Camelot Wealth Management Partners

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Camelot Wealth Management Partners: An Ameriprise advisory practice serving the Boca Raton, FL area.
Camelot Wealth Management Partners: An Ameriprise advisory practice serving the Boca Raton, FL area.

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Advisors

Scott M Miller, Private Wealth Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Scott M Miller

CFP®, CLU®, APMA, AAMS

Private Wealth Advisor

Co-Founder of Camelot Wealth Management Partners
Visit Scott M Miller's website
Richard B Bernstein, Private Wealth Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Richard B Bernstein

CRPC, APMA

Private Wealth Advisor

Co-Founder of Camelot Wealth Management Partners
Visit Richard B Bernstein's website
Darren Forzese, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Darren Forzese

Financial Advisor

Visit Darren Forzese's website
Louis Cavallo, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Louis Cavallo

Financial Advisor

Visit Louis Cavallo's website
Jordan Bernstein, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Jordan Bernstein

APMA

Financial Advisor

Investment Specialist
Visit Jordan Bernstein's website
Jeffrey Feldman, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Jeffrey Feldman

Financial Advisor

Visit Jeffrey Feldman's website
Jeffrey Greenwald, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Jeffrey Greenwald

Financial Advisor

Managing Director of Camelot Wealth Management Partners
Visit Jeffrey Greenwald's website
Jay Horowitz, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Jay Horowitz

CFP®, CRPC

Financial Advisor

Senior Vice President of Camelot Wealth Management Partners
Visit Jay Horowitz's website
William E Ward III, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

William E Ward III

Financial Advisor

Visit William E Ward III's website
Florin Bucutea, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Florin Bucutea

Financial Advisor

Visit Florin Bucutea's website
Charles Zitner, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Charles Zitner

Financial Advisor

Visit Charles Zitner's website
Leonard Krenek, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Leonard Krenek

Financial Advisor

Insurance Specialist
Visit Leonard Krenek's website
Michael J Parenti, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Michael J Parenti

Financial Advisor

Visit Michael J Parenti's website
Robert Hunt, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Robert Hunt

Financial Advisor

Visit Robert Hunt's website
Brandon Steig, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Brandon Steig

APMA

Financial Advisor

Visit Brandon Steig's website


Team

Erin Byington

Erin Byington

Operations Director

Personal Intro

With our team since 2018. She enjoys the beach, photography, music, and spending time with her family.

Qualifications

  • Bachelors Degree - Boston College

Roles & Responsibilities

  • Ensure timely advisor-client service meetings and operate time management systems. Responsible for planning all networking, appreciation, and community outreach events.
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Nadine Coey

Nadine Coey

Office Manager,

Operations Specialist

Personal Intro

With our Team since 2004. Nadine enjoys going to the gym, big family dinners and her three dogs Spike, Jake and Oliver. Her dream is to one day volunteer at an Animal Shelter and to travel around the United States.

Roles & Responsibilities

  • Manages office and practice operations. Responsible for HR solutions, accounting, payroll and employee benefits and compliance requirements for all advisor licensing and certifications.
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Colby Bayer

Colby Bayer

Client Service Manager,

Marketing Specialist

Qualifications

  • Bachelors: Magna Cum Laude in Communications and Sociology
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Diana Monsalve

Diana Monsalve

Financial Planning Assistant

Lee Masucci

Lee Masucci

Administrative Assistant

Zachary Coey

Zachary Coey

Business Development Specialist,

Marketing Specialist