2019 South Florida Advisory Partners

Akerman is a leading transactions and trial law firm known for its core strengths in middle market M&A, within the financial services and real estate industries, and for a diverse Latin America practice. With more than 550 lawyers and government affairs professionals and a network of 19 offices, we are ranked among the top 100 law firms in the U.S. by The National Law Journal NLJ 350 (2013). We are intensely focused on innovating pragmatic, customized solutions to our clients’ most complex legal challenges. Our team is recognized by U.S. News – Best Lawyers (2014) as one of the best law firms in the U.S. in 30 practice areas. We also are ranked among the top 100 law firms in the U.S. for diversity by MultiCultural Law magazine (2012) and recognized as the law firm of the year for diversity – South by Benchmark Litigation (2012).

Aon is the leading global provider of risk management services, insurance and reinsurance brokerage, and human resources solutions, consulting and outsourcing. Through its more than 62,000 colleagues worldwide, Aon unites to deliver distinctive client value via innovative and effective risk management and workforce productivity solutions. Aon's industry-leading global resources and technical expertise are delivered locally in over 120 countries.

EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.

Steven Douglas Associates, one of the nation's leading boutique search and project-based professional services firms, has been a recognized leader in identifying and providing access to top talent for corporate clients since 1984. Headquartered in Florida, we service emerging and middle-market to Fortune 500 companies throughout the United States. Our firm is composed of two synergistic divisions: Search and Project Resources. The Search Division is focused on placing mid-to-senior level management in the areas of Accounting/Finance, Information Technology, Wealth Management and Human Resources. The Project Resources Division provides our clients with the highest quality, senior-level professionals on an interim or project basis. Our areas of expertise include Finance and Accounting, Information Technology, Internal Audit and Compliance, and Human Resources. By integrating these divisions under one unique business model, we are able to truly partner with our clients.

Wells Fargo & Company is a diversified financial services company providing banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores and more than 12,000 ATMs and the Internet across North America and internationally.

We're headquartered in San Francisco, but we're decentralized so every local Wells Fargo store is a headquarters for satisfying all our customers' financial needs and helping them succeed financially. One in three households in America does business with Wells Fargo. Wells Fargo has $1.4 trillion in assets and more than 275,000 team members in more than 35 countries across our 80+ businesses.

We ranked fourth in assets and first in market value of our stock among our U.S. peers. Among all financial services companies, we ranked first in market value in the U.S. and second in the world, as of June 30, 2013. In 2013, Euromoney named Wells Fargo Bank of the Year and Best Bank in the U.S. We were the first U.S. bank to be recognized as Bank of the Year. In 2012, The Chronicle of Philanthropy ranked us #1 as the Most Generous Cash Donor in the U.S. In 2013, The Wall Street Journal named us the largest bank in the world by market capitalization at $237 billion.

Our vision: "We want to satisfy all our customers' financial needs and help them succeed financially."

