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Financial

Beau Breckenridge
U.S. Trust
Christine Williams
UBS Financial Services, Inc.
Heath Randolph
Wells Fargo Private Bank
Patricia Sans
Morgan Stanley
Elizabeth Giles
Sun Trust Bank
Jim Murley
TD Bank
Linda Casey
Valley
Grace Halabi
BB&T
Mary M. Morse
Chilton Trust
Joe Pauldine
Cypress Trust Company
David Scaff
FineMark National Bank & Trust
Robert Harvey, CFA
Harvey Capital Management, Inc.
Kirk Beerthuis
IberiaBank
Debra Vasilopoulos
IberiaBank
Brian Smith
First Republic Bank
Sr. Managing Director
Jennifer Brancaccio
IberiaBank
Dusty Dodge
First Republic Bank
Account Manager
Hector Alzate
First Republic Bank
Bank Manager
Debbie Martin
Valley
Denise Hopper
JP Morgan Chase & Co
Brian Work
Wells Fargo Private Bank
Heath Randolph
Wells Fargo Private Bank
Matthew Daily
Bank of America
Chris Storkerson, CFP, CPWA
Northern Trust
Senior Vice President
Joseph Shearouse
First Bank of the Palm Beaches
President
Richard Gaff
Sun Trust Bank
Cecil Cooper
IberiaBank
Michele Vogel
Wilmington Trust
Andre Siegel
IberiaBank
Christopher Cook
First Bank of the Palm Beaches
Jack Lansing
UBS Financial Services, Inc.
Stephanie Baudo
Chilton Trust
Gail Horvath
PNC Wealth Management
Priscilla Langlois Fonseca
PNC Wealth Management
Linda Casey
Valley
Graham Davidson
PNC Wealth Management
Ryan Farinacci
UBS Financial Services, Inc.
Christopher Martin
JP Morgan Chase & Co
Banker
Cheryl Culp
Northern Trust
Janie Richter
Bessemer Trust
Susan Hutcheon
UBS Financial Services, Inc.
Brewster Cole
Valley
Vice President / Commercial Lender
Zachary Brinkman
JP Morgan Chase & Co
Matt King
Wilmington Trust
Jonathan Fitzgerald
Wilmington Trust
Patrick Williams
Williams Group
President

Patrick Williams, AIF  has worked in the corporate retirement plan arena for the last 33 years, he has earned a professional designation of Accredited Investment Fiduciary from the Foundation for Fiduciary Studies. Founding member of the Florida Fiduciary Roundtable, a professional organization of industry peers. He is a member of Palm Beach Chamber of Commerce, Honda Ambassador with the Honda Golf Classic, member of the PGA Corridor and volunteers his time with some local non-profits. He frequently speaks on the subjects such as "Retirement plan readiness and outcomes, The role plan sponsor as a fiduciary in todays marketplace and Data... How to get it and How to use it .”

Nancy Maio
First Republic Bank
Sr. Preferred Banker
Rosa Carreiro
First Republic Bank
Preferred Banker
Rosa Carreiro
First Republic Bank
Preferred Banker
William Benjamin
First Republic Bank
Relationship Manager
Zachary Berg
First Republic Bank
Relationship Management
Barry Berg
First Republic Bank
Relationship Manager
Greg Englesbe
E Mortgage Management, LLC
Jennifer Euart
Wells Fargo Home Mortgage
John Bostwick
Wells Fargo Home Mortgage
Michael Seligman
Wells Fargo Home Mortgage
Marc Francin
Wells Fargo Home Mortgage
Sales Manager
Coumba Jackson
Wells Fargo Home Mortgage
Diana Stevens
Wells Fargo Home Mortgage
Clemente Rincon
Wells Fargo Home Mortgage
James Ollis
Wells Fargo Home Mortgage
George Calloway
Wells Fargo Home Mortgage
John Pavela
BMO Private Bank
Market Leader
ROBERT HARVEY
Harvey Capital Management, Inc.
CHAIRMAN
Beatrice Fleurio
Wells Fargo Home Mortgage
Peter Nicoletti
Nicoletti Wealth Management Group of Stifel, Nicolaus and Company Incorporated
Managing Director/Investments
When he founded the Nicoletti Wealth Management Group, Peter's goal was to provide world-class asset management in a family atmosphere.  The group is dedicated to helping clients create, preserve, and manage their wealth.  

Peter has lived in Palm Beach County for more than 40 years. He is active with several local charitable organizations including Opportunity Early Childhood Education & Family Center, the Historical Society of Palm Beach County and Palm Beach Day Academy.  He and his wife, Tara, live in West Palm Beach with their two boys.

 


 
Amanda Campbell
Nicoletti Wealth Management Group of Stifel, Nicolaus and Company Incorporated
Associate Vice President/Investments
Ron Bekins
Nicoletti Wealth Management Group of Stifel, Nicolaus and Company Incorporated
Registered Client Service Associate
Andrew Panaia
JP Morgan Chase & Co
Miro Zecevic
Mina Mar Corp.
CEO
Nicholas Jarriel
JP Morgan Chase & Co
Branch Manager
Anne Chaloupka
First Republic Bank
Jean Marie Parker
UBS Financial Services, Inc.
John Bowers
TD Bank
VP-Commercial/Middle Market Lending
Richard Gaff
U.S. Trust
Carl Domino
Carl Domino, Inc.
Richard Hughes, MBA
Bank of America Home Loans
Mortgage Loan Officer