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

