West Palm Beach

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, Vice President

Danielle D. Wallace, Senior Associate & Senior Client Service Manager

Rogelio A. Duran, Associate Vice President & Relationship 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