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.
2018
Marilee Falco
Agili
2017
Bruce A. Palmer, CPA
Buckno Lisicky & Company
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
*deceased