United Way sets goal for an­nual busi­ness drive

Palm Beach Daily News - - BUSINESS -

At the kick­off meet­ing Wed­nes­day of the Busi­ness and Pro­fes­sional Com­mit­tee for the Town of Palm Beach United Way, Chair­man Stephen Hall Jr. an­nounced the 2018-2019 cam­paign goal of $325,000.

The com­mit­tee se­cures cor­po­rate gifts and em­ployee do­na­tions from in­di­vid­u­als and busi­nesses in Palm Beach, South Palm Beach and Manala­pan. Last year’s cam­paign raised $304,115.

“It is re­ward­ing to know that a gift to the United Way goes a long way to­ward help­ing peo­ple in our com­mu­nity who have real needs,” Hall stated.

Jay Bood­hesh­war, United Way board chair­man, said, “We all have a re­spon­si­bil­ity to give back to the place where we live and work.”

Jane Fet­terly

FineMark Ad­vi­sors — FineMark Na­tional Bank & Trust an­nounces a trio of veteran wealth ad­vi­sors, Paul Blatz, Dean Bor­land and Kim­berly Ba­gatell, have opened an of­fice at 340 Royal Palm Way to serve clients in Palm Beach County. All three were ex­ec­u­tives at GenSpring Fam­ily Of­fices be­fore join­ing FineMark.

The team will work di­rectly with in­di­vid­u­als and fam­i­lies. Blatz fo­cuses on port­fo­lio con­struc­tion and in­vest­ment man­age­ment. Bor­land’s spe­cialty is com­pre­hen­sive wealth plan­ning, and Ba­gatell will pro­vide daily client ser­vices. FineMark has of­fices in Fort My­ers and Naples, among other sites.

Fla­gler Ro­tary Club — Kurt Crowl, pres­i­dent of Travel Lead­ers of the

Palm Beaches, will speak on “Why You Should Pur­chase Travel Through an Ex­pert” at 8 a.m. Tues­day at The Ch­ester­field. The cost of the break­fast meet­ing is $23. For in­for­ma­tion email pbfla­gler@ gmail.com.

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