- About Us
- Board of Trustees
- A Spectacular 50 Years
- Management Team
- Mission & Vision
- Community Involvement
The name of Plymouth Harbor reveals much about the values on which it rests. Like its historic counterpart far to the north in the 17th century, Sarasota’s Plymouth Harbor is a lively community located on the water and committed to an independent life in fellowship with one another. We even call our community neighborhoods “colonies!”
Opened in 1966, Plymouth Harbor was the dream of The Reverend Dr. John Whitney MacNeil, a Congregational minister. He envisioned an inclusive, progressive interfaith community based on shared values: trust, open communications, integrity, honesty, innovation, and the highest quality.
As the decades have passed and times have changed, Plymouth Harbor continues to attract vibrant residents, both nationally and internationally. It has evolved to become one of the premier continuing care retirement communities in the United States and is recognized as an employer of choice in the region.
Our residents and staff also share a love of boating, a passion for helping others, and a natural spirit of friendship. Plymouth Harbor is home to all who love gracious living and the finer points of a sunrise and a sunset over Sarasota Bay and the Gulf of Mexico.
Board of Trustees
Bruce Berg, M.D., Chair
Bruce H. Berg, M.D., M.B.A attended the University of Illinois for his undergraduate degree in biology, then subsequently to the University of Illinois Medical School for his Doctor of Medicine degree. He received his medical internship and residency training at the University of Michigan followed by a fellowship in pulmonary and critical care medicine. He then served time in the United States Air Force as a Major in charge the intensive care unit at Keesler Air Force Base’s hospital in Biloxi, Mississippi. After his service, he moved to Sarasota to join a pulmonary and critical care medicine practice in 1979. In the mid-90s he volunteered to lead a group to install the first electronic medical record at Sarasota Memorial Hospital and was named the first Chief Medical Information Officer. Over the next decade, he gradually stopped the active practice of medicine to become the first Patient Safety Officer at SMH. In 2004, he was honored to be selected as the founding dean for the Florida State University College of Medicine – Sarasota Campus. His long-established relationship with SMH was important for Sarasota to be selected as an FSU College of Medicine clinical training site, as well as to subsequently establish both an internal medicine and an emergency medicine residency program. Many of the students who he helped graduate into their Doctor of Medicine degrees have completed their respective residency programs and returned to Sarasota to practice medicine. He also received additional training in bioethics at the Kennedy Institute of Ethics at Georgetown University and has been a long-standing member of the Bioethics Committee and Medical Education Committee at SMH.
Jeff Charlotte, Vice Chair
Jeff Charlotte is a professional in the construction industry and is a State of Florida Certified General Contractor. In 1996, Jeff’s company began as J. Charlotte & Associates, Inc. in Sarasota, Florida and merged in 2001. Then as Executive Vice President and Co-Owner of Hennessy Construction Services, Jeff’s skills helped grow Hennessy from $25 million to more than $50 million in revenue sales. In 2007, Jeff founded J.E. Charlotte Construction Corporation, specializing in General Contracting and Construction Management with focus on commercial offices, medical offices and retail construction projects in southwest Florida. Jeff is President and Chief Executive Officer of JEC and serves as Project Executive for all projects. He is responsible for final contract and fee negotiation, overseeing budgets and cost analysis and monitoring the progression and quality of the construction. Jeff began his construction career after graduating from the University of Florida with a Bachelor of Building Construction.
Eric Bledsoe, CPA, Treasurer
Eric Bledsoe is a Certified Public Accountant and is a shareholder with Miles & Thirion, CPA Firm, Inc. A University of Central Missouri alumnus, his areas of practice include individual, corporate and partnership with specific knowledge of the medical, construction and land development industries. He also holds an Enrolled Agent designation with the IRS and a credential membership with the American Society of Pension Professionals and Actuaries practicing as a 401(k) third party administrator. He is a member of the American Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants, National Association of Enrolled Agents and the Florida Society of Enrolled Agents. Eric is originally from Florida and has been practicing in Sarasota for 20 years. He is married to Robin Bledsoe and their children are eight rescue dogs.
