Platinum Sponsors
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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
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MPI
Roy Meyers
101 Poor Farm Road
Princeton, New Jersey
www.mpival.com
email: rmeyers@mpival.com
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PCE
Bob Buchanan
250 Park Avenue S., Suite 600
Winter Park , Florida 32789
Phone: (407) 599-5697 x20
Fax: (407) 599-5594
Cell: (407) 256-5199
www.pcecompanies.com
email: rbuchanan@pcecompanies.com
Gold Sponsors
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Ashar Group, LLC
555 Winderly Place
Suite 300
Maitland, FL 32751
407-445-8947
www.ashargroupllc.com
Paul Bowen
email: pb@ashargroupllc.com
Kristine Kugler
email: kristine.kugler@ashargroupllc.com
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Assett Management Advisors
300 South Orange Ave., Suite 775
Orlando, Fl. 32801
www.amaglobal.net
Michelle Soto
email: michelle.soto@amaglobal.net
Patricia McCrossan
email: patricia.mccrossan@amaglobal.net
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Deutsche Bank Florida Private Wealth Management
350 Royal Palm Way
Palm Beach, Florida 33480
Contact: Charlie Fischer
Phone: (561) 659-8844
Fax: (561) 659-8829
Cell: (561) 329-5768
www.db.com
Charlie Fischer
email: charles.b.fischer@db.com
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Key Private Bank
11300 U.S. Hwy One, Ste 101
N. Palm Beach FL 33408
561-630-1503
www.Keybank.com
email: Tim_Peters@Keybank.com
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Life Insurance Concepts
950 Peninsula Corporate Circle Suite 3010
Boca Raton Fl 33487
561-988-8984
www.LifeInsuranceConcepts.com
Traci Kratish
email: Traci@LifeInsuranceConcepts.com
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Udell Associates, Inc.
1605 Main Street, #1110
Sarasota FL 34236
1-800-725-6511
www.wealthenjoyment.com
Chris Roehm
email: chris@wealthenjoyment.com
Ian Robinson
email: ian@wealthenjoyment.com
Silver Sponsors
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American Financial Advisors, Inc.
3361 Rouse Road
Suite 135
Orlando, FL 32817
Phone: (407) 207-9006
Fax: (407) 207-0106
www.afadvisor.com
Paul Auslander
email: pauslander@afadvisor.com
Bernstein Global Wealth Management
777 S. Flagler Dr. #1010W
W. Palm Beach, Florida 33401
Eric Matheson
Phone: (561) 820-2177
Fax: (561) 820-2121
www.bernstein.com
Eric Matheson
email: eric.matheson@bernstein.com
Stephanie Gibson
email: stephanie.gibson@bernstein.com
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Comerica Bank
2401 PGA Blvd. Ste. 198
Palm Beach Gardens, FL
561-691-5910
www.comerica.com
Diane Peterson
email: dmpeterson@comerica.com
Kathleen Strother
email: kastrother@comerica.com
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Community Foundations of Florida
5550 NE 29th Avenue
Ft. Lauderdale, FL 33308
954-491-2831
www.communityfoundationsfl.org
Terri Murru
email: tmurru@communityfoundationsfl.org
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Flah & Company
Esperante, Suite 1660
222 Lakeview Avenue
West Palm Beach, Fl. 33401
561-655-7976
Richard Flah
rflah@flahco.com
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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
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Kenneth F. Hackett & Associates, Inc.
7901 SW 6th Court
Suite 490
Plantation, FL 33324
Phone: (954) 474-4227
Fax: (954) 474-9515
Ken Hackett
email: khackett@yahoo.com
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Shafe Group, Inc.
532 Versailles Drive, Ste. 201
Maitland , Florida 32751
Phone: (407) 539-2232
Fax: (407) 539-2946
www.shafegroup.com
Charles Shafe
email: email@shafegroup.com
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USB Financial Services, Inc.
3801 PGA Blvd.,
10th Floor
Palm Beach Gardens, FL 33410
www.ubs.com
Donn Sanders
email: Donn.Sanders@ubs.com
David Walker
email: david.walker@ubs.com
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Wachovia Exchange Services
1301 S. International Parkway
Suite 2021
Lake Mary, FL 32746
www.wachovia.com
Hamrick Alex
email: alex.hamrick@wachovia.com
- Wilmington Trust
2000 PGA Blvd., Suite 4400
N. Palm Beach, Florida 33408
Contact: Rob Ford
Phone: (561) 514-6711
Fax: (561) 630-1488
www.wilmingtontrust.com
email: rford@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
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