AdventHealth Foundation Central Florida is thrilled to highlight Julie Frey as our Volunteer of the Month for June. Her involvement with the AdventHealth Professional Advisory Network has continued to be a huge support for our community.
Julie is currently shareholder and Chair of the Private Wealth Services group. She is certified by the Florida Bar. Her principle areas of practice are estate planning, probate, trust administration, guardianship, elder law and federal tax. Julie works with individuals and families to plan family wealth transfers consistent with the family’s goals and with federal estate, gift and generation-skipping transfer tax planning. Her professional skills have translated well in supporting AdventHealth Foundation Central Florida.
Julie’s expertise in the areas of estate planning issues has provided the opportunity to help many patients who have the heart and capacity to give. In addition to guiding people, she supports the Advisory Network by serving on a committee to help plan programs and providing seminars on estate planning.
When asked why she got involved with AdventHealth, Julie shared how special the people working at the Foundation are.
“There are many wonderful members of AdventHealth Foundation Central Florida who I have had the pleasure of knowing personally and professionally for many years, including Tom Kapusta and Patricia Bornstein. I am impressed with their sense of duty, dedication and service and was honored that they asked me to help with their establishment of AdventHealth’s Professional Advisory Network.”
We too are honored to have dedicated people such as Julie Frey constantly volunteering and giving back to our community!
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