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, GenSpring Family Offices
Florida Central, Southwest and Tampa Bay
As chairman of the Orlando, Sarasota and Tampa Bay, Florida GenSpring offices, 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 was, prior to joining GenSpring, a certified tax attorney with over 30 years’ experience focused on integrating family and estate planning, trust administration as well as representing clients in tax controversies with state and federal tax authorities. His legal practice centered on representation of individuals, families and tax exempt entities, with a particular focus on the interrelationship of family planning and family owned businesses.
A noted speaker and author, Steve lectures frequently on tax, succession planning, estate and fiduciary 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 the Florida Bar Liaison to the United States Tax Court. He is the National Director of GenSpring’s Family-Owned Business Practice and a member of the board of the firm’s Innovation and Learning Center, GenSpring’s training and intellectual property development arm.
Steve has been 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, GenSpring Family Offices
Florida Central, Southwest and Tampa Bay
As Co-Chairman of the Orlando, Sarasota and Tampa Bay, Florida GenSpring offices, JoEllen Ross, along with Steve Salley, oversees all operations and delivery of wealth management services to clients.
Prior to joining GenSpring Family Offices, JoEllen was a tax consultant with the Greenberg Traurig law firm, and prior to that was the Managing Partner with Andersen’s Orlando office. In both of these positions, her emphasis was on tax and financial planning for high net worth individuals
She received her BA with honors in Accounting from Michigan State University. 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
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.