Below is list of Clarkson alumni who work in the estate, philanthropic and financial planning fields. While Clarkson is not able to recommend specific advisors, a Clarkson alumnus may be a good place to start.
Estate Planning Attorneys
Philanthropic Planning Advisors
ESTATE PLANNING ATTORNEYS
Don’t see an estate planning attorney in your area? A common way to find an attorney is to ask friends, family members or other trusted advisors. You might also visit the American College of Trust and Estate Counsel website. ACTEC is a “nonprofit association of lawyers established in 1949. Its members are elected to the college by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors.” You can search for an attorney in your area at http://www.actec.org.
PHILANTHROPIC PLANNING ADVISORS
Michael Boudway ’93, CFP®
Allied Wealth Partners
Scott McKay ’88
Charles Schwab & Co., Inc.
Pittsford, NY 14534
Jeffrey M. Praino ’03, CFP®, CDFA®
Certified Financial Planner
Financial Planning Specialist Financial Advisor
The Pelican Bay Group at Morgan Stanley
1250 Pittsford Victor Road, Bldg 200, Suite 350
Pittsford, NY 14534-9541
585-264-5840, toll-free 800-332-0274
Thomas M. Shoen, JD ’93
MassMutual CNY Agency
Syracuse, NY 13202
If you are a Clarkson alumnus employed in one of the professions listed above and would like to be included on this list, please email Annie Clarkson Society or call 315-268-7778.
This web page does not provide legal or financial advice, nor is it a comprehensive review of the topic. You should consult your legal andfinancial advisors and Clarkson University before making or planning your gift.