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West Palm Beach

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525 Okeechobee Blvd.
Suite 1630
West Palm Beach, FL 33401

PHONE NUMBER: 561.461.5150

FAX NUMBER: 844.238.1950

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Team West Palm Beach Employees List

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

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

Rogelio A. Duran, Vice President & Relationship Manager 

 

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