Our Team
Find a Financial Advisor
- Damon Boyar
- Eric Parnell
- Evan Coffey
- Ivette McCartney
- Nick D'Alessandro
- Omar F. Cujar, CFP®, CPWA®
- Tess Vaughan
Omar F. Cujar, CFP®, CPWA®
Private Wealth Advisor & Investment Representative
561-989-0078
Mr. Cujar began his journey in the financial services industry in 2003. He served clientele as a Financial Advisor and Partner to a highly recognized team at Wachovia Securities in Palm Beach. In 2008, he was asked to join Merrill Lynch....
Damon Boyar
Wealth Management Advisor
With over 17 years as a wealth planner, I take a comprehensive approach to investment and wealth management. I position myself as being an advisor that takes care of each and every one of my client's financial needs, from portfolio...
Eric Parnell
Chief Market Strategist
Eric Parnell, CFA Chief Market Strategist My 25+ years of experience in finance and economics brings a unique perspective to my role as Chief Market Strategist. Over that time, I’ve worked as an academic researcher, educator, asset...
Ivette McCartney
Branch Operations Manager
Tess Vaughan
Specialist, Operations
Nick D'Alessandro
Senior Associate, Asset Management
Evan Coffey
Associate, Asset Management