Vero Beach Global Advisors

Grace Santangelo, Client Services Specialist
4625 Hwy A1A
Suite 9
Vero Beach, FL 32963

Phone: (772) 213-8004

Email: g.santangelo@vbglobaladvisors.com

Website: www.verobeachglobaladvisors.com

Offutt Barton Schlitt, CPAs

Kathryn Barton CPA
3003 Cardinal Drive
Suite C
Vero Beach, FL 32963

Phone: (772) 231-2100

Email: kathryn@offuttcpa.com

Website: www.cpaverobeach.com

Cypress Trust Company

Ms. Anita Calabro
625 N. A1A, Ste 2
Vero Beach, FL 32963

Vice President &Trust Officer

Phone: (772) 492-1919

Email: Anita.Calabro@cypresstrust.com

Website: www.cypressbanktrust.com

Estate Planning Advisors, Inc.

Mr. Todd Heckman, President
1717 Indian River Blvd.
Suite 301
Vero Beach, FL 32960

Phone: (772)567-7970

Email: Todd@LRplans.com

Website: www.liferesourceplanners.com

Planned Giving Consultant to Charities

Mr. Richard Johnson
859 Ridge Lake Dr.
Melbourne, FL 32940

Phone: (321) 848-3358

Email: rjohnsonpgsc@outlook.com

Merrill Lynch

Mr. David Osgood, Senior Vice President
660 Beachland Dr.
101 Vero Beach, FL 32963

Phone: (772) 231-9040

Email: dosgoodvero@gmail.com

Website: www.ml.com

Law Office of Glenn Grevengoed

Mr. Glenn Grevengoed, Attorney
3730 7th Terrace
Suite 202
Vero Beach, FL 32960

Phone: (772) 234-5600

Email: Glenn@goedlaw.com

Website: www.geodlaw.com

Law Offices of John E. Moore, III

Mr. John Moore III Attorney
3240 Cardinal Drive
Suite 200
Vero Beach, FL 32963

Phone: (772) 234-8344

Email: jmoore@moorelawvero.com

Website: www.moorelawvero.com