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FPA of Miami-Dade 2012 Board of Directors
| Officers |
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President
Debra J. Gauthier, CFP®, CTFA
Wells Fargo Private Bank
200 S. Biscayne Blvd.
Miami, FL 33131
Tel: 305-789-4621 • Fax: 305-789-4630
debra.gauthier@wellsfargo.com |
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Treasurer; Director of Programs and Symposium
Carol Harlow, CFP®
The Enrichment Group
7355 SW 87th Avenue, Suite 300
Miami, FL 33173
Tel: 305-274-9001 • Fax: 305-274-5002
Carol@TheEnrichmentGroup.com |
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President-Elect; Director of Media Relations and Public Awareness
Philip Herzberg, CFP®, MSF
Ladenburg Thalmann & Co. Inc.
4400 Biscayne Boulevard, 12th Floor
Miami, FL 33137
Tel: 305-572-4115 • Fax: 305-572-4199
pherzberg@ladenburg.com |
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Chairman; Co-Director of Career Development, Scholarship, and Student Relations
Elaine King, CFP®, CDFA™
Bessemer Trust
One Brickell Square
801 Brickell Ave., Suite 2250
Miami, FL 33131
Tel: 305-702-7279
KingE@bessemer.com |
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Secretary; Director of Sponsorship
Charles Bennett Sachs, CFA, CFP®
Tel: 305-401-4041
csachs@charlessachs.com |
| DirEctors |
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Director of Membership
Glenn J. Downing, CFP®
NL Financial Alliance
201 Alhambra Circle, Suite 702
Coral Gables, FL 33134
Tel: 305-444-6668 • Fax: 305-442-0054
Downing_Glenn@nlvmail.com |
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Director of Community Outreach
Ana Cela Harris, Esq., CFP®
Cela Advisors
9100 S. Dadeland Blvd., Suite 1500
Miami, FL 33156
Tel: 305-667-8123 • Fax: 305-667-8126
aharris@celaadvisors.com |
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Executive Director
Amy Miller
Manageability
PO Box 560982
Miami, FL 33256-0982
Tel: 786-390-7655 • Fax: 305-470-7487
info@FPAMiamiDade.org |
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Director of Government Relations
Ashley O'Kurley, CFP®
John Hancock Financial Network / Signator Investors, Inc.
1101 Brickell Avenue, 16th Floor
Miami, FL 33131
Tel: 305-579-4021
Aokurley@jhnetwork.com |
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Director of NextGen
Jorge Padilla, CFP®
The Lubitz Financial Group
9130 S. Dadeland Blvd., Suite 1625
Miami, FL 33156
Tel: 305-670-4440 • Fax: 305-670-4448
JorgeP@LubitzFinancial.com |
| Advisory Board |
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Advisory Board Member
Matthew McGrath, CFP®
Evensky & Katz
2333 Ponce de Leon Blvd., PH Suite 110
Coral Gables, FL 33134
Tel: 305-448-8882 • Fax: 305-448-1326
mmcgrath@evensky.com |
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Advisory Board Member
David J. Moran
6390 NW 106 Terrace
Parkland, FL 33076
Tel: 305-342-3535
dmoran10@comcast.net |
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Advisory Board Member
Cathy Pareto, MBA, CFP®
Cathy Pareto and Associates, Inc.
2030 South Douglas Road, Suite 215
Coral Gables, FL 33134
Tel: 305-648-9814 • Fax: 305-675-7652
cathy.pareto@cathypareto.com |
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Advisory Board Member
Thomas "Jay" Pelham, CFP®
Gibraltar Private Bank & Trust
220 Alhambra Circle, 5th floor
Coral Gables, FL 33134
Tel: 305-350-1704 • Fax: 305-442-7628
jpelham@gibraltarprivate.com |
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Advisory Board Member
F. Scott Wells, CFP®
11833 SW 117 Ct.
Miami, FL 33186
Tel: 305-542-9238
scottwells2011@gmail.com |
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