Broker Check

Team

Investment Services 

Eric Lyon

Eric Lyon

Sr. Managing Director, Investments/Branch Owner

561-237-2514

561-361-4150

J. Thomas Holly

J. Thomas Holly

Sr. Managing Director, Investments/Branch Owner

561-237-2513

561-361-4150

Thomas Johnson

Thomas Johnson

Senior Vice President, Investments

561-392-1784

561-361-4150

Kerry Hoffman

Kerry Hoffman

Senior Managing Director, Investments

561-569-8187

561-361-4150

Sean Caplen

Sean Caplen

Senior Vice President, Investments

561-569-8179

561-361-4150

Steven J. Maurer

Steven J. Maurer

Senior Managing Director

561-392-2918

561-361-4150

Matt Harris

Matt Harris

Managing Director, Investments

561-237-2501

561-361-4150

Justin Apakian

Justin Apakian

Senior Vice President, Investments

561-392-6899

561-361-4150

Eric Mendelsohn

Eric Mendelsohn

Senior Vice President, Investments

561-392-6676

561-361-4150

Troy Goldberg

Troy Goldberg

Senior Vice President, Investments

561-569-8176

561-361-4150

Gustavo Chaves

Gustavo Chaves

Sr. Investment Specialist

561-392-6490

561-361-4150

Jack Leniart

Jack Leniart

Financial Consultant

561-392-2551

561-361-4150

Scott Mersereau

Scott Mersereau

Sr. Vice President, Investments

561-569-8183

561-361-4150

Bill Braun

Bill Braun

Senior Vice President, Investments

561-715-2634

561-361-4150

Administrative

Abbey LeDoux

Abbey LeDoux

Senior Wealth Management Associate

561-392-1184

561-361-4150

Denise Schlosser

Client Service Associate

561-569-8175

561-361-4150

Jan Garcia

Jan Garcia

Client Service Associate

561-392-1011

561-361-4150

Jessica Leblanc

Jessica Leblanc

Senior Registered Client Service Associate

561-392-2468

561-361-4150

Sarah Boynton

Sarah Boynton

Senior Registered Client Service Associate

561-392-4169

561-361-4150

National Tax and Financial Services

Trusts, Estates and Asset Preservation*

Ryan S. Ratner, Esq.

Attorney

561-245-2285

Ryan@ryanratner.com

Ryan Ratner concentrates his practice in the areas of estate planning, probate and trust estate administration, estate and gift tax planning, guardianship matters, asset protection planning, Medicaid planning, and commercial and real...

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SHARI COHEN, P.A.

Estate Panning, Probate, Trust Administration

(561) 600-1250

shari@sharibcohenpa.com

Shari B. Cohen has been practicing law in South Florida since 1989 and has extensive experience in Estate Planning, Probate and Estate and Trust Administration and is an active member of the Real Property and Probate Section of the...

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