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Planned Giving
Advancement Links
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Planned Giving Advisory Committee
Florida Gulf Coast University is grateful to the following members of the Planned Giving Advisory Committee for their voluntary service to the Office of Planned Giving. Members present insight into their areas of expertise, including: charitable giving, trusts, financial and estate planning, investments, tax law, and accounting. Members offer prestigious professional client services throughout Southwest Florida & the U.S.
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Mr. Leo Boisvert
Private Wealth Consultants, LLC
12590 Whitehall Drive, Suite 2
Fort Myers, FL 33907
(239) 333-0800
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Mr. James E. Kerr
Law Offices of John D. Spear
9420 Bonita Beach Road, Suite 100
Bonita Springs, FL 34135
(239) 947-1102
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Ms. Shelly Church
Church & Sawin Planning Group of
Raymond James & Associates, Inc.
8889 Pelican Bay Blvd., Suite 200
Naples, FL 34108
(239) 513-6522
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Mr. Alex S. Lambros
LPL Financial Services
6719 Winkler Road, Suite 120
Fort Myers, FL 33919
(239) 939-1166
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Mr. Bradley K. Clark
UBS Financial Services, Inc.
8000 Health Center Blvd., First Floor
Bonita Springs, FL 34135
(239) 435-2402
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Dr. John R. Little
FGCU Foundation
180 Edgemere Way South
Naples, FL 34105
(239) 649-4202
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Mr. Joseph B. Cox
Cox & Nici
1185 Immokalee Road, Suite 110
Naples, FL 34110-4806
(239) 254-0706
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Mr. Dick Riley
FineMark National Bank & Trust
12995 S Cleveland Ave, Suite 145
Fort Myers, FL 33907
(239) 461-5900
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Mr. William N. Horowitz
Cummings & Lockwood
8000 Health Center Blvd., Suite 300
Bonita Springs, FL 34135
(239) 947-8811
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Mr. John W. Sheppard
1426 Sandra Drive
Fort Myers, FL 33901
(239) 334-0656
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Ms. Kimberly L. Johnson
Quarles & Brady
1395 Panther Lane
Naples, FL 34109
(239) 434-4935
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Ms. Linda M. Treise
Hughes, Snell & Co, PA
1470 Royal Palm Square Boulevard
Fort Myers, FL 33919
(239) 939-2233
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