Susan M. Atherton, CPA, CFP
Assoc. Director-Investments
Oppenheimer & Co. Inc.
(941) 363-2800
susan.atherton@opco.com
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James L. Hammer, CPA
Principal
CPA Associates
(941) 747-4483
jlh@cpa-associates.com |
Mary Anne Spencer
Attorney
Schofield & Spencer, P.A.
(941) 755-2674 |
Anthony D. Bartirome, Attorney Blalock, Walters, Held & Johnson, P.A.
(941) 748-0100
abartirome@blalockwalters.com
www.blalockwalters.com
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Michael M. Hamrick, Esquire
Hamrick, Perrey, Quinlan & Smith, P.A.
(941) 747-1871
www.hpqs.com
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Alexandra St. Paul, Attorney
Dye, Deitrich, Prather, Petruff & St. Paul, P.L.
(941) 748-4411
astpaul@dyefirm.com |
David Bassett
Senior Vice President
The Bassett Vita Vining and
Hermann Group
Morgan Stanley Smith Barney
(941) 714-7915
David.Bassett@MSSB.com
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Todd Kaplan, Attorney
Icard Merrill-Lakewood Ranch
(941) 907-0006
tkaplan@icardmerrill.com |
Nicholas Drizos, President
Horizon Wealth Advisors
(941) 362-0161
ndrizos@horizonwealthadvisors.com
www.horizonwealthadvisors.com
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Robert G. Blalock, Attorney
Blalock, Walters, Held & Johnson, P.A.
(941) 748-0100
rblalock@blalockwalters.com
www.blalockwalters.com |
Thomas W. Harrison, Attorney
Harrison, Kirkland, Pratt & Chulock, PA
941-746-1167
twh@manalaw.com
www.manalaw.com
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Kenneth L. Thomas, CPA
CPA Associates
(941) 747-4483
www.cpa-associates.com
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Jeffrey T. Boyd
Managing Director
Northern Trust
(941) 907-2265
www.northerntrust.com
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Dale Hoffner, CPA
Partner
CPA Associates
(941) 747-4483
www.cpa-associates.com |
Lisa A. Van Ullen
VP Senior Relationship Manager
Synovus Bank
(941) 556-1015
lisavanullen@synovus.com |
Greg Courter
Wealth Strategist
Sun Trust Bank
(941) 951-3192
greg.courter@suntrust.com
www.suntrust.com
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Lisa R. Johnson, Principal
CS&L, CPAs
(941) 748-1040
ljohnson@cslcpa.com
www.cslcpa.com
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Daniel E. Vigne, CFP
Lydian Bank
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Jason M. DePaola, Esquire
Porges, Hamlin, Knowles, & Prouty, P.A.
(941) 748-3770 X 222
jmd@phkplaw.com
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Michael Longworth
Sabal Trust Company
1800 Second St., Suite 103
Sarasota, FL 34236
(941)-556-0760
mlongworth@sabaltrust.com
www.sabaltrust.com
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John R. Vita
First Vice President
The Bassett Vita Vining and
Hermann Group
Morgan Stanley Smith Barney
(941) 741-7915
John.Vita@MSSB.com
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Anne Sheffler Douglass, Attorney At Law
(941) 746-6656
www.lawyers.com/anne
shefflerdouglass
http://floridaseniorlaw.com
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Charles B. Morse
Certified Estate Planner
Heritage Financial
(941) 755-0888
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Clifford L. Walters, Attorney
Blalock, Walters, Held & Johnson, P.A
(941) 748-0100
cwalters@blalockwalters.com |
Dana Carlson Gentry, Attorney
Blalock, Walters, Held & Johnson, P.A.
(941) 748-0100
dgentry@blalockwalters.com
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J. Michael Mott, CFP
Mott and Associates
(941) 746-3216
mmott@mottassociates.com
www.mottassociates.com |
Derek R. Williams, CFP
President
Williams Wealth Management Group
(941) 756-4500
Derek@WilliamsWealth360.com
www.WilliamsWealth360.com
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Gardner Sherrill, CFP
WellsFargo Private Bank |
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