Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Boca Raton

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Chad Slaughter

Chad Slaughter

Sr. Director

Emma Jones

Emma Jones, CFP®, AFC®

Wealth Advisor

Jacksonville, Boca Raton, Naples, Orlando, Sarasota, Tampa

Ryan Frankel, CFP®

Sr. Wealth Advisor

Sarasota, Boca Raton, Tampa, Naples

Stephen N. Cheifetz

Stephen Cheifetz, CFP®, CPA

Sr. Wealth Advisor

Ted Panagiotopoulos Image

Ted Panagiotopoulos

Regional Vice President

Boca Raton, Jacksonville

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