Municipal Advisor Rule Under the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010
The City of Sarasota, Florida has retained the firm of PFM Financial Advisors, LLC, as its Municipal Advisor. The City of Sarasota, Florida is represented by and will rely on PFM Financial Advisors, LLC, to provide advice on proposals from financial services firms concerning the issuance of municipal securities and municipal financial products, including investments of bond procedures and escrow investments.
This certificate may be relied upon until December 31, 2027, or until updated on this site earlier.
Proposals may be addressed to:
- Kelly Strickland, CPA, CGFO
Director of Financial Administration
1565 1st Street
Sarasota, Florida 34236
- Jay Glover, Managing Director
PFM Financial Advisors, LLC
200 S. Orange Ave. Ste 760
Orlando, Florida 32801
gloverj@pfm.com
By publicly posting this written disclosure, the City of Sarasota, Florida intends that market participants receive and use it for purposes of the Independent Registered Municipal Advisor exemption to the SEC municipal advisor rule.
- Overview of all of the City’s existing debt
- Provides the reasoning for each Bond and Loan
- Includes workforce obligations (Pensions and retiree health care)