Evershore’s team | Palm Beach Gardens

Our Palm Beach Gardens Team

Palm Beach Gardens Office

3300 PGA Boulevard Suite 900

Palm Beach Gardens, FL 33410

Phone: (561) 246-4900

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

Find a Palm Beach Gardens 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

Robert D. Barboni, CFP®

Managing Partner

Steven Zborowski

Senior Vice President, Wealth Management Advisor

(561) 910-2534

szborowski@evershore.com

Daniel J. Barboni

Vice President, Financial Advisor

(561) 246-4897

dbarboni@evershore.com

Tami Borland, CFP®

Paraplanner

Jay B. Fischer

Financial Advisor

(561) 799-3810

jay@legacyfsc.com

Monique Heinz

Financial Representative

(561) 910-2518

mheinz@evershore.com

Brian Muehlenbeck

Vice President, Financial Advisor

(561) 910-2526

bmuehlenbeck@evershore.com

Jessika Ochoa-Gengler

Financial Advisor

(561) 246-4896

jochoa@evershore.com

Brian Schwarz, CFP®

Financial Advisor

561.246.4888

bschwarz@evershore.com

Barbara Cortes

Executive Assistant to Bob Barboni & Office Administrator

Linda Ward

Office Administrator

Erika Hilliard

Director of New Business Operations

Cindy Jahn

Director of Compliance

Lis Patterson

Executive Assistant to Monique Heinz

Bryn Wilkins

Executive Assistant to Jay Fischer

Proven, High-Quality Services

Our suite of services supports solutions that focus on what’s best for her personal and financial well-being.

Explore Services

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.