Members & Guests

    • John Hill

    • CFO
    • 1347 Property Insurance Holdings
    • Mark Engwall

    • SVP, CFO
    • A. Duda & Sons, Inc
    • David Polansky

    • CFO
    • AAA National
    • Paul Sherman

    • Chief Development Officer
    • ABB OPTICAL GROUP
    • Jay Samuels

    • VP Finance
    • ABB OPTICAL GROUP
    • Brent Alvord

    • VP BI
    • ABB OPTICAL GROUP
    • Rob Ogilbee

    • President & CFO
    • Accuform
    • Sandy Ramsey

    • EVP Finance
    • Acosta
    • Matt Laurie

    • Interim CFO
    • Acosta
    • Mike Geltzeiler

    • CFO
    • ADT (Retired)
    • Steve Carn

    • CFO
    • Advanced Disposal Services
    • Jay Huie

    • CFO
    • American Safety Council
    • Brian Adamski

    • CFO
    • American Traditions Insurance
    • Jake Brown

    • CFO
    • AMPORTS
    • Ron Lueptow

    • CFO
    • ArrMaz Holdings Corporation
    • Zehra Mesic

    • Corp Controller
    • ATP Tour
    • Michael Evanoff

    • CFO
    • Automated Healthcare Solutions
    • Cheryl Miller

    • CFO
    • AutoNation
    • Chris Cade

    • CAO
    • AutoNation
    • Todd Hunter

    • CFO
    • Bags, Inc.
    • Leslie Lunak

    • CFO
    • BankUnited
    • Ray Lopez

    • CFO
    • BBX Capital Corporation
    • Brian Crowley

    • CFO
    • Bealls
    • Alex Cramer

    • CFO
    • Berkshire Hathaway Home Services
    • Rob Solarana

    • CFO
    • BFS Capital
    • Kirk Larsen

    • CFO
    • Black Knight
    • Bryan Hipsher

    • SVP Finance
    • Black Knight
    • Phil Pace

    • Corporate Controller
    • Bloomin' Brands
    • Tim Bensley

    • CFO
    • Blue Apron
    • Michael Dolski

    • CFO
    • BlueGrace Logistics
    • Tony Puleo

    • CFO
    • Bluegreen Corporation
    • Dan Curran

    • CFO
    • Brooks Rehab
    • Rebecca Prince

    • CFO
    • Carbonxt
    • Tony Sakow

    • COO
    • Carter Validus
    • Kay Neely

    • CFO
    • Carter Validus
    • Michael Redmond

    • CFO
    • ChenMed
    • Tracey Hulsey

    • CFO
    • City Refrigeration Holdings
    • Tammy Tipton

    • CFO
    • CNL Financial Group
    • Erika Noonburg

    • CFO
    • Cola-Cola Beverages Florida
    • Michael Power

    • CFO
    • Connectwise
    • Angela Pilkington

    • COO
    • Correct Craft
    • Zach Hutcheson

    • Corp Controller
    • Correct Craft
    • Jay Wells

    • CFO
    • Cott Corporation, Inc.
    • Bill Burns

    • COO
    • Cross Country Healthcare
    • Mark Tjernagel

    • CFO
    • CRU
    • Frank Lonegro

    • CFO
    • CSX
    • Rick Cardenas

    • CFO
    • Darden
    • Brad Richmond

    • SVP, CFO
    • Darden (Retired)
    • Tracy Phipps

    • Corp Controller
    • Dave Carter & Associates
    • Kimberly Perez

    • SVP, CAO
    • Ditech Holding Corporation
    • Mark Rouleau

    • CFO
    • Duffy's Management
    • Bruce Hawkins

    • CFO
    • Earl Enterprises
    • Joseph Ziegler

    • CFO
    • Encompass Onsite
    • Ron Jordan

    • CFO
    • FedNat Holding Company
    • Tony Park

    • CFO
    • Fidelity National Financial
    • Mike Natale

    • CFO
    • FirstService Residential
    • Lourdes Pineda

    • SVP of Financial Services
    • FirstService Residential Florida
    • Amy Perry

    • CFO
    • Florida Panthers
    • Sheila Rosenblatt

    • VP Finance
    • Global Imaging Systems
    • Ed Bass

    • President
    • Global Imaging Systems, Inc.
    • Chuck Divita

    • EVP & CFO
    • GuideWell
    • David Bassin

    • CEO
    • Healogics
    • Michael Hershberger

    • CFO
    • Health Insurance Innovations Inc.
    • Stephanie Narvades

    • CFO
    • Healthesystems
    • Jennifer Chemtov

    • CFO
    • HealthTrust Workforce Solutions
    • Paul Gargagliano

    • CFO
    • Hill Ward Henderson
    • Sonya Dixon

    • SVP, CFO
    • Holiday Inn Club Vacations
    • Jim Allen

    • CFO
    • Hollander Sleep Products
    • Bill Hunter

    • SVP Finance
    • HSN
    • Fred O'Dea

    • CFO
    • Hubbard Construction
    • Dawn Peterson

    • CFO
    • I-CON Systems
    • Greg Anderson

    • CFO
    • iGPS
    • Yelena Anuar

    • CFO
    • III Capital Management / AVM L.P.
    • Renato Barbon

    • CFO
    • IMCMV Holdings - Margaritaville
    • Scott Thomas

    • CFO
    • Infinite Energy
    • Dan O'Bryon

    • CFO
    • International Materials
    • Matt Siesel

    • CFO
    • Jazwares
    • Ryan Wannemacher

    • CFO
    • JEA
    • Eric Gebhard

    • Treasurer
    • JM Family Enterprises
    • Ron Coombs

    • CFO
    • JM Family Enterprises
    • Mark Olkiewicz

    • CFO (N. America & Canada)
    • Johnson & Johnson Vision Care Co.
    • Nchacha Etta

