Camelot Wealth Management Partners

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Scott M Miller

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

Richard B Bernstein

CRPC®, CLTC®, APMA®

Private Wealth Advisor

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

Darren Forzese

Financial Advisor

Visit Darren Forzese's website
Leonard Krenek

Leonard Krenek

Financial Advisor

Insurance Specialist
Visit Leonard Krenek's website
Jeffrey Feldman

Jeffrey Feldman

Financial Advisor

Visit Jeffrey Feldman's website
Florin Bucutea

Florin Bucutea

Financial Advisor

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Robert Hunt

Robert Hunt

CMFC®

Financial Advisor

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Louie Cavallo

Louie Cavallo

APMA®

Financial Advisor

Visit Louie Cavallo's website
Fran Rubinstein

Fran Rubinstein

Financial Advisor

Senior Vice President of Camelot Wealth Management Partners
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William E Ward III

William E Ward III

Financial Advisor

Visit William E Ward III's website
Jordan Bernstein

Jordan Bernstein

Financial Advisor

Investment Specialist
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Jay Horowitz

Jay Horowitz

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jay Horowitz's website

Team

Nadine Coey

Nadine Coey

Office Manager,

Operations Specialist
Erin Byington

Erin Byington

Operations Director

Lee Masucci

Lee Masucci

Administrative Assistant

Colby Bayer

Colby Bayer

Client Service Coordinator,

Marketing Specialist
Diana Monsalve

Diana Monsalve

Client Service Coordinator

Robert Love

Robert Love

Investment Specialist

Dante Broggi

Dante Broggi

Client Service Specialist

Brian Henry

Brian Henry

Client Service Specialist

Joshua Adams

Joshua Adams

Client Service Specialist

Adam Collins

Adam Collins

Client Service Specialist