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