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.


close

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

View Larger


Advisors

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 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 Darren Forzese

Darren Forzese

Financial Advisor

Visit Darren Forzese's website
Advisor photo for Charles Zitner

Charles Zitner

Financial Advisor

Visit Charles Zitner's website
Advisor photo for Leonard Krenek

Leonard Krenek

Financial Advisor

Insurance Specialist
Visit Leonard Krenek's website
Advisor photo for Jeffrey Feldman

Jeffrey Feldman

Financial Advisor

Visit Jeffrey Feldman's website
Advisor photo for Louis Cavallo

Louis Cavallo

APMA

Financial Advisor

Visit Louis Cavallo'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 Jordan Bernstein

Jordan Bernstein

APMA

Financial Advisor

Investment Specialist
Visit Jordan Bernstein's website
Advisor photo for Jay Horowitz

Jay Horowitz

CFP®, CRPC

Financial Advisor

Senior Vice President of Camelot Wealth Management Partners
Visit Jay Horowitz'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 Michael J Parenti

Michael J Parenti

Financial Advisor

Visit Michael J Parenti's website
Advisor photo for Brandon Steig

Brandon Steig

APMA

Financial Advisor

Visit Brandon Steig's website


Team

Nadine Coey

Nadine Coey

Office Manager,

Operations Manager

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.
View more
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.
View more
Colby Bayer

Colby Bayer

Client Service Coordinator,

Marketing Specialist
Lee Masucci

Lee Masucci

Administrative Assistant

Diana Monsalve

Diana Monsalve

Financial Planning Specialist

Zachary Coey

Zachary Coey

Business Development Specialist,

Marketing Specialist