Leadership

President

Purcell, Flanagan,Hay and Greene, PA
904-355-0355

Vice President

Dixon Hughes Goodman, LLP
904-428-1185

Secretary

Heinz & Company, LLP
904-652-2230

Treasurer

Gunster, Yoakley & Stewart, P.A.
904-345-1980

Immediate Past President

Mass Mutual Financial Design Associates
904-997-2312

Immediate Past President

CenterState Bank
904- 301-2224

Past President

Fortress Wealth Planning
904-301-4541

Executive Committee

US Trust/Bank of America PWM
904-791-4033

Executive Committee

BB&T Wealth Management
904-361-5254

Executive Committee

Coastal Financial Strategies
(904) 621-0445

Administrator

NAEPC
866-226-2224