Sarasota

Address:
50 Central Avenue, Suite 950
Sarasota, Florida 34236

Phone:
941-487-3600

e-mail:
Stephen G. Salley - Co-Chairman, FL Central, SW and Tampa Bay Regions
JoEllen Ross - Co-Chairman, FL Central, SW and Tampa Bay Regions
Jim Brennan - LFO President St. Petersburg and Sarasota

 
Stephen G. Salley, Esq.
Co-Chairman, FL Central, SW and Tampa Bay Regions

As chairman of the Orlando, Florida GenSpring office, Steve Salley, along with JoEllen Ross, oversees all operations and delivery of wealth management services to clients. Prior to joining GenSpring Family Offices, Steve was a shareholder at Greenberg Traurig PA law firm in Orlando. He is a tax attorney, whose practice centered around representation of individuals, families and closely-held business entities and tax exempt organizations, integrating business and tax planning with family and estate planning, trust administration, and tax controversy representation.

A noted speaker and author, Steve has published several articles, and has lectured about tax and trust issues. He is a member of the Executive Council of the Florida Bar, Tax Section; co-chair of the American Bar Association's Committee on Estate Planning for Business Interests and Owners; and was formerly a Florida Bar liaison to the United States Tax Court.

Steve was listed in Florida Monthly as one of the top lawyers in Florida, and listed as one of the Legal Elite in Florida Trend. He received his BA with honors from Harvard University, his JD with high honors from University of Florida Levin College of Law, and his LL.M, Taxation, from University of Florida Levin College of Law.

 
JoEllen Ross, CPA
Co-Chairman, FL Central, SW and Tampa Bay Regions

Along with Steve Salley, JoEllen Ross is responsible for services provided by the GenSpring in the Orlando, Tampa and Sarasota, Florida offices. Prior to joining GenSpring Family Offices, JoEllen was a tax consultant with the Greenberg Traurig law firm, and prior to that was a tax partner with Andersen. While at both her emphasis was tax and financial planning for high net worth individuals, as well as being the managing partner of Andersen's Orlando office for many years.

She received her BA with honors in Accounting from Michigan State University, and her current civic passion is being on the board and finance committee of Lighthouse, a not for profit organization dedicated to providing training for the visually handicapped.

 
Jim Brennan
LFO President St. Petersburg and Sarasota

As President for GenSpring's St. Petersburg and Sarasota offices, Jim Brennan oversees operations and delivery of wealth management services to our families. In addition, Jim is a valuable resource to helping our families sustain their wealth by providing advisory services in a variety of areas, including: estate and gift tax planning, business succession planning, charitable gift planning, family governance and education, income tax planning strategies, retirement and cash flow planning, and insurance needs and product analysis.

Prior to joining GenSpring, Jim was the Director of Financial Planning with KPMG working with many of Florida and Georgia's prestigious families.

Jim graduated with honors from St. John's University, New York and is a Certified Public Accountant (CPA). He holds a Bachelor's degree in Finance and a Master's degree in Accounting. He is a member of the American Institute of Certified Public Accountants (AICPA) and is a member of its Personal Financial Planning division. He also holds the Personal Financial Specialist (PFS) designation given by the AICPA. Jim is also a Certified Financial Planner (CFP) and is a member of the Institute of Certified Financial Planners.