Camelot Wealth Management Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Team photo for Camelot Wealth Management Partners
Team photo for Camelot Wealth Management Partners

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Advisors

Richard B Bernstein

CRPC™, CLTC®, APMA®

Private Wealth Advisor

Co-Founder of Camelot Wealth Management Partners
Visit Richard B Bernstein's website

Scott M Miller

CFP®, CLU®, APMA®, AAMS®

Private Wealth Advisor

Co-Founder of Camelot Wealth Management Partners
Visit Scott M Miller's website

Brandon Steig

APMA®

Financial Advisor

Visit Brandon Steig's website

Diana Monsalve

APMA®

Financial Advisor

Visit Diana Monsalve's website


Team

Anthony Rioles

Anthony Rioles

Client Concierge

Personal Intro

I studied International Business at the College of Charleston and relocated to Florida in 2023.I am fully licensed with my Series 66 and Series 7. I am also a licensed Health Insurance Broker, specializing in Medicare.In my free time, I enjoy traveling, spending time with family, and watching at least one Boston sports team's playoff run every year. I'm very excited to grow with this team here at Camelot.

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Cameron Miller

Cameron Miller

Client Concierge

Personal Intro

I joined Camelot Wealth Management Partners in January of 2024. I am still in college studying Business Management at Florida Atlantic University.In my free time, I love tuning into sport games- specifically basketball and football, working out, and playing basketball. In the future, I plan on becoming a Financial Advisor and I look forward to helping people meet their financial goals.

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Zachary Coey

Zachary Coey

Client Relationship Specialist,

Marketing Specialist

Personal Intro

I was born and raised in Boca Raton, Fl and currently reside in Lake Worth. At Camelot, I focus on client relationship building, marketing, social media, and event planning. Working here has allowed me to grow both professionally and personally.Outside of work, I enjoy watching hockey, weightlifting, animals, beach days, and spending time with friends and family.

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