The Gift Planning Council is a group of professionals who volunteer their time and experience to help the Office of Gift and Estate Planning at The Florida State University. Council members have expertise in the estate and financial planning arenas, and serve as advocates in their community to promote Florida State's accomplishments, programs and needs to various constituency groups. The Gift Planning Council hosts meetings, training events and estate planning seminars throughout the year in and outside of Tallahassee.
Bradford B. Gornto, Esq., LL.M
President & Founder
Gornto Law, PLLC & Effectual Giving, LLC
310 Wilmette Avenue, Suite 5
Ormond Beach, FL 32174
Office: 386-257-2554
Cell: 386-843-2398
Email: brad@gorntolaw.com
Ben Bowersox, CFP
Vice President & Wealth Advisor
Capital City Trust Company
Trust Building
304 East Tennessee St
Tallahassee, FL 32301
Office: 850-402-7507
Cell: 850-544-5458
Email: Bowersox.ben@ccbg.com
Mark W. Friedman, CPA/PFS, AWMA
Private Wealth Management & Consulting, LLC
Investment Advisor & CPA
1616 Metropolitan Circle, Suite C
Tallahassee, FL 32308
Office: 850-692-2500
Cell: 850-519-4902
Email: mfriedman@pwmcllc.com
J. Alan Cox, Esq.
Estate Planning and Estate Administration
Law Office of J. Alan Cox
1660 Metropolitan Circle
Tallahassee, FL 32308
Office: 850-298-4444
Email: jalancox1@gmail.com
Trey Laffitte CFP, RICP
Financial Planner, Estate Planning, Attorney
Prudential Advisors
281 Pinewood Drive
Tallahassee, FL 32303
Office: 850-553-3389
Email: Trey.laffitte@prudential.com
Bruce Hagan CFP
Financial Planning, General Securities Investing
RAI Investments, Inc
3116 Capital Circle N.E. Suite 10
Tallahassee, Fl 32308
Cell: 850-386-1112
Email: bruce@brucehagan.com
Ric Gregoria, Esq.
Williams Parker Harrison Dietz & Getzen
200 South Orange Avenue
Sarasota, FL 34236
Office: 941-536-2031
Email: rgregoria@williamsparker.com
Robert D. Mendelson
1319 Thomaswood Dr. Suite B
Tallahassee, Fl 32308
Office: 850-224-2000
Email: robert@robertmendelsonlaw.com
Ernest B Garcia
Executive Director and Financial Advisor
The Ernie Garcia Group
2 North Tamiami Trail Suite 1100
Sarasota, FL 34236
Office: 941-364-7405
Email: erniegarcia@gmail.com
Stuart Goldberg, Esq.
Law Offices of Stuart E. Goldberg, P.L.
2039 Centre Pointe Boulevard, Suite 201
Tallahassee, FL 32308
Office: 850-222-4000
Email: sgoldberg@stuartgoldbergpl.com
Mark Webb, CFP
Vice President & Wealth Management Advisor
Merrill Lynch
215 South Monroe St. Suite 300
Tallahassee, FL 32301
Office: 850-599-8926
Email: Mark.webb@ml.com
Yvonne T. Brown
IRS Agent (retired)
Tallahassee, FL
Phone: 305-409-8961
Email: Ybrown93@gmail.com
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.