Camelot Wealth Management Partners

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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

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Advisors

Advisor photo for 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
Advisor photo for 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
Advisor photo for Darren Forzese

Darren Forzese

APMA®

Financial Advisor

Visit Darren Forzese's website
Advisor photo for Jeffrey Feldman

Jeffrey Feldman

Financial Advisor

Visit Jeffrey Feldman's website
Advisor photo for Charles Zitner

Charles Zitner

Financial Advisor

Visit Charles Zitner's website
Advisor photo for Kathy E. Schneider

Kathy E. Schneider

CFP®, CDFA®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Kathy E. Schneider's website
Advisor photo for Jeffrey Greenwald

Jeffrey Greenwald

APMA®

Financial Advisor

Managing Director of Camelot Wealth Management Partners
Visit Jeffrey Greenwald's website
Advisor photo for Leonard Krenek

Leonard Krenek

Financial Advisor

Insurance Specialist
Visit Leonard Krenek's website
Advisor photo for Louis Cavallo

Louis Cavallo

CFP®, APMA®

Financial Advisor

Visit Louis Cavallo's website
Advisor photo for Brandon Steig

Brandon Steig

APMA®

Financial Advisor

Visit Brandon Steig's website
Advisor photo for Jordan Bernstein

Jordan Bernstein

CFP®, APMA®

Financial Advisor

Investment Specialist
Visit Jordan Bernstein's website
Advisor photo for Michael J Parenti

Michael J Parenti

MS, APMA®

Financial Advisor

Visit Michael J Parenti's website
Advisor photo for William E Ward III

William E Ward III

Financial Advisor

Visit William E Ward III's website
Advisor photo for Anthony Rioles

Anthony Rioles

Financial Advisor

Financial Planning Specialist
Visit Anthony Rioles's website


Team

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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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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Lee Masucci

Lee Masucci

Client Concierge

Personal Intro

I am originally from New York and relocated to South Florida 4 years ago. I've been fortunate to work with Camelot since my relocation and have enjoyed growing into my role. I have 27 years of administrative experience as well as 15 years of mortgage processing and underwriting experience.Outside of work, I enjoy the beach, time with family and friends, exploring new places, and seeing all that Florida has to offer.

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Nadine Coey

Nadine Coey

Office Manager,

Operations Manager

Personal Intro

I am originally from New Jersey but have lived in Florida for over 35 years. I have 40 years of experience in the administrative field.

I enjoy going to the gym, big family gathering with my children, grandchildren, and friends. My husband and I have a vacation home in Tennesse, which was a dream of ours. We love spending time there just relaxing and enjoying life with our three dogs: Jake, Oliver, and Spike.

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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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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