West Palm Beach
525 Okeechobee Blvd.
Suite 1630
West Palm Beach, FL 33401
PHONE NUMBER: 561.461.5150
FAX NUMBER: 844.238.1950
OFFICE HEAD:
Jonathan K. Kadish, CFP®, ChFC®, Managing Director & Senior Relationship Manager
WEALTH MANAGEMENT TEAM:
Local team:
Brent Fykes, CFA, CFP®, Managing Director & Head of Growth Strategy
Karolina Bednarska, CFP®, Vice President
Teresa Seidenberg, Associate Vice President
Danielle D. Wallace, Associate Vice President & Senior Client Service Manager
Rogelio A. Duran, Vice President & Relationship Manager
Gina Sabean, Managing Director & Private Banking Market Manager
Diane P. McNeal, National Practice Leader for Private Banking
These professionals also serve clients from this location:
Kathleen A. Birmingham, Senior Vice President & Relationship Manager
Bradley Fincher, Managing Director
Bruce D. Katz, CFP®, Managing Director & Director of Strategic Alliances
Robert P. McNeill, CIC, Executive Vice President
Michael E. Mortell, CFP®, Managing Director & Senior Relationship Manager
Halsey O. Schreier, Senior Vice President & Senior Wealth Strategist
J. Scot Tyson, Managing Director & Senior Relationship Manager