Camelot Wealth Management Partners

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


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
Charles Zitner

Charles Zitner

Financial Advisor

Visit Charles Zitner'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

Visit Florin Bucutea's website
Robert Hunt

Robert Hunt

CMFC®

Financial Advisor

Visit Robert Hunt's website
Louie Cavallo

Louie Cavallo

APMA®

Financial Advisor

Visit Louie Cavallo's website
Fran Rubinstein

Fran Rubinstein

MBA

Financial Advisor

Senior Vice President of Camelot Wealth Management Partners
Visit Fran Rubinstein's website
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
Visit Jordan Bernstein's website
Jay Horowitz

Jay Horowitz

CFP®, CRPC®

Financial Advisor

Senior Vice President of Camelot Wealth Management Partners
Visit Jay Horowitz's website

Team

Nadine Innocenzi-Coey

Nadine Innocenzi-Coey

Office Manager,

Operations Specialist

Qualifications

  • Has been with Amerirprise since 2004
  • Resides in Boca Raton, is married and has four children
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Erin Byington

Erin Byington

Operations Director

Lee Masucci

Lee Masucci

Administrative Assistant

Colby Bayer

Colby Bayer

Client Service Coordinator,

Marketing Specialist
Diane Monsalve

Diane Monsalve

Client Service Coordinator

Roles & Responsibilities

  • Responsible for coordinating ongoing client contact including scheduling meetings and planning events. Support with marketing and events.
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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