Rebecca Sachs, Secretary
Warren Bacon, Member At-Large
Warren Bacon is a banking executive with broad ranging accomplishments in commercial and con-sumer lending, domestic and international risk management, staff development and project design and completion. He has experience at several banks including TD Bank North, Bank of Boston and Con-tinental Illinois National Bank and Trust Company. Warren’s leadership also includes the development of minority owned enterprises through strategic consulting and pairing with contract opportunities – first as Chief Operating Officer of The Initiative For A New Economy, a Boston based privately funded non-profit, and then as Director for the Boston Region of the US Department of Commerce’s Minority Business Development Agency. He also has extensive experience on several non-profit boards in Bos-ton. Warren holds a Bachelor’s in Economics from Oberlin College and an MBA in Finance from the University of Chicago. As a member of the First Congregational United Church of Christ, he has served as Finance Committee chair and Moderator. Warren enjoys bicycle vacations, gourmet cooking, col-lecting good music and exploring Sarasota’s arts and culture. He and his wife, Barbara Smith-Bacon, are permanent Sarasota residents and look forward to frequent visits from their two adult children.
Lee DeLieto, Jr., Member At-Large
Lee DeLieto, Jr. is a professional in real estate and joined the Commercial Group at Michael Saunders & Company more than 15 years ago, creating the DeLieto Team with his father, Lee DeLieto, Sr. Their team has received repeated success and recognition as a Top Commercial Real Estate Team. In addition to the retail and office market staples, Lee Jr. opened the team’s breadth by including industrial and lands sales. And just like his father, having started in leasing, Lee Jr. also heads up the leasing division of the team. In addition to neighborhood leadership in Gillespie Park, he has positioned himself as a recognized leader and collaborative member of business and non-profit boards. Lee holds a Bachelor of Arts in Communication Studies from the University of Florida.
Lee DeLieto, Sr., Plymouth Harbor Foundation Chair
Lee DeLieto, Sr. joined the Commercial Group at Michael Saunders & Company more than 25 years ago and has repeatedly received “Top Commercial Real Estate Producer” recognition. Lee is a member of The Greater Sarasota Chamber of Commerce, a member and past president of the Commercial Real Estate Alliance (CREA) of the Sarasota Association of Realtors and a founder and board member of Insignia Bank, now Centennial Bank. An active member of the Sarasota community, Lee is current Chair of the Board of the Boys and Girls Clubs of Sarasota and Desoto County, past president of the Downtown Sarasota Kiwanis Club, past Board Chair of the University Club and past president of the Alumni Club of Phi Delta Theta. Lee is the current Chair of The Plymouth Harbor Foundation. In his spare time, he enjoys cooking and reading.
Kathy Hendricks, Residents Association Vice President
Kathy Hendricks spent the last 25 years of her career with Northern Trust Company, retiring in 2009 as a Vice President and Managing Director in Trust Administration. Kathy holds a degree with Honors in Humanities from Purdue University. After teaching in the Illinois secondary school system for six years, Kathy received her Juris Doctorate from DePaul University, College of Law. She practiced law for several years before joining The Northern Trust Company, Chicago, in November of 1984 as a senior tax analyst in Estate Tax Services. In 1985, she assumed the position of personal trust administrator until Kathy was invited to join the team of professionals introducing Trust and Financial Services at the Northern Trust Bank’s offices in Oak Brook, Illinois. She then served as senior administrator until her transfer to Sarasota in 1994. Kathy has a long history of volunteerism and leadership, including involvement in several Community Theaters, Board and Finance Committee Chairman for The Wellness Community, Trustee for the Bernard and Mildred Doyle Charitable Trust and Russell Foundation, and volunteer for Tidewell Hospice and Children First, Inc. She is the current Board Member and Finance Committee Chairman for Resurrection House, Inc. and current Vice President of the Residents Association of Plymouth Harbor, Inc. She and her husband, Gary, have lived at Plymouth Harbor since 2018. They share a wonderful daughter and grandchild.
