image of Howard Smith

Howard A. Smith, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

561-691-5309
Email |
image of Valerie Ramo

Valerie Ramo, CPA*

Vice President - Financial Advisor

954-766-7181
Email |
image of Jessica Fattori

Jessica Fattori

Senior Registered Client Associate

561-691-5327

Sue Zaccaria

Senior Investment Associate

954-766-7203
Email |

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Strategist


advisor

Trust Consultant


advisor

Wealth Management Consultant


advisor

Wealth Management Banker


advisor

Senior Vice President, Director of Portfolio Advisory Group


Let's start the conversation

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