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
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
2000 Pga Blvd Suite 4440, North Palm Beach, FL 33408
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
8927 Hypoluxo Road Suite A-5, Lake Worth, FL 33467
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
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
2601 10th Ave. North 1st Floor, Lake Worth, FL 33461
Comparing financial advisors can be tough. But you've got the knowledgeable WalletHub community on your side. Other consumers have a wealth of knowledge to share, and we encourage everyone to do so while respecting our content guidelines. Please keep in mind that editorial and user-generated content on this page is not reviewed or otherwise endorsed by any financial institution. In addition, it is not the financial institution's responsibility to ensure all posts and questions are answered.
Information on this page is provided 'as is' and solely for informational purposes, not for any other purpose or advice. In addition, this information does not originate from us and thus, we do not guarantee its accuracy.
Ad Disclosure: Certain professionals and companies that appear on this site are paying advertisers, and this will be noted on their profile page using the designation "Sponsored", where applicable. Advertising may impact how and where listings appear on this site (including, for example, the order in which they appear). At WalletHub we try to present a wide array of options, but our listings do not represent all companies or products.
Regardless of advertiser status, none of the information displayed on WalletHub constitutes a referral or endorsement by WalletHub of the respective company or professional, or vice versa. Furthermore, it is important to note that the inclusion of a company or professional on WalletHub does not necessarily indicate their involvement with the site or control over the information that we display. Information is displayed first and foremost for the benefit of consumers.
Editorial and user-generated content on this page is not provided, commissioned, reviewed, approved or otherwise endorsed by any third party company. In addition, it is not any company's responsibility to ensure all posts and/or questions are answered.
Your web browser (Internet Explorer) is out of date and no longer supported.
Please download one of these up-to-date, free and excellent browsers: