Leadership

President

TD Bank
904-710-2919

Vice President

Coastal Financial Strategies
(904) 621-0445

Secretary

Mamie Davis, PA
904-371-1918

Treasurer

Truist Bank
904-632-2649

Immediate Past President

Gunster
904-354-1980

Past President

Mass Mutual Financial Design Associates
904-997-2312

Past President

Heinz Jolles & Berry, LLP
904-652-2230

Past President

Fortress Wealth Planning
904-301-4544

Past President

Dixon Hughes Goodman, LLP
904-428-1185

Past President

Purcell, Flanagan, Hay and Greene, P.A.
904-355-0355

Executive Committee

PNC Private Bank
904-565-3705

Executive Committee

Patrick & Raines, LLC.
904-396-5400

Executive Committee

The Community Foundation for NE Florida, Inc.
904-356-4483

Executive Committee

Ennis Pellum & Associates, CPAs
904-396-5965

Executive Director

Estate Planning Council of Northeast Florida

Administrator

NAEPC
866-226-2224