YOU’LL HAVE THE RESOURCES OF A NATIONAL LEADER TO SERVE YOUR FINANCIAL PLANNING NEEDS

We are more than experienced financial advisors who have access to powerful resources and are backed by the strength of a solid multinational firm. We are also your neighbors.

Over the years, we’ve helped many individuals, families, business owners and professionals with financial guidance personalized to their own specific needs. From financial planning to wealth management, we’re ready with the guidance and resources necessary to help you, too.

Management Team
  • Richard Caccamise
    Managing Director
    Senior Vice President, Investments
    Branch Manager
  • Sean Buck
    Branch Operations Manager | Ft. Lauderdale
Fort Lauderdale
  • Jeff Cornell
    Managing Director
    Senior Vice President, Investments
  • Francis Maus, AIF
    Managing Director, Investments
  • Griselda Uzcategui
    Senior Vice President, Investments
  • Alberto Sisso
    Senior Vice President, Investments
  • Scott Cutliff, CFP®
    Vice President, Investments
  • Donald “Don” Horras
    Senior Vice President, Investments
  • James Goulet
    Financial Advisor
  • Robert Pesce
    Financial Advisor
  • Rhonda L. McNiel
    Senior Vice President, Investments
  • Eli Tache
    Vice President, Investments
  • Marc Kopelman, CPA, WMS
    Financial Advisor
  • Robert Paretti
    Senior Vice President, Investments
  • Barbara Corrao
    Associate Vice President, Investments
  • Wendy Ashford
    Financial Advisor
  • Glenn Lotenburg
    Financial Advisor
  • Geoffrey Palilla, MBA
    Financial Advisor
  • Emmanuel Adoghe, MBA
    Financial Advisor
  • Peter Corrao, AAMS®
    Financial Advisor
  • Adam Barncard
    Financial Planning Consultant
  • Aileen Pacey
    Senior Registered Client Service Associate
  • Trina Peyton
    Senior Client Service Associate
  • Linda Miller
    Senior Client Service Associate
  • Andrea Mclean
    Senior Client Service Associate
  • Rafiah Galanter
    Senior Client Service Associate
  • Eda Figueroa
    Branch Operations Specialist
  • Ana Maimon
    Senior Registered Client Service Associate
  • Vianca Marcano
    Senior Client Service Associate
  • Ingrid Nyiri
    Branch Operations Specialist

 

CFP® | Certified Financial Planner™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.