Our Boca Raton Team
Boca Raton Office
7284 West Palmetto Park Road Suite 106
Boca Raton, FL 33433
Phone: (800) 936-4310
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment
Find a Boca Raton Financial Advisor
- Jason S. Watach, CFP®
- Michael E. Speed, CFP®
- Sean Williams
- Susan S. Weinblatt, CFP®,CDFA®
- Alexander Jermain
- Barbara Cortes
- Brec Tambo
- Brian Muehlenbeck
- Brian Schwarz, CFP®
- Bryn Wilkins
- Cindy Jahn
- Cole Brothen
- Dana Richmond
- Daniel C. Zagata, CLU, ChFC, CFP®, AIF®
- Daniel J. Barboni
- Erika Hilliard
- Frank Marra
- Gloria Rosen
- Greg Abdalla, CEPA
- Jackson Wodraska
- Jay B. Fischer
- Jeffrey W. Finlayson
- Jessika Ochoa-Gengler
- Koren Marinberg, CFP®, CPFA®
- Laura Ospina
- Laura Persons
- Linda Ward
- Lis Patterson
- Mitch Borriello
- Monique Heinz
- R. Christian Rasband, CFP®
- Robert D. Barboni, CFP®
- Sandi Engstrom
- Steven Zborowski
- Tami Borland, CFP®
- Violet Salvietti
- William "Bill" Elliott
Steven Zborowski
Senior Vice President, Wealth Management Advisor
Violet Salvietti
Executive Assistant
Mitch Borriello
Executive Assistant to Gloria Rosen
Erika Hilliard
Director of New Business Operations
Cindy Jahn
Director of Compliance
Laura Ospina
Executive Assistant to Brian Muehlenbeck & Steven Zborowski
Proven, High-Quality Services
Our suite of services supports solutions that focus on what’s best for her personal and financial well-being.
A Tailored Approach
In working with you, we want your input. Together, we can determine what you want from a financial ecosystem, and offer superior strategies to help you get there.
Let’s Talk
If you’re interested in more information about how we can work with you to solidify your financial situation, contact us for a no-obligation appointment today.