FPA

FPA
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FPA of Miami-Dade 2010 Board of Directors

Officers

king President and President Elect 2011
Elaine King, CFP®
Gibraltar Private Bank & Trust
220 Alhambra Circle, Suite 800
Coral Gables, FL 33134
Tel: 305-476-5644 • Fax: 305-476-0684
eking@gibraltarprivate.com
McGrath Secretary
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
Amy Miller Executive Director
Amy Miller
PO Box 560982
Miami, FL 33256-0982
Tel: 786-390-7655 • Fax: 305-470-7487
info@FPAMiamiDade.org
Pelham Chairman
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
Raskin Treasurer
Ellen Raskin, CLTC
Gelbwaks Insurance Services
8105 SW 158 Place
Miami, FL 33193
Tel: 305-382-4911
emsraskin@bellsouth.net

 

Directors

Gauthier Co-Director of Community Outreach
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
Harlow Director of Government Relations
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
Herzberg 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
Moran Director at Large
David J. Moran, CFP®
6390 NW 106 Terrace
Parkland, FL 33076
Tel: 305-342-3535
dmoran10@comcast.net
Roger Peterson Director of Membership
F. Rodger Peterson, CFP®, CFA, MBA
University of Miami, Dept. of Finance
514 Jenkins Building
Coral Gables, FL 33124-6552
Tel: 305-274-3467
FIN302@bellsouth.net
Sachs Co-Director of Programs and Symposium
Charles Bennett Sachs, CFA, CFP®
Evensky & Katz
2333 Ponce De Leon Blvd., PH -1100
Coral Gables, FL 33134
Tel: 305-448-8882 x 236
csachs@evensky.com
Salazar-Realini Co-Director of Programs and Symposium
Helen Salazar-Realini, CLU, CFP®
Raymond James Financial Services
706 S. Dixie Highway
Coral Gables, FL 33146
Tel: 305-443-8882 • Fax: 305-468-6490
ebisinc@yahoo.com
Siegel Co-Director of Community Outreach
Ellen R. Siegel, CFP®, ChFC, CLU, CSA
Ellen R. Siegel & Associates
7344 SW 48th St., Ste. 301
Miami, FL 33155-5521
Tel: 305-665-2130 • Fax: 305-665-3504
ellen@siegelplanners.com
Wells Director of Sponsorships
F. Scott Wells, CFP®
Singer Xenos Wealth Management
800 Douglas Rd, Ste. 900
Coral Gables, FL 33134-3170
Tel: 305-443-0060 • Fax: 305-443-0027
swells@singerxenos.com