Board Member • Executive Compensation • Founding Member • Chief Executive • Corporate Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Butler • Security • Contractor • Philanthrope • Counselor • Non-Profit • Personal Care Aide • Advisor • Buyer • Sales Person • Supplier • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Marketing Professional • Advertising Sales Agent • Secretary • Psychology Specialist

Experience & Education

Office:
McDonald Hopkins LLC
505 S. Flagler Drive, Suite 300, West Palm Beach, FL 33401
Phone:
(305) 704-3994 (Phone)
Specialties:
Business Litigation, Government Affairs
ISLN:
902065190
Admitted:
1985, Florida, U.S. District Court for the Northern District of Florida
Biography:
Professional Experience

Raquel (Rocky) has more than 25 years of extensive experience...
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Courtney Tito West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Office:
McDonald Hopkins LLC
505 S. Flagler Drive, Suite 300, West Palm Beach, FL 33401
Phone:
(561) 472-2978 (Phone)
Specialties:
Commercial Litigation
ISLN:
921819002
Admitted:
2004, Florida, 2005, District of Columbia
Biography:
Professional Experience

Courtney is an experienced litigation attorney who focuses her ...
Full Profile

Jeffrey Kahn West Palm Beach, FL

Professions & Specialties

Fiduciary • Corporate Counsel • Trust Law Attorney • Lawyers • Legal Counsel • Executive Compensation • Chairperson • Founder • Chief Executive • Founding Member • Lecturer • Postsecondary Teacher • Author • Recognition • Sales Person • Buyer • Sales Representative • Buyer and Seller

Experience & Education

Office:
Greenberg Traurig, LLP
777 South Flagler Drive, Suite 300 East, West Palm Beach, FL 33401
Phone:
(561) 650-7900 (Phone), (561) 655-6222 (Fax)
Specialties:
Global Benefits & Compensation, Tax
ISLN:
906058990
Admitted:
1977, New York, 1978, Florida
Biography:
Jeffrey S. Kahn focuses his practice on employee benefits, executive compensation, and the design,...
Full Profile

Howard Coates West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Managing Partner • Partner • Chief Executive • Supporting Member • Construction • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Business Administration • Juris Doctor • Bachelor of Arts

Experience & Education

Company:
McDonald Hopkins LLC
Address:
505 S. Flagler Drive Suite 300, West Palm Beach, FL 33401 - Property Information
Phone:
(561) 472-2121 (Office), (561) 472-2122 (Fax)
Specialties:
Litigation - 40%(38 years, 1,000+ cases)
Probate - 20%(38 years, 100+ cases)
Licenses:
Florida - Member in Good Standing     1987
Georgia - Active Member in Good Standing     1986
Experience:
Member at McDonald Hopkins LLC     2009-present
Managing Partner at The Coates Law Firm     2004-2009
School:
Florida Atlantic University     2001
Degree:
MBA - Master of Business Administration - International Business
School:
Yale Law School     1986
Degree:
JD - Juris Doctor - Law
Awards:
Best Lawyers in America - Best Lawyers in America     2013
Preeminent 5.0 out of 5 - Martindale-Hubbell     2013
Associations:
Village of Wellington - Councilman/Vice-Mayor     2008-present
National Academy of Elder Law Attorneys - Member     2006-present
Full Profile

Geoffrey Cahen West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Supporting Member • Recognition • Construction • Representative • Team Member • Board Member • Management Team Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Person • Sales Representative

Experience & Education

Office:
Greenberg Traurig, LLP
777 South Flagler Drive, Suite 300 East, West Palm Beach, FL 33401
Phone:
(561) 650-7900 (Phone), (561) 655-6222 (Fax)
Specialties:
Litigation
ISLN:
917212602
Admitted:
2003, New York, 2005, Florida
Biography:
Geoffrey M. Cahen is a securities, commercial and trusts/estates litigator who focuses his practice ...
Full Profile

Rebecca Distefano West Palm Beach, FL

Professions & Specialties

General Counsel • Fiduciary • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Psychologist • Chief Executive • Chief Executive Officer • Executive Compensation • Board Member • Corporate Executive • Management Team Executive • Operations Manager • Entertainment Professional • Entertainer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Representative • Volunteer • Recognition • Team Member • Investor • Speaker • Non-Profit • Spokesperson • Master of Science • Author • Psychology Specialist

