777 South Flagler Drive, Suite 800W
West Palm Beach, FL 33401
PHONE NUMBER: 561 515-6043
FAX NUMBER: 844 238-1950
Jonathan K. Kadish, CFP®, ChFC® Managing Director
Wealth Management Team:
Brent Fykes, CFA, CFP®, Head of Growth Strategy
Bruce D. Katz, CFP®, Director of Strategic Alliances
Robert P. McNeill, CIC, Executive Vice President
Bradley Fincher, Managing Director
Halsey O. Schreier, Senior Vice President
Karolina Bednarska, Vice President
Kathleen A. Birmingham, Vice President
Nicole Stelzer, Vice President
Danielle D. Wallace, Senior Associate
Kadish, CFP®, ChFC®
Managing Director and
Fykes, CFA, CFP®
Head of Growth Strategy
Director of Strategic Alliances
Executive Vice President
Business Development Officer
Senior Vice President
Senior Wealth Strategist
Associate Relationship Manager
Senior Client Service Manager
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