Planned Giving Advisory Committee

Stonehill College is grateful to the following members of the Planned Giving Advisory Committee for their voluntary service to the Office of Advancement. Members present insight into their areas of expertise, including: charitable giving, trusts, financial and estate planning, investments, tax law, and accounting. The primary role of the Planned Giving Advisory Committee is to encourage planned giving by providing a combination of educational and technical advice and assistance to members of the College community. 

Members

Timothy P. Barry '88 
BlumShapio

Mark R. Bossey '97   
Securitas Financial Group

Daniel J. Candura CFP '71   
PennyTree Advisers, LLC

Christopher J. Civale '74       
Ameriprise Financial Services, Inc.

Anthony M. Florio '98          
Merrill Lynch

Walter K. Herlihy '68
Beacon Financial Planning, Inc

Barbara H. Hollis '78
University of Texas Dallas

Joseph G. Imbriani '89
Taylor, Ganson & Perrin

Gary R. Oman '72     
Gary R. Oman, PC

James P. Scanlan '83 
Weston Financial Group

Susan M. Slattery '91
J. H. Slattery Insurance Agency

Jacquelyn H. Tracy '88          
Mandel & Tracy, LLC