Jory retired from Merrill Lynch after a highly rewarding forty year career in 2012, and was recognized in Whos Who, the National Consumer Research Bureau, and Barron's as one of the top financial advisors in the country.
Peter “Uncle Pete” has lived in Sarasota since 2010. Peter is a Florida Real Estate investor,
Business Broker and Realtor whose career path included; NYSE broker with Paine Webber, Loan Officer CitiCorp, NY, Managing Member Keystone Real Estate Investments & Managing Partner Sky Bridge Technologies
As a lawyer for over 50 years, Michael specialized in corporate and business matters, and in estate planning. In his later years with the firm, he served as mentor to the young lawyers coming into the firm, and as consultant to other lawyers who welcomed his expertise in matters in which he had extensive experience.