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.

Neil Archibald
Members Trust Company
 
Frank Bonsack
Fifth Third Private Bank
 
Gentry Byrnes
Wells Fargo
 
Cindy Campbell
Battaglia, Ross, Dicus & Wein, P.A.
 
Sara Contino
TIAA-CREF
 
Larry Cuervo
Whitney National Bank
 
Rebecca deMaCarty
Bank of Tampa
 
Paul Dolcimascolo
Berstein Global Wealth
 
Samuel Dolcimascolo
Bush Ross
 
Julie Farber
Wells Fargo
 
Bruce Gordon
Shumaker, Loop & Kendrick
 
Jennifer Griffin
Quarles and Brady LLp
 
Linda Hartley
Hill Ward Henderson
 
Beth Horner
Wells Fargo
 
Karen Johnson
BB&T Private Financial Services
 
Robert Johnston
Morgan Stanley Wealth Management
 
Peter Kirkwood
Barnett, Bolt, Kirkwood, Long & McBride
 
Samuel Linsky
JP Morgan Private Banking
 
Matthew Masem
 BNY Mellon Wealth Management
 
Kimberly Mello
Greenberg Traurig
 
Eric Miller
TIAA-CREF
 
Charles Mulfinger
Morgan Stanley Wealth Management
 
Adam Palmer
Morgan Stanley Wealth Management
 
Christine Phillips
JP Morgan
 
Joe Pippen
Law Offices of Joseph F. Pippen
 
Carla Powers
The Tampa Bay Trust Company
 
Melissa Register
Fifth Third Private Bank
 
Michael Shimberg
Merrill Lynch
 
Charles Simmons
Greenberg Traurig
 
Rick Simonetti
Wells Fargo
 
Marc Spencer
US Trust
 
Joel Stephens
Thomas Financial
 
Sara Tolliver
Barnett, Bolt, Kirkwood, Long & McBride
 
David Wheeler
Morgan Stanley Wealth Management
 
Jennifer Williams
Suntrust Bank
 
Anthony Zinge
JP Morgan