Sophisticated wealth management to serve your individual needs

The complexities of the financial world require sophisticated wealth management and a partner to assist you who is as dedicated to pursuing your specific goals as you are. When it comes to managing your wealth, our team can help guide you through today’s challenging financial landscape with professional skill and can do so with comprehensive plans that are designed to align with your specific investment requirements. Our client-focused approach makes the difference between chasing returns versus a personalized wealth management experience tailored to you.

Our experienced team understands the stewardship required to prudently invest significant assets. As your partner, we craft strategies using our experience and prudent management approach. For years we’ve offered individuals and institutions alike a high degree of strategic thinking designed to discover new opportunities and help you achieve success. Our robust capabilities cover all aspects of investment management, from investment research to strategy and oversight. Everything you need to help you raise the bar when it comes to your financial affairs.

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Our Team

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Yoni Marom
Yoni Marom, International Wealth Advisor
Managing Director International Wealth Advisor
Private Wealth Advisor
Yaakov Ringler
Yaakov Ringler, International Wealth Advisor
Managing Director International Wealth Advisor
Private Wealth Advisor
Daniel Lebovitch
Daniel Lebovitch
Practice Business Manager
Kevin Scull Bio Image
Kevin Scull
Senior Registered Client Service Associate
Ariel Urban
Ariel Urban
Client Services Associate
Joan Brody bio headshot
Joan Brody
Senior Client Service Associate

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED Guidance

Unique solutions for business owners and entrepreneurs.
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Understanding the challenges women face and how to help.
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Helping you manage your financial success
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Sophisticated expertise in planning for today and future generations
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A pragmatic approach to wealth management
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The four most dangerous words in investing are ‘This time it's different.’
John Templeton

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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