Deanne Phillips, CFP®, CDFA®, ABFP℠ Managing Director of Client & Community Engagement

Ross E. Schulman, Esq., LLM., CFL™, CDFA Associate Woodward, Pires & Lombardo, P.A.

Ross E. Schulman is a highly rated family law and estate planning attorney at Woodward, Pires & Lombardo, P.A. in Naples, Florida. He is licensed to practice law in Florida and New York and is a Certified Financial Litigator (CFL™). Ross’ Juris Doctorate is from the Benjamin N. Cardozo School of Law Yeshiva University. He recently completed the University of Miami School of Law, Heckerling Graduate Program in Estate Planning, with a Master of Laws in Estate Planning LL.M.

Before becoming a lawyer, Ross worked in finance and gained strong negotiation skills while working on Wall Street. He traded financial products at Spear Leeds & Kellogg (later Goldman Sachs) and Bear Stearns. He also worked as a financial advisor at Morgan Stanley, where he gained extensive knowledge about asset classes and various financial products. Ross is highly qualified to help you handle a variety of legal issues.

Augustina Rok, Luxury Sales Associate | CAM License | Executive MBA | Certified Notary Public