Professional Advisor Partners
Our Professional Advisor Partners are skilled professionals who have worked with their clients to carry out their charitable wishes through The Community Foundation.
November 14, 2020
- Edward "Ted" Almy Jr. – ARCH Group | UBS
- Donald W. Anderson, Esq. - Brenner, Saltzman & Wallman LLP
- Helene Augustine, CTFA - Wells Fargo Private Bank
- Greg R. Barringer, Esq. - Reid & Riege PC
- Patricia R. Beauregard, Esq. - Cummings & Lockwood LLC
- Thomas Beirne III, CFP - The Washington Trust Company, Halsey Associates
- Andrew Boone - UBS Financial Services Inc.
- Stearns J. Bryant Jr. - Nugent & Bryant
- Karen L. Clute, Esq. - Wiggin & Dana LLP
- William S. Colwell, Esq. - Parrett, Porto, Parese & Colwell PC
- Timothy W. Crowley - Crowley Law Offices
- Christine L. Curtiss, Esq. - Cohen & Thomas Attorneys at Law
- Elwood B. Davis - Northeast Financial Consultants Inc.
- Lisa Nachmias Davis, Esq. - Davis, O'Sullivan & Priest LLC
- Timothy Dillon, Esq. - Sheehy & Dillon
- Richard J. DiMarco - Cohen & Wolf PC
- Victoria M. DiSesa, Esq. - DiSesa & DiSesa
- Christian Edmonds, Esq. - Christian P. Edmonds PC
- Brian Elliott - Morgan Stanley Smith Barney
- Theodore F. Ells, Esq. - Theodore F. Ells Law Office
- Norman F. Fishbein, Esq. - Fishbein Law Firm LLC
- Norman Forrester, CRPC - Merrill Lynch Wealth Management
- Colin M. Gershon, Esq. - Colin M. Gershon Attorney at Law
- Christopher Getman - Fairfield, Bush & Co.
- Marshal D. Gibson, Esq. - Marshal D. Gibson PC
- John D. Gordon, CPA, JD - Donald L. Perlroth & Company, CPAs
- Frances B. Granquist, Esq. - The Pellegrino Law Firm PC
- Paul Greenberg - Ritch, Greenberg & Hassan PC
- George P. Guertin, Esq. - Guertin & Guertin LLC
- Michael J. Gulish, CFP - Gulish & Associates
- Michael H. Haggerty, CIMA - UBS Financial Services Inc.
- Elizabeth R. Hartmayer - Merrill Lynch Investment Managers
- Geoffrey A. Hecht - Caplan & Hecht LLC
- Thomas L. Hutchison - Merrill Lynch, The GKH Group
- David W. Kesner, Esq. - Wiggin & Dana LLP
- Charles C. Kingsley, Esq. - Wiggin & Dana LLP
- Charles F. Kreitler - Kreitler Financial
- Robert P. Kreitler - Kreitler Financial
- David Ladd - Ladd Capital Management
- Michelle R. Lavigne, CFP - Sullivan & Associates Wealth Management LLC
- Frederick P. Leaf, Esq. - Frederick P. Leaf - Attorney at Law
- Jairo Lemos, MBA, AIF® - Gateway Financial Partners
- Donna Levine, Esq. - Law Office of Donna R. Levine
- Barbara B. Lindsay, Esq. - Barbara B. Lindsay LLC
- Ingi-Mai Loorand, Esq. - Reid & Riege PC
- Pamela J. Matocha, CPA - T.M. Byxbee Company PC
- Sheldon A. Messinger, Esq. - Law Offices of Sheldon Messinger
- Joan C. Molloy, Esq. - Loughlin FitzGerald PC
- Lisa Newfield - Murtha Cullina LLP
- Charles J. Noble III - Noble Wealth Advisors
- Susan B. Nobleman - Gesmonde, Pietrosimone & Sgrignari LLC
- Darin L. Offerdahl, MBA, CPA - AO & Company LLC
- Bette Lynn Paez, CFP - Bette Lynn Paez LLC
- Laura Palumbo - Cetera Advisors Networks LLC
- Gregory J. Pepe, Esq. - Neubert, Pepe & Monteith PC
- Matthew R. Peterson - Carmody Torrance Sandak & Hennessey LLP
- Henry T. Petry, CLU®, ChFC® - Henry T. Petry, CLU®, ChFC®
- Louis R. Piscatelli - Withers Bergman LLP
- Diane Daskal Ruben - Winnick Ruben Hoffnung Peabody & Mendel LLC
- Kathy Priest Esq. - Davis, O’Sullivan & Priest LLC
- Michael D. Saffer, Esq. - The Pellegrino Law Firm PC
- Stephen L. Saltzman, Esq. - Brenner, Saltzman &Wallman LLP
- Anthony Santore, CPA - Beers, Hamerman, Cohen & Burger PC
- Steven D. Sax - Merrill Lynch, Pierce, Fenner & Smith Inc.
- David R. Schaefer, Esq. - Brenner, Saltzman & Wallman LLP
- Anthony Scillia - Marcum LLP
- Sandra Vigliotti Senich - U.S. Trust, Bank of America
- Fred D. Sette, Esq. - Sette & Parnoff PC
- Fay Sheppard, CRPC®, MBA - Wells Fargo Advisors
- Michael I. Silverberg, CLU®, ChFC® - Lindberg & Ripple
- Mark Sklarz, Esq. - Green & Sklarz LLC
- Laura Sklaver, Esq. - Susman Duffy & Segaloff PC
- Ronald A. Soccoli Jr. - Brenner, Saltzman & Wallman LLP
- Gregory J. Stamos, Esq. - Law Office of Gregory J. Stamos
- Fred Stanek, Esq. - Teodosio Stanek LLC
- Thomas M. Sutnik, Esq. - Law Offices of Thomas Sutnik
- Dominick J. Thomas Jr. - Cohen & Thomas Attorneys at Law
- Marilyn N. Toland, Esq. - Toland Law Firm
- Alan J. Tyma, Esq. - Ryan & Tyma LLP
- Paul A. Veiga, CFP® - U.S. Trust, Bank of America
- Shelby Wilson - Green & Sklarz LLC
- Karen E. Yates - Withers Bergman LLP
- John J. Zaprzalka, CPA - Apicella, Testa & Company PC
October 17 - 23 2022 is Estate Planning Awareness Week
It is estimated that over half of Americans do not have an up-to-date estate plan (Source: NAECP). A well-coordinated estate plan consists of at least four documents: Last will and testament and/or trust, Durable power of attorney for finances, Durable power of attorney for health care, and Living will or advanced directive. Be prepared—and feel more secure—no matter what happens in life by creating an estate plan that works for your specific circumstances.