    • CFO
    • Johnson & Johnson Vision Co.
    • Jeff Hackman

    • SVP Finance
    • Kforce
    • David Kelly

    • CFO
    • K-Force
    • Bill Bucher

    • (Retired) CFO
    • Kroger Specialty Pharmacy
    • Kelly Montgomery

    • Exec Director Finance
    • Loews Hotels
    • David Hecht

    • CFO
    • Luxury Brand Partners
    • Carl Bauman

    • CFO
    • Lykes Bros, Inc
    • Gerald Woelcke

    • CFO
    • Marilyn Monroe Spas
    • Mike McLamb

    • EVP, CFO
    • MarineMax, Inc.
    • John Geller

    • CFO
    • Marriott Vacations Worldwide Corp.
    • Laurie Sullivan

    • SVP Controller
    • Marriott Vacations Worldwide Corp.
    • Tony Terry

    • SVP Global Finance
    • Marriott Vacations Worldwide Corp.
    • Russ Tiejema

    • EVP & CFO
    • Masonite
    • Frank Forbes

    • CFO
    • MedPro Healthcare Staffing
    • Fred Lueck

    • CFO
    • Melitta
    • Chris Clements

    • CFO
    • Miami Dolphins
    • Karen O'Byrne

    • CFO
    • Modernizing Medicine
    • Tom Tran

    • CFO
    • Molina Healthcare
    • Greg Grabau

    • CFO
    • Monin Gourmet Flavorings
    • Mark Kempa

    • EVP & CFO
    • Norweigan Cruise Line Holdings
    • George Daulerio

    • CFO
    • NUTRANEXT
    • Joe Lower

    • CFO
    • Office Depot
    • Fred Pensotti

    • EVP & CFO
    • One Call Care Management
    • Carlos Osorio

    • CFO
    • Orlando City Soccer
    • Bernadette Spong

    • CFO
    • Orlando Health
    • Jim Fritz

    • CFO
    • Orlando Magic
    • Simon Gregorich

    • CFO
    • PODS Enterprises, Inc.
    • Heather Ford

    • CFO
    • Power Design
    • Mark Walter

    • CFO
    • QEP
    • Scott Harris

    • CFO
    • Quala
    • Jeff Julien

    • EVP, Finance & CFO
    • Raymond James Financial
    • Paul Shoukry

    • SVP Finance, Treasurer & Head of Investor Relations
    • Raymond James Financial
    • Mark McHugh

    • CFO
    • Rayonier
    • Frank Ruperto

    • CFO
    • Rayonier Advanced Materials
    • Bill McFarland

    • CFO
    • Refresco (N. America)
    • Lisa Palmer

    • CFO
    • Regency Centers Corporation
    • Steve Pattison

    • CFO
    • Restaurant Services, Inc.
    • Juan Figuereo

    • CFO
    • Revlon (Retired)
    • Holt Graves

    • CFO
    • RS&H
    • Michele Haas

    • CFO
    • Sage Dental
    • Shaun Williams

    • SVP, CFO
    • Sagicor Life Insurance
    • Paul Newman

    • CFO
    • Satcom Direct
    • PJ Sheil

    • CFO
    • Schellman & Co.
    • Mark Swanson

    • CFO
    • SeaWorld
    • John Eder

    • CFO
    • Seminole Gaming
    • Nicole Milnthorpe

    • CFO
    • Smokey Bones
    • Robert Johnson

    • CFO
    • Southeast Toyota Distributors
    • Brian Carney

    • CFO
    • Southeastern Grocers
    • Steven Johnson

    • CFO
    • Spinel Investment Company
    • Mike Roszel

    • CFO
    • St. Luke's Cataract & Laser Institute
    • Gregory Kleffner

    • CFO
    • Stein Mart
    • James Brown

    • CFO
    • Stein Mart
    • Clint Pyle

    • CFO
    • Stellar
    • Joe Pfountz

    • CFO
    • Step Up For Students
    • Tim Johnson

    • EVP CFO
    • Strategic Property Partners
    • Andrew Demott

    • COO
    • Superior Group of Companies
    • John Chapman

    • CFO
    • Sykes Corporation
    • Michael Kipphut

    • CFO
    • Sykes Enterprises (Retired)
    • Bob Reich

    • CFO
    • Syniverse Technologies
    • Rob Gagliardi

    • CFO
    • Tampa Bay Rays
    • Mike Rabinovitch

    • CAO
    • Tech Data
    • Chuck Dannewitz

    • CFO
    • Tech Data
    • Jeff Howells

    • CFO
    • Tech Data (Retired)
    • Joe Trepani

    • CFO Americas
    • Tech Data Corporation
    • Paul D'Alesio

    • CFO
    • Teph Seal
    • Brian Evans

    • CFO
    • The Geo Group
    • Marcel Maier

    • Treasurer
    • The Geo Group
    • Chris Eyrick

    • VP Finance & Accounting
    • The Haskell Co.
    • Brad Slappey

    • CFO
    • The Haskell Company
    • Tami Thraum

    • CFO
    • Twin-Star International
    • Felicia Alvaro

    • CFO
    • Ultimate Software
    • Tracey Stockwell

    • SVP, CFO
    • Universal Orlando
    • Greg Kaiser

    • VP, Finance
    • Universal Orlando
    • John Shumate

    • CFO
    • Valley Forge Fabrics
    • Kevin Lansberry

    • CFO
    • Walt Disney Parks & Resorts
    • Cort Sabina

    • CFO
    • Waste Pro
    • Patrick Gramling

    • CFO
    • WEH, dba IRONMAN
    • Haresh Shah

    • CFO
    • Welbilt Inc.
    • Drew Asher

    • CFO
    • WellCare
    • Matt Cenedella

    • CFO
    • Women's Tennis Association
    • Ira Birns

    • CFO
    • World Fuel Services
    • Mike Hug

    • CFO
    • Wyndham Destinations
    • Michael Duncan

    • Controller
    • Wyndham Destinations
    • Elizabeth Dryer

    • CAO
    • Wyndham Destinations