Lisa M Mead – Chair

Lisa M. Mead joined Northern Trust in May of 2008 as Vice President in the Trust Division. She is responsible for trust administration in the Longboat Key office. A native of Michigan, Lisa has over 22 years in banking, 19 of which are in trust administration. Prior to joining Northern Trust, Lisa … [Read more...]

John P. Berkey – Vice Chair & Treasurer

A graduate of University of South Florida, John Berkey has spent 20 years in the financial services industry in Southwest Florida. He is a Financial Advisor at Wells Fargo Advisors, LLC and concentrates his practice on customized investment planning, retirement planning, and estate investment … [Read more...]

Shirley M. Garneski – Secretary

Shirley Garneski is the Wealth Personal Trust Specialist for BB&T in the Southwest Florida Region. She is a graduate of Millersville University, Cannon Trust School and Cannon Graduate Trust School. She is a Certified Trust and Financial Advisor.  Shirley has more than 24 years of experience in … [Read more...]

Joseph L Najmy – Governance Chair

Joseph L. Najmy, born Brooklyn, New York, June 15, 1958; admitted to Bar 1990, Florida.  Preparatory Education:  University of South Florida (B.A. - Accounting, 1983).  Legal Education:  Florida State University (J.D. with honors, 1989).  American Jurisprudence Book Award in Federal Estate and Gift … [Read more...]

Scott L. Rockwell – Past Chair

Scott Rockwell is a founding partner with the Bellwether Group at Morgan Stanley. He has 28 years of experience serving clients holding positions in commercial banking, private banking, and investment management with Bank of America and Merrill Lynch.  Scott is a from Columbus Ohio and is a graduate … [Read more...]

Bev Albertson – Director

Attended USC and graduated from the National School of Dress Design Owned couturier business in Colorado Springs for several years. Moved to Sarasota in 1980.  I was one of the first board members of Florida Studio Theatre and New College Library Assn. I am presently on the board of Golden Gate … [Read more...]

Doug Elmore – Director

Coming Soon! … [Read more...]

Rose-Anne B Frano – Director

Rose-Anne focuses her practice on estate, gift, and generation-skipping transfer tax planning for individuals and their families and the administration of estates and trusts. On the planning side, Rose-Anne is experienced in the creation of tax-efficient succession plans using a variety of both … [Read more...]

Melissa Howard – Director

Coming Soon! … [Read more...]

Barbara Jones – Director

As a shareholder, Ms Jones’ areas of practice include individual taxation, financial and estate planning and estate and trust taxation. Her focus includes estate and trust planning and taxation, 529 college savings plans, financial planning, Roth IRA’s and retirement plan distributions.  In addition … [Read more...]