Experience & Education

Office:
Greenberg Traurig, LLP
777 South Flagler Drive, Suite 300 East, West Palm Beach, FL 33401
Phone:
(561) 650-7900 (Phone), (561) 655-6222 (Fax)
Specialties:
Corporate & Securities, Private Investment Funds and Investors
ISLN:
914336349
Admitted:
1999, Florida
Biography:
Rebecca G. DiStefano concentrates her practice in the areas of securities regulation, corporate...
Full Profile

Tracy Gerber West Palm Beach, FL

Professions & Specialties

Fiduciary • Arbitrator • Trust Law Attorney • Lawyers • Referee • Judge • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive • Counselor • Speaker • Recognition • Team Member • Advisor • Spokesperson • Representative

Experience & Education

Office:
Greenberg Traurig, LLP
777 South Flagler Drive, Suite 300 East, West Palm Beach, FL 33401
Phone:
(561) 650-7985 (Phone), (561) 655-6222 (Fax)
Specialties:
Securities Litigation, Labor & Employment Litigation
ISLN:
900098039
Admitted:
1994, Florida, U.S. District Court for the Southern District of Florida
Biography:
Tracy L. Gerber is a Shareholder in the firm's Palm Beach County offices where she is a member of...
Full Profile

Jonathan Vine West Palm Beach, FL

Professions & Specialties

Fiduciary • Law Clerk • Claims Counsel • Trust Law Attorney • Lawyers • Judicial Law Clerk • Legal Counsel • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Executive Compensation • Chief Executive • Bachelor of Arts • Juris Doctor • Philanthrope • Non-Profit

Experience & Education

Office:
Cole, Scott & Kissane, P.A.
1645 Palm Beach Lakes Boulevard, 2Nd Floor, West Palm Beach, FL 33401
Phone:
(561) 383-9203 (Phone)
Specialties:
Banking and Financial, Civil Rights Law
ISLN:
918346191
Admitted:
2000, New Jersey, 2001, New York
Biography:
Jonathan Vine is a partner with the firm's West Palm Beach Office and practices in the areas of...
Full Profile

Andrea Shwayri West Palm Beach, FL

Professions & Specialties

Lawyers • Fiduciary • Judicial Law Clerk • Judge • Summer Associate • Trust Law Attorney • Paralegal • Supporting Member • Construction • Recognition • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Office:
Greenberg Traurig, LLP
777 South Flagler Drive, Suite 300 East, West Palm Beach, FL 33401
Phone:
(561) 650-7993 (Phone), (561) 655-6222 (Fax)
Specialties:
Litigation
ISLN:
919797565
Admitted:
2008, Florida, U.S. Court of Appeals for the Eleventh Circuit
Biography:
Andrea Shwayri is a litigation associate in the Palm Beach County offices of Greenberg Traurig. She ...
Full Profile

Sean Perkins West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Construction • Representative

Experience & Education

Office:
Hall Booth Smith, P.C.
9250 Alternate A1A, 2Nd Floor (H), North Palm Beach, FL 33410
Phone:
(561) 472-1020 (Phone)
Specialties:
General Liability, Professional Negligence / Medical Malpractice
ISLN:
917013476
Admitted:
2002, Florida, 2002, U.S. District Court, Southern District of Florida
Biography:
After beginning his legal career as an Assistant State Attorney in Central Florida, Sean entered...
Full Profile

Rachel Beige West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Partner • Executive Compensation • Chief Executive • Master of Science • Bachelor of Arts • Juris Doctor • Entertainment Professional • Entertainer

Experience & Education

Office:
Cole, Scott & Kissane, P.A.
1645 Palm Beach Lakes Boulevard, 2Nd Floor, West Palm Beach, FL 33401
Phone:
(561) 383-9228 (Phone)
Specialties:
Admiralty and Maritime, Civil Rights Law
ISLN:
918961745
Admitted:
2005, Florida, 2006, New Jersey
Biography:
Rachel K. Beige is a partner with the firm's West Palm Beach Office and practices in the areas of...
Full Profile

