Kathleen J. Belmonte

CTFA®, AEP®

Kathleen J. Belmonte

Kathy Belmonte is a graduate of the Florida Trust School and holds the designations of Certified Trust Financial Advisor® (CTFA®) and Accredited Estate Planner® (AEP®). Kathy is a member and past President of the Tampa Bay Estate Planning Council and is a past president of the National Association of Estate Planners and Councils. Kathy’s community involvement includes the Board of Trustees of The Saunders Foundation, the LifePath Hospice Women of Philanthropy and Ambassador Committee, the Legacy Council of the Crisis Center of Tampa Bay and the Professional Advisor Network of the Community Foundation of Tampa Bay. Kathy also serves on the Board of Directors of the Tampa Club.

Kathleen J. Belmonte