David Klein

David Klein, PhD

Senior Vice President - Financial Advisor, Consulting Group

847-215-5326
Email |
image of Marilyn Black

Marilyn Black

First Vice President - Financial Advisor

239-649-2134
Email | | |

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

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 Management Consultant


advisor

Wealth Strategist


advisor

Trust Consultant


advisor

Wealth Management Banker