Jeremy Colvin West Palm Beach, FL

Professions & Specialties

Fiduciary • Arbitrator • Trust Law Attorney • Lawyers • Referee • Judge • Captain • Volunteer • Non-Profit

Experience & Education

Office:
McDonald Hopkins LLC
505 S. Flagler Drive, Suite 300, West Palm Beach, FL 33401
Phone:
(561) 472-2971 (Phone)
Specialties:
Business Litigation, Securities Litigation
ISLN:
913113545
Admitted:
1998, Florida, U.S. District Court for the Northern District of Florida
Biography:
Professional Experience

Jeremy Colvin is a commercial litigator who handles complex...
Full Profile

Martina Nethery West Palm Beach, FL

Professions & Specialties

Associate Attorney • Law Specialist • Fiduciary • Lawyers • Trust Law Attorney

Experience & Education

Position:
Associate Attorney at Murphy Reid LLP
Title:
Attorney at Murphy Reid LLP
Location:
Palm Beach Gardens, Florida
Industry:
Law Practice
Work history:
Murphy Reid LLP - palm beach gardensAssociate Attorneysince Jul 2013Sachs Sax Caplan - boca raton, floridaAssociate AttorneyNov 2011 - Apr 2013
Full Profile

John Moran West Palm Beach, FL

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers

Experience & Education

Position:
Shareholder at Gunster Yoakley
Location:
West Palm Beach, Florida Area
Industry:
Law Practice
Work history:
Gunster Yoakley - West Palm Beach, FloridaShareholdersince Sep 2001
Full Profile

Ann Byk West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Independent Contractor • Contractor • Certified Public Accountant • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Non-Profit • Business Administrator • Managers • Advisor • Tax Accountant • Sports Trainer • Sports Trainers • Bachelor of Science • High School Diploma • Researcher • Survey Researcher • School Administrator • Educational Manager

Experience & Education

Position:
SOLE PROPRIETOR at ANN K. BYK, CPA, LLC
Title:
Estate & Trust Tax Manager
Location:
West Palm Beach, Florida Area
Industry:
Accounting
Work history:
ANN K. BYK, CPA, LLC SOLE PROPRIETORsince Apr 2010FICPA Trust & Estate CPA2005 - 2011
Skills:
Estate & Trust Tax, Foundation Tax, Trust & Estate Accounting, Tax, Income Tax, Estate...
Full Profile

Michael Lampert West Palm Beach, FL

Professions & Specialties

Lawyers • Of Counsel • Jurist • Legal Counsel • Trust Law Attorney • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Executive

Experience & Education

Office:
Michael A. Lampert, P.A.
1655 Palm Beach Lakes Boulevard, West Palm Beach, FL 33401
Phone:
(561) 907-8869 (Phone), (561) 909-2107 (Fax)
Specialties:
Tax Collection Defense, Tax Litigation
ISLN:
905659334
Admitted:
1983, Florida, 1984, Pennsylvania, District of Columbia and U.S. Tax Court
Biography:
Professional associations

-Palm Beach County Bar Association

-The Florida Bar ...
Full Profile

Wayne Moffett West Palm Beach, FL

Professions & Specialties

Executor • Trust Law Attorney • Lawyers • Director • Founder • Business Development Manager • Technology Director • Operations Manager • Founding Member • Chief Executive • Technology Manager • Technical Managers • Security • Software Engineer • Computer Software Professional • Software Developers • Department Supervisor • Manager • Computer Consultant • IT Consultant

Experience & Education

Position:
Director of Engineering for Access Control & Video Management Products at United Technologies - ...
Title:
Director of Engineering - UTC Fire & Security
Location:
West Palm Beach, Florida Area
Industry:
Computer Software
Work history:
United Technologies - CCS (Formerly UTC Fire & Security) Director of Engineering for Access Control & Video Management Productssince Jul 2010SureLane.com Founder / Chief Business Development Officersince 2010
Skills:
Start-ups, Product Development, Telecommunications, VoIP, Engineering Management, Web Development,...
Full Profile

