Planned Giving Council

LEADERSHIP COUNCIL

Mark Ashdown
Merrill Lynch
James A. Beindorf
Offutt, Barton, Schlitt, LLC
Nicholas L. Bruce
Collins, Brown, Barkett, Garavaglia, & Lawn Chartered
Ralph L. Evans, Esq.
Collins, Brown, Barkett, Garavaglia, & Lawn Chartered
Todd W. Fennell
Gould, Cooksey, Fennell, P.A.
Todd Heckman
Estate Planning Advisors
William N. Kirk
Gould, Cooksey, Fennell, P.A.
Ronald Lawn
Collins, Brown, Barkett, Garavaglia, & Lawn Chartered

ADVISORY COUNCIL

Kathryn F. Barton
Offutt, Barton, Schlitt, LLC
Greg Brown
National Bank of Commerce
Rusty Cappelen III
UBS
Shaun Fedder
Client 1st Advisory Group
David W. Griffis
Vero Beach Global Advisors
Beckett Horner
Block & Scarpa
Amy Johnson
Offutt, Barton, Schlitt, LLC
Matt King
Wilmington Trust
Lori Lazorik
UBS Financial Services
Gloria A. Nicely
PNC Wealth Management
Christy Northfield
Morgan Stanley
Harry C. Offutt
Offutt, Barton, Schlitt, LLC
Jeffrey Phillips
Rehmann
Tyler Grant Puttick
Block & Scarpa
William F. Schlitt
Offutt, Barton, Schlitt, LLC
Stephanie Springer
Merrill Lynch
Sue Tompkins
Merrill Lynch

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