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Planned Giving Council

Last Updated 2/10/2014 1:06:31 PM


Cathleen M. Colgan, Managing Director, VP & Trust Officer
American Trust

Krista M. Conover, Sr. VP & Trust Officer
Boston Private Bank & Trust Company
 

Richard C. Dayton
The Dayton Law Firm

David P.  Enemark, CFP, Family Wealth Advisor
Morgan Stanley Wealth Management

Melissa Kaplan Grudin, Wealth Management Advisor
TIAA-CREF

Jonathan Krass, Sr. VP & Financial Advisor
Morgan Stanley Wealth Management

Marilyn Lonergan, PhD, CMC, CSP
The Consulting Team, LLC

Laurie-Ann Look, Esq.
Hopkins & Carley

Gerald Moorman, CPA/PFS, Emeritus
Moorman and Company Accounting Corporation

Michael C. Moorman, IAR
Met Life Securities, Inc.

Rebecca Matteson Nelson, CWS, Sr. VP, Wealth Management
Technology Credit Union

Victor M. Reid III
Altos Financial Management, LLC

Jeanne K. Smith
Exit Stage Right, LLC

Lynn K. Telford, EA
Berger/Lewis Accountancy