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
  • Stephen Sullivan
    Managing Director, South Florida Complex Manager
    Branch Manager | Boca Raton
  • Daniel J. Kraus
    Managing Director, Senior Vice President, Investments
    Branch Manager | Boca Raton
  • Sheila L. Gabel
    Vice President, Branch Manager | West Palm Beach

  • Lawrence W. Gonnello
    Senior Vice President, Investments
    Branch Manager | Palm Beach Gardens
  • Jonathan “Jon” Cohen
    Branch Manager | Jupiter
  • Susan Michko
    Complex Admininistrative Manager
  • Gail Butler
    Branch Operations Manager | Boca Raton

  • Ken Smail
    Branch Operations Manager | West Palm Beach, Palm Beach Gardens, and Jupiter

Boca Raton Branch
  • Mark Barber
    Vice President, Wealth Management
  • Matthew Shafer, CIMA®
    Managing Director
  • Jeffery Shover
    Senior Vice President, Wealth Management
  • Jeffrey Winkler
    Vice President, Wealth Management
  • Joseph Danley
    Investment Portfolio Specialist
  • Danielle D'Ambrosio
    Senior Client Service Associate
Jupiter Branch
  • Bernard Cohen
    Assistant Branch Manager
  • LaShea Jackson
    Senior Registered Client Service Associate
  • Colin Leavey
    Registered Client Service Associate
  • Gisella Cohen
    Senior Practice Marketing Associate
Palm Beach Gardens Branch
  • Courtney Anderson, WMS
    Senior Vice President, Wealth Management
  • Eric Bachinsky
    Vice President, Investments
  • Michael Bennett
    Associate Vice President, Investments
  • Kerrie Egan
    Client Service Associate
  • Mark Holbert, AAMS, WMS
    Associate Vice President, Investments
  • Nikolas Papageorge
    Financial Advisor
  • Robert "Rob" Torrington
    Senior Vice President, Investments
  • Bob Radli
    Vice President, Investments
  • Zachary "Zach" Rider, CFA®
    Senior Investment/Portfolio Analyst
  • Jan Nettekoven, CIMA®, AIF®
    Senior Investment/Portfolio Analyst
  • Lisa Pollick
    Senior Registered Client Service Associate
  • Marty Curto
    Senior Registered Client Service Associate
  • Morgan Staudt
    Senior Registered Client Service Associate
  • Tara Bachinsky
    Financial Advisor
  • Macie Clark
    Senior Client Service Associate
West Palm Beach Branch
  • Seraphim "Sam" Rine
    Senior Vice President, Wealth Management
  • Patricia "Patti" Sans
    Senior Vice President, Wealth Management
  • Berry Williams, WMS, RPC
    Vice President, Investments
  • Natassheia McDonald
    Senior Client Service Associate
  • Thomas Fragale, AAMS®
    Investment Portfolio Specialist
  • Giselle Espinosa
    Client Service Associate

 

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.