West Palm Beach

525 Okeechobee Blvd.
Suite 1630
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 



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