Cory Mauro West Palm Beach, FL

Professions & Specialties

Fiduciary • Lawyers • Law Specialist • Trust Law Attorney • Host • Representative • Buyer • Sales Person • Buyer and Seller • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Shareholder at Akerman Senterfitt
Location:
West Palm Beach, Florida Area
Industry:
Law Practice
Work history:
Akerman Senterfitt - Miami and Palm BeachShareholdersince 2010Edwards Angell Palmer & Dodge LLP - West Palm Beach, Florida AreaLawyer2005 - 2010
Skills:
Trust, Commercial Litigation, Real Estate, Litigation, Wills, Arbitration, Legal Writing, Civil...
Full Profile

Tania Russo Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Designers • Construction • Counselor • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Sales Account Associate • Sales Agent • Buyer • Sales Person • Agent • Sales Executive • Sales Representative • Buyer and Seller • Sales Manager • Director of Operations • Operations Manager • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Realtor at Fite Shavell Associates
Title:
Realtor
Location:
Palm Beach, Florida
Industry:
Real Estate
Work history:
Fite Shavell Associates - North Palm Beach, FLRealtorsince Apr 2013Valore Group - Palm Beach, FLRealtor Sales AssocNov 2000 - Apr 2013
Languages:
Russian
Full Profile

James Pressly West Palm Beach, FL

Professions & Specialties

Lawyers • Fiduciary • Trust Law Attorney • Representative • Chairperson • Chief Executive

Experience & Education

Office:
Pressly & Pressly, P.A.
222 Lakeview Avenue, West Palm Beach, FL 33401
Phone:
(561) 249-4586 (Phone), (561) 655-6006 (Fax)
Specialties:
Probate Litigation, Trust Litigation
ISLN:
904319802
Admitted:
1972, Florida
Biography:
Phi Beta Kappa; Order of the Coif. Member, University of Florida Law Review, 1971-1972. Author:...
Full Profile

Lisa Richman West Palm Beach, FL

Professions & Specialties

Executor • Trust Law Attorney • Lawyers • Notary Public • Notary • Chief Executive Officer • Corporate Executive • Chief Executive • Operations Manager • Oncologist • Medical Practice Professional • Medical Practitioner • Organization Management • Owner • Partner • Vice President • Founding Member • Receptionist • Front Desk Clerk • Contractor • Office Clerk • Clerical Specialist • Administrative Associate • Administrative Clerk • Managers • Front Office Receptionist • Human Resources Specialist • Recruitment • Supplier • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Graphic Design Specialist • Graphic Designer • Arts and Crafts Specialist • Entertainer • Craft Artist • Market Analyst • Market Research Analyst • Independent Business Owners

Experience & Education

Position:
Executive Director at Richard David Kann Melanoma Foundation
Location:
West Palm Beach, Florida Area
Industry:
Nonprofit Organization Management
Work history:
Richard David Kann Melanoma Foundation - West Palm Beach, FLExecutive Directorsince Sep 2011Self employed - Palm Beach CountyTrustee and Executor for a private concern. Charity work.Jul 2005 - Sep 2011
Languages:
French
Full Profile

Jaimie Tuchman West Palm Beach, FL

Professions & Specialties

Fiduciary • Law Specialist • Associate Attorney • Trust Law Attorney • Lawyers • Judicial Law Clerk • Board Member • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerical Specialist • Psychology Specialist

Experience & Education

Title:
Attorney
Location:
West Palm Beach, Florida Area
Industry:
Law Practice
Work history:
The Receivables Exchange Legal DepartmentMay 2012 - Oct 2012Colson Hicks Eidson - Coral Gables, FLAssociate AttorneyFeb 2011 - Apr 2012
Skills:
Licensed to practice in Florida and Louisiana., Litigation, Personal Injury, Product Liability,...
Full Profile

Elaine James West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Address:
1 N Clematis St, West Palm Beach, FL 33401
Phone:
(561) 820-0276 (Phone), (561) 655-8719 (Fax)
Work:
Edwards Angell Palmer & Dodge LLP  
Specialties:
Business Law, Employment Law
Jurisdiction:
Florida  
Pennsylvania  
Law School:
Harvard Law School
Full Profile

