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President
Gunster 904-354-1980
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Vice President
US Trust/Bank of America PWM 904-791-4033
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Vice President
TD Bank 904-710-2919
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Secretary
Coastal Financial Strategies (904) 621-0445
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Immediate Past President
Heinz Jolles & Berry, LLP 904-652-2230
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Past President
Mass Mutual Financial Design Associates 904-997-2312
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Past President
Fortress Wealth Planning 904-301-4544
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Past President
Dixon Hughes Goodman, LLP 904-428-1185
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Past President
Purcell, Flanagan, Hay and Greene, P.A. 904-355-0355
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Executive Committee
Mamie Davis, PA 904-371-1918
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Executive Committee
Truist Bank 904-632-2649
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Executive Committee
Patrick & Raines, LLC. 904-396-5400
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Executive Committee
The Community Foundation for NE Florida, Inc. 904-356-4483
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Executive Director
Estate Planning Council of Northeast Florida
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Executive Director
Estate Planning Council of Northeast Florida 904-568-8203
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Administrator
NAEPC 866-226-2224
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