Where there's a will: Estate planners and advisers gather for annual reception

Shannon Donnelly
·2 min read

All those brainiacs who sailed through math class?

They grew up to be the men and women who attend the annual Estate Planners Reception at the Rehabilitation Center for Children and Adults (RCCA)

The event, hosted by the RCCA's Professional Endowment Committee, took place Sept. 27 at the RCCA.

David E. Bowers of Jones Foster, chairman of the RCCA's Professional Endowment Committee, also served as chairman of the reception, which included Dark 'n Stormy cocktails, Palm Beach Catering's signature parmesan cheese puffs and shrimp cocktail, and music.

More than 35 local firms and financial institutions were represented at the event, including Benjamin Sloan of Bessemer Trust, Carl Labossiere of BMO Private Bank, Brian J. Worgan of BNY Mellon Wealth, Thomas B. Pinckney of BOA Private Bank, Gina M. Nelson of Chilton Trust, Karolina Bednarska of CIBC, William E. Benjamin IV of Citizens Private Bank, Patricia Godwin of Coral Gables Trust, Elizabeth C. Wagner of Cypress Bank & Trust, Robert W. Murphy of Fiduciary Trust International, David H. Scaff of FineMark Bank, Janice K. Snyder of First Horizon Bank, Nathan Flah of Flah & Co., Suzanne S. Weston of Glenmede, Elizabeth Marshman of Hindman Auctions & Appraisals, Margaret Betten of J.P. Morgan Private Bank, Janet Shamblin of Key Private Bank, Steven F. Colamarino of Merrill Lynch, J. Cater Randolph of Mettler Randolph Massey Ferguson Carroll & Sterlacci, Christopher Storkerson of Northern Trust Bank, Kevin Bourke of Safra National Bank, Vince N. Tran of SAT Financial Advisors, Peter Nicoletti of Stifel Nicolaus & Co., Sandra B. Fleming of U.S. Bank Private Wealth Management, Heath Randolph of Wells Fargo Private Bank, Brandon Reid of Williams Jones Wealth Management, Shannon T. Howell of Wilmington Trust and Michael Dixon of Your Planning Partners.

Members of the RCCA Board of Governors also attended.

The Professional Endowment Committee comprises individuals who donate their professional and personal time to help convey the importance of establishing endowments and explaining the value of critical estate planning to donors.

This article originally appeared on Palm Beach Daily News: Endowment committee celebrates charity's mission at annual event