Scott Siilverman West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Chairman of the Board • Chief Executive Officer • Chief Executive • Corporate Executive • Vice President of Operations • Financial Director • Managing Member • Founder • Partner • Vice President • Financial Officer • Financial Manager • Manager • Operations Manager • Founding Member • Equity Trader • Trader • Financial Services Sales Agent • Capital Markets Professional • Financial Services Professional • Computer Network Professional • Network Administrator • Bachelor of Business Administration • Recruitment • Property Manager • Real Estate Manager

Experience & Education

Position:
President, CEO and Chairman of the Board at EverAsia Financial Group, Inc, President and CEO at...
Location:
West Palm Beach, Florida Area
Industry:
Investment Banking
Work history:
EverAsia Financial Group, Inc President, CEO and Chairman of the Boardsince Jan 2007Alicanto Group, Inc President and CEOsince Jan 2001
Skills:
accounting, benefits administration, bookkeeping, business development, business plans, consulting, ...
Full Profile

Sr Shackelford West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Relationship Manager • Client Service Officer • Account Service Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Customer Service • Independent Business Owners • Contractor

Experience & Education

Position:
Financial Advisor at Primerica
Title:
Client Relationship Manager 401k Plans
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Primerica - Boca RatonFinancial Advisorsince Feb 2013Great-West Retirement Services - South Eastern TerritoryClient Relationship ManagerJul 2007 - Feb 2013
Skills:
Fully bilingual English, Bilingual, fully bilingual spanish, 401k, Defined Benefit, Retirement,...
Languages:
Spanish
Full Profile

Debra Cancilla West Palm Beach, FL

Professions & Specialties

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

Experience & Education

Position:
Vice President & Trust and Fiduciary Specialist at Wells Fargo, The Private Bank
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Wells Fargo, The Private Bank Vice President & Trust and Fiduciary Specialistsince May 1998Barnett Banks Trust Company/NationsBank Vice President & Sr. Trust OfficerOct 1990 - May 1998
Skills:
High Net Worth Individuals, Wealth Management, Trust & Estate Administration, Trust, Estate...
Full Profile

Scott Elliott West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Address:
1 N Clematis St, West Palm Beach, FL 33401
Phone:
(561) 820-0278 (Phone), (561) 655-8719 (Fax)
Work:
Edwards Angell Palmer & Dodge LLP  
Specialties:
Business Law, General Civil
Jurisdiction:
Florida  
Education:
University of Florida, Doctor of Jurisprudence (Doctor of Laws) 
University of Florida, L.M 
Full Profile

Roger Panek West Palm Beach, FL

Professions & Specialties

Executor • Trust Law Attorney • Lawyers • Business Administrator • Managers • Construction Specialist • Construction Laborer • Operations Manager

Experience & Education

Work

Company:
Townhouse renovation, restoration and management - West Palm Beach, FL
Company:
Prologistix professional search group - West Palm Beach, FL
Executor and caretaker arroyo grande, ca
Full Profile

Chad Musolf West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Counselor • Analyst • Advisor • Analysts • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Recruitment

Experience & Education

Position:
Consultant Relations Manager at INTECH Investment Management LLC (a Janus Capital Group Company)
Title:
Consultant Relations Manager at INTECH Investment Management LLC
Location:
West Palm Beach, Florida Area
Industry:
Investment Management
Work history:
INTECH Investment Management LLC (a Janus Capital Group Company) Consultant Relations Managersince Sep 2010Marco Consulting Group Fiduciary Services AnalystJan 2006 - Feb 2008
Full Profile

Owens Debi West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Advisor

Experience & Education

Position:
Fiduciary Advisor at Wilmington Trust
Location:
West Palm Beach, Florida Area
Industry:
Banking
Work history:
Wilmington Trust Fiduciary Advisor
Full Profile

Eileen Daly West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
SVP-Senior Fiduciary Officer at National City Mortgage
Location:
West Palm Beach, Florida Area
Industry:
Investment Management
Work history:
National City Mortgage SVP-Senior Fiduciary Officer
Full Profile

Virginia Crawford West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Work

Company:
J.p. morgan private bank - Palm Beach, FL, US
Fiduciary officer
Company:
Brown brothers harriman - Palm Beach, FL, US
Full Profile

Brett Burgan West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager

Experience & Education

Position:
Manager at Daszkal Bolton LLP
Location:
West Palm Beach, Florida Area
Industry:
Accounting
Work history:
Daszkal Bolton LLP Managersince May 2006
Skills:
Forensic accounting involving family law, commercial, bankruptcy, and probate matters
Full Profile

