Advisor Directory

Ms. Ellen C. Vanderburg

SVP & Regional Trust Mgr.
Key Private Bank

3777 Tamiami Trail N., #100, Naples, FL, 34103
Phone: 239‐659‐8812

Ellen Vanderburg has lenghty experience in personal trusts, estate planning and taxation making her a trusted advisor to numerous high‐net‐worth individuals and not‐for‐profit organizations. She received her undergraduate degree in accounting from Southern Methodist University and her MBA (Taxation) from Golden Gate University. She is actively involved with The League Club Board of Directors, Community Foundation of Collier County Professional Advisory Board, AMIkids – Big Cypress Board of Directors, YMCA of the Palms Endowment Board, United Way, Champions for Learning Take Stock in Children Leadership Council, Leadership Collier and Leadership Florida.

Mr. George A. Wilson

Wilson & Johnson, P.A.

2425 Tamiami Trail N., #211, Naples, FL, 34103
Phone: 239‐436‐1502

George A. Wilson is an attorney who has practiced in the areas of estate and tax planning, charitable giving and trust and estate administration in Naples, Florida since 1980. Mr. Wilson has served as a Director for the David Lawrence Center and Foundation, Moorings Park, Step‐By‐Step and the Guadalupe Center. Credentials: J.D., LL.M. in Estate Planning

Mr. Edward E. Wollman

Wollman, Gehrke & Solomon, P.A.

2235 Venetian Court, #5, Naples, FL, 34109
Phone: 239‐435‐1533

Edward E. Wollman has been serving his clients for over 24 years; his firm focuses on Philanthropy and Estate Planning. He has always been active on many local charitable and professional boards, most recently on AVOW/Hospice and The Naples Art Association. Credentials: JD, LLM, Masters in Laws & Taxation, Brd. Cert. in Wills, Trusts & Estates.

Mr. Joseph D. Zaks

Roetzel & Andress, LPA

850 Parkshore Drive, #300, Naples, FL, 34103
Phone: 239‐649‐2720

Joseph Zaks, a partner in the law firm of Roetzel & Andress, has been a Naples resident for over 22 years. Mr. Zaks is a Florida Bar Board Certified Wills, Trusts and Estates Lawyer and is a member of the Florida and Massachusetts Bar Associations and a Trustee of Lee Memorial Health Foundation. Credentials: Brd. Cert. Wills, Trusts & Estates.