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You are at: Planned Giving > Financial Advisors

Financial Advisors

John W. Donahoo
U.S. Trust
904.791.5284 or 800.944.7929

Beverly Flanagan
Fifth Third Bank
(904) 486-1926

B. Allen Reid
Center State Bank
(904) 301-2224

Bert Livingston
National Financial Services Group
(904) 296-3300

Steven D. Lombardo
Lombardo Financial Services
860-236-6064

James E. Morgan Jr.
LM Financial Group LLC
(904) 994-8108
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Jacksonville University
2800 University Blvd N
Jacksonville, FL 32211
(904) 256-8000

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.