Florida East Coast Office

Our Florida East Coast Advisors

Santo Montalbano   <sup>CRPC®, APMA®</sup>

Santo Montalbano ^{CRPC®, APMA®}

Managing Partner

Brian Groh <span id="_mce_caret" data-mce-bogus="true"><sup>AIF®, AAMS®, CRPS®</sup></span>

Brian Groh ^{AIF®, AAMS®, CRPS®}

Senior Wealth Advisor

Daniel Maclean <span id="_mce_caret" data-mce-bogus="true"><sup>CFP®</sup></span>

Daniel Maclean ^CFP®

Senior Wealth Advisor

Alejandro Lofaso

Alejandro Lofaso

Senior Wealth Advisor

Our Florida East Coast Support staff

Liz Leeseberg

Liz Leeseberg

Director of Client Services

Alexandra Groh <sup>M.S., CFP®</sup>

Alexandra Groh ^{M.S., CFP®}

Senior Client Service Specialist

Veronica Vazquez

Veronica Vazquez

Client Service Coordinator

Satellite Beach, Florida Office

1275 S Patrick Drive,

Satellite Beach, FL

32937

(321)777-7447

West Palm Beach, Florida Office

5652 Corporate Way,

West Palm Beach, FL

33407

(561)689-6775