Leave a Legacy Professional Network Donor Resources
Welcome to the Leave a Legacy Professional Network of Lee Health Foundation. This network is comprised of legal and financial professionals who serve as a resource for those in our community who recognize the importance of supporting nonprofits in our area.
We are pleased to share this resource for connecting with individuals like you with professionals who can answer your tax, estate planning, financial, and charitable planning questions.
Joshua O. Dorcey, Esq.
Fort Myers Estate Planning, Elder Law and Probate Lawyer
The Dorcey Law Firm, PLC
10181 Six Mile Cypress Pkwy, Ste. C
Fort Myers, Florida 33966
Website: www.dorceylaw.com
Telephone: (239) 418-0169
Facsimile: (239) 418-0048
Email: info@dorceylaw.com
Grace Gutierrez, Esq.
Board Certified Wills, Trusts & Estates Lawyer
Cummings & Lockwood, LLC.
8000 Health Center Boulevard #300
Bonita Springs, FL 34135
Website: www.cl-law.com
Telephone: (239) 390-8086
Facsimile: (239) 430-3309
Email: ggutierrez@cl-law.com
Samuel S. Henderson, Wealth Advisor
Alexandra M. Chiklakis, Wealth Advisor
Website: www.hendersonwealthpartners.com
Michele M. Hoover, CPA
Full Service Accounting Firm Including Tax Planning, IRS Representation and Litigation Support
Solomon & Hoover CPAs PLLC
1342 Colonial Blvd Ste. B-11
Fort Myers, Florida 33907
Website: www.solomonhoover.com
Telephone: 239-481-4114
Facsimile: 239-489-0941
Flint Financial Group - The Hynden Family Team
Managing Investments & Income during Retirement
Eric J. Hynden, ChFC, Senior Vice President Wealth Management
Benjamin J. Hynden, CFP, ChFC, Financial Advisor
Daniel J. Hynden, CFP, ChFC, Financial Advisor
Sherri L. Hynden, ChFC, Team Administrator
UBS Financial Services
7950 Summerlin Lakes Drive
Fort Myers, FL 33907
Website: www.ubs.com/team/flintfinancialgroup
Telephone: (239) 277-3655
Facsimile: (855) 379-2427
Email: flintfinancialgroup@ubs.com
Michael J. Iacampo
Managing Director
Wealth Preservation & Alternative Investments (AI), Risk Management & Philanthropy
Naples Wealth Planning
1016 Collier Center Way, Suite 201
Naples, FL 34110
Website: www.napleswealthplanning.com
Naples Cell: 239-339-3644
Naples Office: 239-260-9854
Email: miacampo@napleswealthplanning.com
David J. Moreland, First Vice President
Wealth Management/Estate, Retirement Income & Insurance Planning
UBS – Genesis Wealth Management
7950 Summerlin Lakes Drive
Fort Myers, FL 33907
Website: www.ubs.com/team/genesis
Telephone: (239) 277-3698
Facsimile: (855) 379-2428
E-mail: Dave.moreland@ubs.com
David M. Platt, P.A.
Attorney at Law - Estate Planning Includes Wills, Trusts, Powers of Attorney and Pre-Nuptial Agreements
David Platt, P.A.
2427 Periwinkle Way, Ste. B
Sanibel, Florida 33957
Website: www.sancaplaw.com
Telephone: (239) 472-5400
E-mail: david.platt@sancaplaw.com
Lowell S. Schoenfeld
Florida Board Certified Wills, Trusts & Estates Attorney
Green Schoenfeld & Kyle LLP
1380 Royal Palm Square Boulevard
Fort Myers, Florida 33919
Phone: (239) 936-7200 Ext. 228
Fax: (239) 936-7997
E-mail: lowellschoenfeld@gskattorneys.com
Jason T. Scoggins, First Vice President
Wealth Management/Estate, Retirement Income & Insurance Planning
UBS – Genesis Wealth Management
8000 Health Center Blvd, Suite 150
Bonita Springs, FL 34135
Website: www.ubs.com/team/genesis
Telephone: (239) 277-3643
Facsimile: (855) 379-2428
E-mail: Jason.scoggins@ubs.com
A. Scott White CFP
Financial Planner
Scott White Advisors
1510 Royal Palm Sq. Blvd, Ste 103
Fort Myers, FL 33919
Phone: (239) 936-6300
Fax: (239) 936-0780
Email: scott@scottwhiteadvisors.com