Page 59 - Forbes - USA (December 2019)
P. 59

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           LOUIS CHIAVACCI                    PETER BERMONT                      SCOTT BARKOW                       JONATHAN COHEN
           Merrill Private Wealth Management  The Bermont Advisory Group of Raymond James  Barkow Wealth Management Group of Raymond James Raymond James & Associates
           (305)-774-0501 | Coral Gables, FL  (305)–446–6600 | Coral Gables, FL  (305)-461-6610 | Coral Gables, FL  (561)-904-7950 | Jupiter, FL
           louis_chiavacci@ml.com             peter.bermont@raymondjames.com     scott.barkow@raymondjames.com      jon.cohen@raymondjames.com
















           CHRISTIAN HABITZ                   ANDREW SCHULTZ                     THOMAS MORAN                       LARRY LEPPO
           JP Morgan Securities               Morgan Stanley Wealth Management   Moran Wealth Management            Wells Fargo Advisors
           (305)-347-5854 | Miami, FL         (305)-695-6116 | Miami Beach, FL   (239)-920-4440 | Naples, FL        (239)-254-2240 | Naples, FL
           christian.habitz@jpmorgan.com      andrew.schultz@morganstanleypwm.com  thomas.moran@moranwm.com         larry.leppo@wfadvisors.com
















           TREY MAHONEY                       LOUISE ARMOUR                      SAL TIANO                          TODD BATTAGLIA
           UBS Financial Services             JP Morgan Securities               JP Morgan Securities               MG&A Wealth
           (561)-776-2552 | Palm Beach Gardens, FL  (212)-272-6604 | Palm Beach Gardens, FL  (561)-694-5600 | Palm Beach Gardens, FL  (954)-289-9000 | Plantation, FL
           trey.mahoney@ubs.com               louise.armour@jpmorgan.com         sal.tiano@jpmorgan.com             todd@mgawealth.com
















           SCOTT WOODS                        ROBERT DOYLE                       CASSANDRA SMALLEY                  MICHAEL VALDES
           Baird                              Doyle Wealth Management            Doyle Wealth Management            Merrill Private Wealth Management
           (941)-364-4547 | Sarasota, FL      (727)-898-3063 | St. Petersburg, FL  (727)-898-3063 | St. Petersburg, FL  (813)-273-8544 | Tampa, FL
           swoods@rwbaird.com                 bdoyle@doylewealth.com             csmalley@doylewealth.com           michael_valdes@ml.com
















           CLARKE LEMONS                      JAMES HANSBERGER                   ARAYA MESFIN                       ROD WESTMORELAND
           WaterOak Advisors                  Morgan Stanley Private Wealth Management  UBS Financial Services      Merrill Private Wealth Management
           (407)-567-2956 | Winter Park, FL   (404)-264-4269 | Atlanta, GA       (404)-760-3204 | Atlanta, GA       (404)-264-2066 | Atlanta, GA

           forbes@wateroak.com                james.c.hansberger@morganstanleypwm.com  araya.mesfin@ubs.com          rod_westmoreland@ml.com
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