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Service to Philanthropy Award

The Service to Philanthropy Award recognizes a professional advisor that understands and appreciates the importance of philanthropy in the community, the diverse advantages of charitable giving for his clients, and the value of philanthropy in estate, retirement, and wealth management planning.  The award is presented at the conclusion of our Professional Advisors Seminar.

2016

Geoffrey Boyer, CFP
Boyer Financial Group

2015

J. Marshall Wolff
Kressler, Wolff & Miller

2014

Matthew Sorrentino, Esq.
Norris McLaughlin & Marcus, P.A.

Robert G. Tallman, Esq. (posthumously)

2012

Alfred E. Douglass, IV
Merrill Lynch Wealth Management - Douglass Group

2008

Ellen Kraft, Esq.
Attorney At Law

2007

Dolores Laputka, Esq.
Norris McLaughlin & Marcus, P.A.

2006

David Osborn, CLU, ChCF
Merrill Lynch Wealth Management - Osborn Group

2005

Jeffrey T. Bogert
Magellan Financial, Inc.

Judith A. Harris, Esq.
Norris McLaughlin & Marcus, P.A.

2004

Paul Florenz, Esq.
Kolb, Vasiliadis & Florenz

Littner, Deshler and Littner

2003

Robert Moffett, Esq.
Attorney At Law