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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

Steven Zborowski

Steven Zborowski

Senior Vice President, Wealth Management Advisor.

Violet Salvietti

Violet Salvietti

Executive Assistant

Erica Amber

Erica Amber

Director of Recruiting

Mitch Borriello

Mitch Borriello

Executive Assistant to Gloria Rosen

Erika Hilliard

Erika Hilliard

Executive Assistant to Daniel Zagata & Director of New Business Operations

Erica Kalkstein

Erica Kalkstein

Executive Assistant to Susan Weinblatt

Laura Ospina

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.

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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.

Our Approach

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.

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