Professional Advisory Council on Planned Giving
The Professional Advisory Council on Planned Giving comprises estate attorneys, financial planning professionals and accountants who are passionate about the arts and are willing to advise the Straz Center on matters of planned giving. Advisors also share their enthusiasm and knowledge about the Center with colleagues and clients when appropriate.
Mr. Brett Breen
Valic Financial Advisors
Ms. Caroline Breen
American Cancer Society
Ms. Gentry Byrnes
Wells Fargo
Mrs. Sara Contino
TIAA CREF
Mr. Larry Cuervo
Whitney National Bank
Mr. Clint Monts De Oca
M & I Institutional Trust Services
Rebecca deMaCarty
Bank of Tampa
Mr. Sam Dolcimascolo
Bush Ross
Ms. Julie Farber
Wells Fargo
Mr. Bruce Gordon
Shumaker, Loop & Kendrick
Mrs. Jennifer L. Griffin
Holland & Knight
Ms. Beth A. Horner
Wells Fargo
Ms. Karen E. Johnson
BB&T Private Financial Services
Mr. Robert M. Johnston
Morgan Stanley Smith Barney
Mr. Peter Kirkwood
Barnett, Bolt, Kirkwood, Long and McBride
Mr. Samuel R. Linsky
J. P. Morgan Private Banking
Mr. Matthew R. Masem, Jr.
BNY Mellon Wealth Management
Ms. Kim Mello
Greenberg Traurig
Mr. Eric Miller
TIAA CREF
Mr. Charles H. Mulfinger II, CIMA
Morgan Stanley Smith Barney
Mr Adam Palmer
Morgan Stanley Smith Barney
Mrs. Christine C. Phillips
J.P. Morgan
Mr. Joseph Pippen
Law Offices of Joseph F. Pippen, Jr. & Assoc.
Carla Powers
The Tampa Bay Trust Company
Ms. Melissa A. Register
Shumaker, Loop & Kendrick
Mr. Sandy Rief
Akerman Senterfitt
Mr. Michael Shimberg
Merrill Lynch
Mr. Charles A. Simmons
Greenberg Traurig
Mr. Rick Simonetti
Wachovia Bank
Mr. Joshua Smith
Prudential
Mr. Mark Spencer
US Trust
Mr. William (Tony) Strong
Fiduciary Trust
Mrs. Sara Tolliver
Barnett, Bolt, Kirkwood, Long and McBride
Mr. David Wheeler
Morgan Stanley Smith Barney
Mr. Jeffrey L. Wilson
Prudential
Ms. Jennifer Williams, CFP
Suntrust Bank