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UF Advisor Network

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  • UF Gift Planning




  • James C. “Jim” Blech

    Advisor Category: Other

    Senior Investment Strategist, Portfolio Manager
    Wells Fargo Private Bank
    Address: One Independent Drive, 20th Floor
    Jacksonville, Florida 32202 United States
    Phone: 904-535-6995
    Email: jim.blech@wellsfargo.com
    Website



  • David E. Bowers

    Advisor Categories: Estate Planning Attorney and Other

    Estate Planning Attorney & Tax Attorney
    Jones, Foster, Johnston & Stubbs, P.A.
    Address: 505 S Flagler Drive, Suite 1100
    West Palm Beach, Florida 33401 United States
    Phone: 561-650-0451
    Fax: 561-650-5300
    Email: dbowers@jonesfoster.com
    Website



  • Timothy Bronza

    Advisor Category: Other

    President
    Business Valuation Analysts, LLC
    Address: 3655 Maguire Boulevard, Suite 175
    Orlando, Florida 32803 United States
    Phone: 407-599-2825
    Fax: 866-894-3746
    Email: tbronza@bvanalysts.com
    Website



  • Gerri Moll

    Advisor Category: Other

    Banking & Wealth Management
    U.S. Trust, Bank of America Wealth Management
    Address: 765 Seagate Dr
    Naples, Florida 34103 United States
    Phone: 239-254-3232
    Email: gerri.moll@ustrust.com
    Website



  • Lisa S. Peterson

    Advisor Category: Other

    Private Wealth Group-Private Banker
    Fifth Third Private Bank
    Address: 200 E. Robinson Street, Suite 900
    Orlando, Florida 32801 United States
    Phone: 386-212-8868
    Fax: 844-837-7636
    Email: lisa.peterson@53.com
    Website



  • Pamela Segal Rhodes

    Advisor Category: Other

    Senior Vice President - Wealth Management, Portfolio Manager
    Segal-Sanchez Wealth Management
    Address: 13227 60 Street South
    Wellington, Florida 33449 United States
    Phone: 954-684-4714
    Email: pam.segal@ubs.com
    Website



  • Sharon M. Ward

    Advisor Category: Other

    Certified Estate Planner
    Ameriprise Financial
    Address: 3050 Post Oak Blvd, Suite 1710
    Houston, Texas 77056 United States
    Phone: 713-600-3407
    Fax: 713-574-2662
    Email: sharon.m.ward@ampf.com
    Website



  • Peter M. Williams

    Advisor Category: Other

    Wealth Transfer & Life Insurance Advisor
    Peter M. Williams & Co.
    Address: 6735 Conroy Road, Suite 218
    Orlando, Florida 32835 United States
    Phone: 407-648-1470
    Fax: 407-648-1196
    Email: peter.williams@peterwilliamsco.com
    Website


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  • Page Updated August 13, 2020

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