Platinum Sponsors
-
MPI
Roy Meyers
101 Poor Farm Road
Princeton, New Jersey
www.mpival.com
email: rmeyers@mpival.com
-
PCE
Bob Buchanan
200 East New England Ave., Suite 400
Winter Park, Florida 32789
Phone: 407-621-2100
Direct Line: 407-621-2120
Fax: 407-621-2199
www.pcecompanies.com
email: rbuchanan@pcecompanies.com
Gold Sponsors -
Udell Associates, Inc.
1605 Main Street, #1110
Sarasota FL 34236
1-800-725-6511
www.wealthenjoyment.com
Chris Roehm
email: chris@wealthenjoyment.com
Silver Sponsors -
Bernstein Global Wealth Management
101 East Kennedy Boulevard
Suite 3200
Tampa, FL 33602
www.bernstein.com
Stephanie Gibson
Phone (813)-314-3307
Fax (813)-314-3400
Stephanie Gibson
email: stephanie.gibson@bernstein.com
-
Bessemer Trust
222 Royal Palm Way
Palm Beach , Florida 33480
Contact: Jo Ann Engelhardt
Phone: (561) 655-4030
Fax: (561) 655-4699
www.bessemer.com
Jo Ann Engelhardt
email: engelhardt@bessemer.com -
Kaufman, Rossin & Co., PA.
2699 S. Bayshore Drive, Ste. 400
Miami Beach FL 33133
954-713-7477
www.kaufmanrossin.com
James J. Reto
email: jreto@kaufmanrossin.com
Janet Altman
email: jaltman@kaufmanrossin.com
- Key Private Bank
Tim Peters
Tim_Peters@Keybank.com
3507 Kyoto Gardens Drive, Suite 100
Palm Beach Gardens, FL 33410
- Newman + Cohen Financial Management
Jeremy Bloom
jeremy.bloom@newman-cohen.com
1108 E. Newport Center Drive
Deerfield Beach, Fl 33442
- Smith Barney
Matthew T. Shafer
matthew.shafer@morganstanleysmithbarney.com
595 S. Federal Hwy
Suite 400
Boca Raton, FL 33432
- UBS Financial Services Inc.
Dale Emerick
Vice President-Investments
Wealth Advisor
Senior Portfolio Manager
Portfolio Management Program
18167 US Highway 19 North, Suite 200
Clearwater, FL 33764
(727) 507-2547
dale.emerick@ubs.com
www.ubs.com/fa/daleemerick
- Wilmington Trust
David S. Fritz
Managing Director
Wealth Advisory
Wilmington Trust FSB
140 Royal Palm Way
Suite 204
Palm Beach, Florida 33480
Phone: 561-630-2112
800-814-3429
Fax: 561-659-1705
www.wilmingtontrust.com
email: dfritz@wilmingtontrust.com
Strategic Alliance
- American Association of Attorney - CPAs
www.attorney-cpa.com
- For more information about sponsorship opportunities, please contact:
email: Dominick R. Lioce
Sponsorship Chair
561-686-3307
561-686-5442 fax