William R. Johnston, Residents Association Immediate Past President
William “Bill” Johnston is past president and COO of the New York Stock Exchange. He received his Bachelor of Science degree in Commerce from Washington & Lee University. He became a member of the NYSE in 1964 and a director in 1992 and has served on numerous committees. Bill was Senior Vice President and Director of Mitchum Jones & Templeton. Bill also founded Agoro Securities and then merged it into LaBranche & Co. where he was Senior Managing Partner. Bill is currently a board member of the Boxser Diversity Initiative and The Sarasota Institute. Bill has served on numerous committees and advisory boards of universities and has taught at various colleges and universities across the country. He is the Immediate Past President of the Residents Association of Plymouth Harbor, Inc. Bill and his wife, Elizabeth, have lived at Plymouth Harbor since 2015. They have two children and two grandchildren.
Sarah Pappas, Residents Association President
Dr. Sarah Pappas served as president of the William G. and Marie Selby Foundation and past president of Manatee Community College, now the State College of Florida. She has a Master of Social Science Education degree from the University of South Florida and a Doctorate in Curriculum and Instruction from Nova Southeastern University. Her career has spanned 40 years in higher education at three community colleges and the University of Central Florida. Dr. Pappas has a long record of service in leadership capacities including, but not limited to the Community Alliance of Sarasota; Sarasota and Manatee EDCs; board of directors for Greater Sarasota and Manatee County Chambers of Commerce; Florida Women’s Alliance; chair, United Way Board of Directors, Manatee County; and president Florida Community College Activities Association. She has also been the recipient of many awards and honors within the communities she has served. She currently serves as Vice Chair of the Ringling Museum and President of the Residents Association of Plymouth Harbor, Inc. Dr. Pappas moved with her husband, late artist Dr. George Pappas, to Plymouth Harbor in 2017. She has two children and two grandchildren.
Guy Peterson, FAIA, Member At-Large
Guy Peterson, FAIA is an established and professional architect, serving as President and Principal Architect of Guy Peterson | Office for Architecture, Inc. A modernist in his approach, the language of his architecture is honesty and simplicity. His work is poetic, human, evokes emotion and comes from the heart. Through his use of form, structure, indigenous materials, light and shadow, he has derived an aesthetic that results in a clean, sustainable and delightful architecture. Guy belongs to a number of professional and community architecture organizations, and he has received more than 90 design awards and special recognitions for his work, some of the highest available for the organization. He is a lifelong Florida resident, receiving his Bachelor of Design and Master of Arts in Architecture Design from the University of Florida.
Jay Price, Member At-Large
Jay was born in Southport, Connecticut and raised in Manchester and Stowe, Vermont. After finishing high school in Hamilton, Ontario, Canada, he moved to Wichita, Kansas to serving six years in the 8th Air Force Strategic Air Command. After his Air Force service and education at Wichita State University, he joined Boeing Military Co. Aerospace Group, and worked on National defense projects. In 1984 Jay moved to Sarasota, Florida and spent 12 years traveling and managing worldwide, special access international defense projects for Fairchild Weston and its successors, Loral Aerospace – Lockheed Martin. He then served as Director, Corporate Accounts for an international telecommunications firm. He joined A.G. Edwards Investments in 1998 now part of Wells Fargo Advisors, LLC and received the Albert Gallatin Edwards Award in 2000 for his achievements as a Financial Advisor. He has served on boards including St. Thomas More Finance as chair and then advisory to the STM Foundation. He has also served with the Girls Inc. of Sarasota in a fundraising capacity and in 2007 Jay and his wife Leslie were both honored the Girls Inc. Visionary Award. Jay Price is a First Vice President – Investments and Financial Advisor with the Juron Price Private Wealth Management Group of Wells Fargo Advisors. Jay and his wife, Leslie Juron, have two English Springer Spaniels and have lived in The Sanderling Club on Siesta Key for 25 years*
*Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, Member SIPC.*
Chris Sforzo, Member At-Large
Christopher “Chris” Sforzo, M.D., is an orthopedic surgeon in Sarasota, Florida and is affiliated with multiple hospitals in the area, including Sarasota Memorial Hospital, Doctors Hospital of Sarasota and Lakewood Ranch Medical Center. Dr. Sforzo was selected as the Director of Sports Medicine for the new Premier Sports Campus in Lakewood Ranch and is the official orthopedic surgeon and hand surgeon to the Sarasota Orchestra. He is a special consultant for the IMG Academies and the Nick Bollettieri Tennis Academy and serves as an Assistant Clinical Professor in Orthopedic Surgery at the Florida State University College of Medicine, Sarasota Campus.
