525 Okeechobee Blvd.
West Palm Beach, FL 33401
PHONE NUMBER: 561.461.5150
FAX NUMBER: 844.238.1950
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Jonathan K. Kadish, CFP®, ChFC®, Managing Director & Senior Relationship Manager
WEALTH MANAGEMENT TEAM:
Brent Fykes, CFA, CFP®, Managing Director & Head of Growth Strategy
Karolina Bednarska, Vice President
Danielle D. Wallace, Senior Associate & Senior Client Service Manager
These professionals also serve clients from this location:
Bradley Fincher, Managing Director
Michael E. Mortell, CFP®, Managing Director & Senior Relationship Manager
J. Scot Tyson, Managing Director & Senior Relationship Manager
Bruce D. Katz, CFP®, Managing Director & Director of Strategic Alliances
Robert P. McNeill, CIC, Executive Vice President
Halsey O. Schreier, Senior Vice President & Senior Wealth Strategist
Kathleen A. Birmingham, Vice President & Relationship Manager
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