Camelot Wealth Management Partners

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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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 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 Florin Bucutea

Florin Bucutea

Financial Advisor

Visit Florin Bucutea'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 Bob Love

Bob Love

CLU®, RFC®

Financial Advisor

Visit Bob Love'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 Specialist
Erin Byington

Erin Byington

Operations Director

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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Colby Bayer

Colby Bayer

Client Service Manager,

Marketing Specialist
Lee Masucci

Lee Masucci

Administrative Assistant

Diana Monsalve

Diana Monsalve

Financial Planning Specialist

Zachary Coey

Zachary Coey

Business Development Specialist,

Marketing Specialist