Rachel Beige West Palm Beach, FL

Professions & Specialties

Fiduciary • Law Specialist • Trust Law Attorney • Lawyers • Partner • Executive Compensation • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Partner at Cole, Scott & Kissane, P.A.
Location:
West Palm Beach, Florida Area
Industry:
Law Practice
Work history:
Cole, Scott & Kissane, P.A. Partnersince 2006
Full Profile

Arleatha Henderson West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Mortgage Broker • Mortgage Specialist • Loan Officers • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Management Team Executive • Operations Manager • Advisor • Non-Profit • Psychology Specialist

Experience & Education

Position:
Mortgage Broker/Loan Originator/Retired School Administrator at Envoy Mortgage, Loan Originator at...
Title:
Loan Originator at Envoy Mortgage
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Envoy Mortgage Mortgage Broker/Loan Originator/Retired School Administratorsince Oct 2009Envoy Mortgage Loan Originatorsince Oct 2009
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Scott Teich West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Vice President, Investments at Raymond James
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Raymond James Vice President, Investmentssince Mar 2001Gruntal & Company StockbrokerApr 1995 - Mar 2001
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Ray Shackelford West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Relationship Manager • Client Service Officer • Account Service Manager • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Customer Service

Experience & Education

Position:
Financial Advisor at Primerica
Title:
Client Relationship Manager 401k Plans
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Primerica - Boca RatonFinancial Advisorsince Feb 2013Great-West Retirement Services - South Eastern TerritoryClient Relationship ManagerJul 2007 - Feb 2013
Languages:
Spanish
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Grace Gutierrez West Palm Beach, FL

Professions & Specialties

Of Counsel • Fiduciary • Law Specialist • Jurist • Legal Counsel • Trust Law Attorney • Lawyers • Tax Preparer • Tax Accountant • Partner • Chief Executive

Experience & Education

Position:
Of Counsel at Gunster Yoakley
Location:
West Palm Beach, Florida Area
Industry:
Law Practice
Work history:
Gunster Yoakley - West Palm Beach, FloridaOf Counselsince Mar 2008Henderson, Franklin, Starnes & Holt, P.A. - Fort Myers, Florida AreaPartnerAug 1998 - Feb 2008
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Virginia Crawford West Palm Beach, FL

Professions & Specialties

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

Experience & Education

Title:
Visionary Degreed Fiduciary Officer
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
JP Morgan Fiduciary OfficerJul 2005 - Mar 2009Brown Brothers Harriman Trust Co. of Florida Fiduciary AdministratorNov 2002 - Jul 2005
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Paul Witmer West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Financial Director • Financial Officer • Financial Manager • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Construction • Non-Profit • Juris Doctor

Experience & Education

Position:
Director of Finance at HCSEF, Senior Level Accounting Management at Contact if Interested
Title:
Senior Level Accounting Management
Location:
West Palm Beach, Florida Area
Industry:
Accounting
Work history:
HCSEF Director of Financesince 2010Contact if Interested Senior Level Accounting Managementsince Jan 1990
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Laurie Pierce West Palm Beach, FL

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Owner • Chairperson • Chief Executive • Independent Contractor • Contractor • Wellness and Fitness • Tax Preparer • Independent Business Owners • Tax Accountant

Experience & Education

Position:
Owner at Make The Right Choice Inc, President at Tax Solutions Unlimited of the Palm Beaches Inc...
Title:
Owner, Make The Right Choice Inc
Location:
West Palm Beach, Florida Area
Industry:
Health, Wellness and Fitness
Work history:
Make The Right Choice Inc OwnerTax Solutions Unlimited of the Palm Beaches Inc Presidentsince Jan 1986
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Terisa Heine West Palm Beach, FL

Professions & Specialties

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

Experience & Education

Position:
Trust Officer at Regions Financial Corporation
Title:
Trust Advisor at Regions Bank
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Regions Financial Corporation Trust Officersince Apr 2013Wells Fargo Trust and Fiduciary Specialist2000 - 2013
Skills:
Wealth Management, High Net Worth Individuals, Trust Services
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