Lake Worth, FL
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Updating Financial Advisors
Townsend (“Tad”) Smith is a Vice Chairman with JP Morgan’s Private Bank. As a senior banker on the Institutional Wealth Management team, he provides sophisticated advice and institutional access for... show more
Specialties: Asset Management‚ Estate Planning‚ Tax Planning
Edgar Duran is a financial advisor with Primerica Advisors. Edgar Duran operates out of Lake Worth, FL.
Kenneth J Magaro is a financial advisor with State Farm Vp Management Corp. Kenneth Magaro operates out of Lake Worth, FL.
Mark D. Zarrilli is licensed as a financial advisor and is based out of Boca Raton, FL. Zarrilli works for Zeus Financial and has successfully completed the Series 3, 4,... show more
Syndie T Levien is a financial advisor with Morgan Stanley Smith Barney LLC, which primarily works with Individuals and High Net Worth Individuals. Syndie Levien operates out of North Palm... show more
William H Corley Jr is a financial advisor with 1st Discount Brokerage, Inc., which primarily works with Individuals and High Net Worth Individuals. William Corley operates out of Lake Worth,... show more
Alfred Bonardi is a financial advisor with Oppenheimer & Co. Inc., which primarily works with High Net Worth Individuals and Corporations, Investment Vehicles, or Other Businesses. Alfred Bonardi operates out... show more
Carlos M. Benitez is Senior Vice President, at Merrill Lynch, Pierce, Fenner & Smith Incorporated and is based out of Boca Raton, FL. Benitez has successfully completed the Series 3,... show more
Specialties: Asset Management‚ Comprehensive Financial Planning
David offers comprehensive, inter-generational wealth management services to cooperate executives, business owners, other professionals and their families. David advocates a holistic planning-based approach to finance and investments. He seeks to... show more
Specialties: Asset Management‚ Comprehensive Financial Planning
Claes A Clarke is a financial advisor with Chase Investment Services Corp., which primarily works with Individuals and Corporations, Investment Vehicles, or Other Businesses. Claes Clarke operates out of Lake... show more
