MANAGEMENT TEAM

David Plotkin - Vice President, Wealth Advisor

Mr. Plotkin's innate ability to understand the needs of affluent families enables him to provide important advise throughout the estate planning process. Using a holistic estate planning approach he is able to help individuals/ families prepare heirs for transfer of wealth from one generation to the next.

Mr. Plotkin has risen to the pinnacle of three distinct industries: Fashion, Golf and Luxury Real Estate. David began his career in the fashion industry traveling the world as a model for the Ford Modeling Agency. After Ford, David pursued a career in golf and completed the Player's Ability Test administered by the PGA Professional Golf Management Program. For 12 years, David channeled his energies into the luxury real estate markets of South Beach in Miami and Palm Beach, Florida.

David attended L.S.U. and graduated with a degree in Finance from Florida Atlantic University. David is a strategic thinker who has a wide array of interests that include Golf, Tennis, Chess, Travel and World History.

Mr. Plotkin is from New York and lives in Palm Beach County, FL with one young son.

MANAGEMENT TEAM

Marc Sheridan, President and Founder
Don Tolep, Senior Vice President
Paul Maizes, Vice President, Wealth Advisor
David Plotkin, Vice President, Wealth Advisor
Richard C. Welch, Jr., Vice President, Wealth Advisor
Charles Robb, Vice President, Marketing