Planned Giving Partner Network

Welcome. On this page you will find a listing - by geography and by profession - of the members of Equality Florida’s Planned Giving Partner Network. This list includes individual accountants, attorneys and wealth managers who have agreed to partner with us to advance LGBTQ planned giving in Florida.

Disclaimer: listing in this directory does not suggest in any way an endorsement of the individual’s skills, competency or suitability for any particular situation. We have not independently verified compliance with licensing or other professional requirements.

By Location:

Coming Soon...

Keith Fakhoury
U.S. Bank
2202 N Westshore Blvd., Ste. 200
Tampa, FL 33607
541-609-8696
[email protected]

Robin Doty
Robin M. Doty, Attorney at Law, PA
4604 49th Street N, Ste. 1221
St Petersburg, FL 33709
727-367-3450
[email protected]

Bill Moran
Merrill Lynch
11521 15th Street, NW, Ste. 6000
Washington/Fort Lauderdale, 20005
202-659-7340
[email protected]

Ellen Krider
RBC Wealth Management
500 East Broward Blvd., Ste. 2200
Fort Lauderdale, FL 33394
954-766-7220
[email protected]

Joseph Mahoney
Bank of America
401 East Las Olas Blvd., 21st Floor
Fort Lauderdale, FL 33301
954-765-2104
[email protected]

Robin King
Robin King, Esq.
888 East Las Olas Blvd., Ste. 704
Fort Lauderdale, FL 33301
954-610-6713
[email protected]

Michael Garcia, Esq., MBA
Northwestern Mutual
500 East Broward Blvd., Suite 2000
Fort Lauderdale, FL 33394
954-895-1057
[email protected]

Elizabeth Schwartz
Elizabeth Schwartz, Esq.
3050 Biscayne Blvd., Ste. 600
Miami, FL 33137
305-674-9222
[email protected]

David Frohman
Optimal Planning Strategies
412 SW Akron Avenue
Stuart, FL 34994
305-610-6619

By Profession: