Physicians in Transition 

PBCMS knows that throughout a career practicing medicine, physicians will transition from residency to myriad practice models, and likely between practice models. They will move within Florida, move from out of state, retire, and even reenter practice, so PBCMS is committed to supporting its members during those challenging and uncertain times. 

PBCMS’ community partners, known as the Circle of Friends, have come together to offer valuable advice and assistance by creating this Physicians in Transition site with a series of easy to view videos that capture solutions and services designed to help. Click on each video to learn more and connect with professionals dedicated to assisting physicians through every transition.




Acevedo Consulting Incorporated’s team is recognized nationally for its expertise in documentation, coding and compliance. As a Circle of Friends member for 20 years, Acevedo Consulting has helped hundreds of physicians in Palm Beach County to develop compliance and HIPAA programs, guiding them through Medicare audits, providing documentation and coding education. The firm is known as a trusted source for coding and compliance information. 

Contact Name: Laura Hilbert
Email:               [email protected]
Phone:             561.278.9328

AmTrust North America (formerly Comp Options) has been a true partner to the PBCMS and Risk Strategies/Danna-Gracey for many years, and now, with the resources of AmTrust – rated “A” (Excellent) by A.M. Best – we are able to provide this exclusive enhanced dividend program like no other for Florida physicians and medical practices.  To date, the program has given back over $1 million in dividends to our society members insured through the program. For more details and to enroll in this beneficial program, please contact Tom Murphy at Risk Strategies/Danna-Gracey in Delray Beach, 561-276-3553, or [email protected] 

Risk Strategies/Danna-Gracey is a specialty national insurance brokerage and risk management firm offering comprehensive risk management advice and insurance. Risk Strategies/Danna-Gracey is the only malpractice insurance brokerage firm endorsed by the Palm Beach County Medical Society. We have the ability and national platform to provide the following additional insurance options, including Workers' Compensation, Cyber, and EPLI. By speaking, writing and lobbying in Tallahassee, we hope to effect positive change in the healthcare industry. The experts at Risk Strategies/Danna-Gracey are well known throughout society as independent expert specialists in finding the most suitable malpractice insurance and workers compensation coverage for individual doctors and group practices. For more information: [email protected] or (800) 966-2120.


Our FineMark team is thrilled to be a Circle of Friends member and partner with the PBCMS. We have worked with countless physicians over the years, at every stage of their medical career. Whether you’re a doctor right out of medical school who needs help managing debt, or a well-established physician, planning retirement, we can provide you with options, flexibility, and unbiased financial advice. We offer a comprehensive array of banking, trust and investment services and we are committed to working effectively, and in a timely manner, to produce positive results.

To learn more, please contact: 

David H. Scaff | FineMark National Bank & Trust | President-Palm Beach
340 Royal Palm Way, Suite 101, Palm Beach, FL 33480

561.273.1515  Office| 561.847.1543 Cell | * [email protected] 

First Citizens Bank understands that your financing needs will change over the years. Whether starting out on your own for the first time, joining an existing practice, or preparing to expand or renovate your practice, we have customizable financing options available. 

Claudia Rodney - Vice President, Financial Sales Manager III
[email protected]

Keiser University is one of the largest producers of nurses and allied health workers in Florida. The University serves as a valuable resource to hospital systems and physicians throughout the state and its graduates are filling vital job vacancies in communities throughout Florida.

Elizabeth Houlihan, MBA - Director of Student Services
(561) 471-6000 | [email protected]

FREE Job Posting for Employers:


Levi & Associates can handle all aspects of your non-qualified benefits. During our firm’s 20+ years in the benefits business, we have refined a successful system that produces exceptional results. We have been highly effective in enhancing benefit offerings, often while easing the bottom line commitment, while assisting you with all phases, from planning to implementation to employee information/education meetings about benefits and wellness. 

O: 561-353-1234 x 115  
C: 561-302-2661
[email protected]
2790 N Federal Hwy, Suite 300
Boca Raton, FL 33431

As one of South Florida’s leading commercial real estate firms, we understand your complex medical space needs. Lesley Sheinberg, Managing Director and Medical Site Facilitation expert, aims to put you on a level playing field with professionals, landlords and owners by providing expert advice based on based on years of medical space expertise, attention to detail, and superior Florida market knowledge. Ms. Sheinberg has worked directly with the PBC Medical Society and their members to assist in a variety of needs including tenant/buyer representation, market data & analysis, relocation studies, investment sales, and more. Whether you’re a small practice or large hospital, downsizing or looking to purchase, we’re here to help you through every step of the way. 

To learn more, contact: Lesley Sheinberg - Managing Director
NAI/Merin Hunter Codman, Inc.
Office: 561 471 8000
Cell: 561 254 7810
[email protected]

Optimum RTS is one of South Florida’s only dedicated medical recruiting companies that is certified by AHCA to provide key medical staff that will interface directly with your patients. The pillars of our success are found in our Value Statement where we pride ourselves on our core values of Honesty, Service and Respect.

John E. Dalton - President/CEO
Phone: 561-408-2192
Mobile: 954-336-4086
Email:   [email protected]
2001 Palm Beach Lakes Blvd., Suite 502-i
West Palm Beach, Fl. 33409


Palm Beach County Medical Society has selected The Doctors Company as the exclusively endorsed medical professional liability insurer for our members. The Doctors Company provides Florida physicians with local claims, underwriting, and patient safety services. Palm Beach County Medical Society members qualify for a five (5) percent premium discount, which can be combined with additional loss free discounts for even greater savings. We encourage you to find out how you can benefit by securing coverage with The Doctors Company. Contact Tom Murphy at Danna-Gracey, [email protected].

Clients who work with the Florida Healthcare Law Firm are protected by deep healthcare industry experience and fully served by attorneys aligned with their success. The team here doesn’t dabble in healthcare law, we specialize in full spectrum representation of healthcare providers and nearly every type of healthcare business. Visit us online at or call 561-455-7700 for a complimentary consultation. 

As a health resource and practice management company we specialize in improving the financial success and sustainability of physician practices through revenue cycle & cash flow, human resource services, compliance, credentialing, business development, marketing operations, practice management, and athenahealth™: project management, ongoing support, chronic care management, and billing. Visit for more comprehensive list of services or call 561-293-4304.

Customized solutions for physicians and medical practices. Banking. Brokerage. Trusts. Practice finance. Streamlined wealth management and medical practice solutions through dedicated planning, proactive advice, sophisticated financial solutions, and guidance. What sets us apart? Not only are our advisors skilled in our profession—we’re also deeply knowledgeable and well-versed in the subtleties and complexities of physicians and their practice groups. We’re dedicated Medical Relationship Managers and Medical Wealth Advisors. And we understand the financial issues and implications of continual changes in the healthcare industry—and the ongoing demands on your time.

To learn more, contact: Javier Dadan
Vice President, Medical Wealth Advisor
Truist Wealth Medical Specialty Group
Office: 561-515-1952
[email protected]

Visiting Angels is a nationally recognized and respected name in private duty, home health services. At Visiting Angels of the Palm Beaches, locally owned and operated, we have a refreshing, and award winning approach to homecare relationships. We are the private duty, Home Health Agency of choice for several PBCMS member physicians. Let us be a resource for you and your patients – there is no paperwork involved for you or your staff!

[email protected]