As an Oppenheimer Financial Professional I align each client’s unique goals, values, and needs with holistic planning and design of investment and insurance strategies. I use an in-depth discovery process... show more
Pompano Beach, FL
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Thomas Zur is licensed as a financial advisor and is based out of Miami, FL. Zur works for Morgan Stanley and has successfully completed the Series 7, 63, 65, and... show more
Specialties: Asset Management‚ Comprehensive Financial Planning
Gregory S Langsett is a financial advisor with Veritrust Financial, LLC, which primarily works with Individuals and High Net Worth Individuals. Gregory Langsett operates out of Coral Springs, FL.
Trevor Fried is licensed as a financial advisor and is based out of Fort Lauderdale, FL. Fried works for Morgan Stanley and has successfully completed the Series 7, 66, and... show more
Craig Leitzow Farlie is licensed as a financial advisor and is based out of Fort Lauderdale, FL. Farlie works for Bayshore Partners and has successfully completed the Series 7, 24,... show more
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
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
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
Gerald P Kessler is a financial advisor with Wells Fargo Advisors, LLC, which primarily works with Individuals and High Net Worth Individuals. Gerald Kessler operates out of Boca Raton, FL.