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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

Find a Boca Raton Financial Advisor

  • Al Travasos
  • Jason S. Watach, CFP®
  • Michael E. Speed, CFP®
  • Rosemary Guilfoyle
  • Sean Williams
  • Susan S. Weinblatt, CFP®,CDFA®
  • Alexander Jermain
  • Autumn Speed
  • Barbara Cortes
  • Brian Muehlenbeck
  • Brian Schwarz, CFP®
  • Bryn Wilkins
  • Cole Brothen
  • Dana Richmond
  • Daniel C. Zagata, CLU, ChFC, CFP®, AIF®
  • Daniel J. Barboni
  • Erica Kalkstein
  • Erica Amber
  • Erika Hilliard
  • Gloria Rosen
  • Greg Abdalla, CEPA
  • Jay B. Fischer
  • Jeffrey W. Finlayson
  • Jessika Ochoa-Gengler
  • Laura Ospina
  • Laura Persons
  • Linda Ward
  • Lis Patterson
  • Meghan E. Bright, Ph.D.
  • Mitch Borriello
  • Monique Heinz
  • R. Christian Rasband, CFP®
  • Robert D. Barboni, CFP®
  • Robin Correa
  • Sandi Engstrom
  • Steven Zborowski
  • Tami Borland, CFP®
  • Timothy W. Haynes, LUTCF, CLTC
  • Violet Salvietti
  • Will Sauers
  • William "Bill" Elliott
Steven Zborowski

Steven Zborowski

Senior Vice President, Wealth Management Advisor.

Jeffrey Finlayson

Jeffrey W. Finlayson

Financial Advisor

(561) 910-2535

Rosemary Guilfoyle

Rosemary Guilfoyle

Financial Advisor

561.910.2501

Brian Muehlenbeck

Brian Muehlenbeck

Vice President, Financial Advisor

(561) 910-2526

Gloria Rosen

Gloria Rosen

Financial Representative

(561) 910-2510

Will Sauers

Will Sauers

Financial Advisor

(561) 910-2472

Al Travasos

Al Travasos

Financial Representative

561.910.2511

Jason S. Watach

Jason S. Watach, CFP®

Financial Advisor

561.910.2521

Susan S. Weinblatt, CFP®,CDFA®

Susan S. Weinblatt, CFP®,CDFA®

Financial Advisor

561.910.2508

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.

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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.

Contact Us Today