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
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
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GenSpring Family Offices
3801 PGA Blvd. Suite 555
Palm Beach Gardens, Florida 33410
www.genspring.com
Michelle Soto
Email: michelle.soto@genspring.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
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
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
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
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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
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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: terri@murru.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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UBS 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
- 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
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