Our goal is to understand what matters to you, meet or exceed your expectations and make a meaningful difference in your life.

Robert A. Nicotra, CFP®, CRPC®

Director — Wealth Management

Senior Wealth Advisor

Boca Raton, FL

See Profile  for Robert A. Nicotra

Nycole Sones

Assistant Vice President – Wealth Management

Senior Wealth Advisor

Boca Raton, FL

See Profile  for Nycole Sones

Svetlana Amadeo

Svetlana Amadeo

Client Service Associate

Boca Raton, FL

Victor Rojas

Victor Rojas

Client Service Associate

Boca Raton, FL

Rose Vinti

Rose Vinti

Client Service Associate

Boca Raton, FL