Larry Thompson, Member At-Large
Dr. Larry R. Thompson, President of Ringling College of Art and Design since July 1999, champions the need for businesses to embrace creativity to thrive in the 21st century global economy. A lawyer and an educator, Thompson previously served as Special Assistant to the President of The Ohio State University; CEO of Flint Cultural Center; and the Founding Executive Director of the Rock and Roll Hall of Fame and Museum. Thompson is former President of the Association of Independent Colleges of Art and Design (AICAD) and currently serves on its Executive Committee; is the former Chair of the President’s Council of the Independent Colleges and Universities of Florida (ICUF); and serves on the boards of many local arts and civic organizations. Dr. Thompson has been the recipient of numerous academic and humanitarian honors and awards for his service as a visionary leader and educator.
A Spectacular 50 Years
Plymouth Harbor is proud to have celebrated our 50th Anniversary in 2017! Plymouth Harbor opened its doors on January 15, 1966 to the first residents of our community, and on May 26, 1967, an official dedication ceremony was held. Over the years, Plymouth Harbor has grown, welcoming residents from all over the world, enhancing programs, activities, and amenities, and our expanding services. There is no doubt that Plymouth Harbor has endured the test of time due to the willingness of the entire organization to adapt and evolve to meet growing needs and changes in the industry.
As a part of our 50-year celebration, Plymouth Harbor published The Story of Plymouth Harbor — a publication that serves as a compilation of the past, present, and future of Plymouth Harbor. To view an electronic copy of the book, please click here, or you may download the PDF here.
President & Chief
Vice President of Facilities
Administrator of Assisted Living, The Seaside & Starr Residences
Director of Nursing for
The Smith Care Center
Director of Wellness & Programming
Director of Information Technology
Senior Vice President
of Health Services
Vice President of Resident & Team Member Relations
Administrator of Strategic Healthcare Initiatives
Director of Concierge
Director of Dining Services
Director of Accounting
Vice President &
Chief Financial Officer
Vice President of Philanthropy
Director of Marketing &
Director of Nursing for Assisted Living and Memory Care
Director of Maintenance
Director of Safety Services
Mission & Vision
Plymouth Harbor is a church-sponsored, not-for-profit community of distinction for older adults, committed to providing the most positive aging experience possible for its residents.
Our vision is to become the regional continuing care retirement community (CCRC) of choice.
- We build inclusive relationships and a sense of community through trust and open communications.
- We encourage cooperation through collaboration and the respectful sharing of ideas and beliefs.
- We exhibit integrity and honesty in all dealings.
- We encourage innovation and ensure excellence through high quality standards.
- We emphasize a holistic approach; supporting resident independence by celebrating individuality and treating people with dignity.
- We recognize the importance of preparedness and are committed to providing a safe and secure environment for all constituents.
Sarasota Magazine’s “Best Of” Reader’s Choice Awards
Plymouth Harbor was selected as a finalist in the Retirement Community category for Sarasota Magazine’s 2018 “Best Of” reader’s choice awards.
Sarasota Magazine’s “Best Of” Reader’s Choice Awards
Plymouth Harbor was selected as a finalist in the Retirement Community category for Sarasota Magazine’s 2017 “Best Of” reader’s choice awards.
Sarasota Herald-Tribune Best Places to Work
Plymouth Harbor was recognized by the Sarasota Herald-Tribune as one of the top 25 Best Places to Work in the Sarasota/Manatee area.
Governor’s Gold Seal for Excellence
In January 2016, Plymouth Harbor’s Smith Care Center was awarded the Governor’s Gold Seal for Excellence. This award recognizes nursing facilities that demonstrate excellence in long-term care over a sustained period, promote stability of the industry and facilitate the physical, social, and emotional well-being of nursing facility residents. The Gold Seal is awarded to only three to four percent of nursing facilities in the state of Florida.
Sarasota Magazine’s “Best Of” Reader’s Choice Awards
Plymouth Harbor was selected as a finalist in the Retirement Community category and in the Best Place to Meet Singles category for Sarasota Magazine’s 2016 “Best Of” reader’s choice awards.
Sarasota Herald-Tribune Reader’s Choice Awards
The Plymouth Harbor Foundation was selected as a finalist in the Best Non-Profit Organization category for Sarasota Herald-Tribune’s 2016 Reader’s Choice Awards.
LeadingAge Florida Best Practice Award
Plymouth Harbor was awarded LeadingAge Florida’s Best Practice Award for our new Employee Wellness Program, OnBoard. This award recognizes LeadingAge Florida member communities who develop programs and services that are models of excellence, innovation, and best practices at work.
Sarasota Chamber of Commerce Salute to Business Awards
Plymouth Harbor was awarded the Investing in Our Future Award at the 2015 Salute to Business Awards, hosted by the Sarasota Chamber of Commerce. This award recognizes major investments being made in the Sarasota community, and Plymouth Harbor was recognized for this award because of past and future capital investments.
Sarasota Garden Club Civic Beautification Award
Plymouth Harbor received the Civic Beautification Award from the Sarasota Garden Club for continually maintaining landscaping excellence. Each year, the Sarasota Garden Club’s Civic Beautification Committee reviews various properties in the Sarasota area that previously won this award, searching for properties that continue to produce outstanding landscaping and curb appeal.
Sarasota Herald-Tribune Reader’s Choice Awards
Plymouth Harbor was selected as a finalist in the Retirement Community category, and The Plymouth Harbor Foundation was selected as the first place winner in the Non-Profit Organization category for Sarasota Herald-Tribune’s 2015 Reader’s Choice Awards.
Sarasota Magazine’s “Best Of” Reader’s Choice Awards
Plymouth Harbor was selected as a finalist the Retirement category for Sarasota Magazine’s 2015 “Best Of” reader’s choice awards.
Plymouth Harbor residents are valued contributors to the surrounding Sarasota community.
Our residents serve on boards and assume key leadership positions at charities and service organizations, working with the community on efforts as varied as conservation, preserving historic landmarks, advancing world-class healthcare, and supporting arts and culture.
In fact, Plymouth Harbor residents played pivotal roles in starting two important local nonprofits: the Sarasota Institute of Lifetime Learning and the Glasser-Schoenbaum Human Services Center. The Sarasota Institute of Lifetime Learning provides lectures on a wide array of topics, including discussions of the arts and contemporary global issues. The speaker series features former ambassadors and think tank experts in efforts to promote lifelong learning. The Glasser-Schoenbaum Human Services Center works with 17 local nonprofit health and human services agencies to support low income or at risk adults.
In 2016 alone, Plymouth Harbor residents, employees, and trustees collectively volunteered over 11,500 hours of service to 89 area organizations.