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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Our advisors

Richard B Bernstein

CRPC™, CLTC®, APMA™

Private Wealth Advisor

Co-Founder of Camelot Wealth Management Partners
Learn more about Richard B Bernstein Visit Richard B Bernstein's website

Scott M Miller

CFP®, CLU®, APMA™, AAMS™

Private Wealth Advisor

Co-Founder of Camelot Wealth Management Partners
Learn more about Scott M Miller Visit Scott M Miller's website

Darren Forzese

APMA™

Financial Advisor

Learn more about Darren Forzese Visit Darren Forzese's website

Charles Zitner

Financial Advisor

Learn more about Charles Zitner Visit Charles Zitner's website

Leonard Krenek

Financial Advisor

Insurance Specialist
Learn more about Leonard Krenek Visit Leonard Krenek's website

Jeffrey Feldman

Financial Advisor

Learn more about Jeffrey Feldman Visit Jeffrey Feldman's website

Bob Love

CLU®

Financial Advisor

Learn more about Bob Love Visit Bob Love's website

Brandon Steig

APMA™

Financial Advisor

Learn more about Brandon Steig Visit Brandon Steig's website

Diana Monsalve

APMA™

Financial Advisor

Learn more about Diana Monsalve Visit Diana Monsalve's website

Evan L. Wolk

APMA™, CRPC™

Financial Advisor

Learn more about Evan L. Wolk Visit Evan L. Wolk's website

Florin Bucutea

Financial Advisor

Learn more about Florin Bucutea Visit Florin Bucutea's website

Jeffrey Greenwald

APMA™

Financial Advisor

Managing Director of Camelot Wealth Management Partners
Learn more about Jeffrey Greenwald Visit Jeffrey Greenwald's website

Jordan Bernstein

CFP®, APMA™

Financial Advisor

Investment Specialist
Learn more about Jordan Bernstein Visit Jordan Bernstein's website

Louis Cavallo

APMA™

Financial Advisor

Learn more about Louis Cavallo Visit Louis Cavallo's website

Michael J Parenti

Financial Advisor

Learn more about Michael J Parenti Visit Michael J Parenti's website

William E Ward III

Financial Advisor

Learn more about William E Ward III Visit William E Ward III's website


Our team

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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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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Colby Bayer

Colby Bayer

Client Relationship Manager,

Marketing Manager

Personal Intro

With a degree in Communications & Sociology, I've built my career around what I do best - connecting with people and making things happen. I'm passionate about creating seamless experiences, building lasting relationships and bringing energy and heart to everything I do. I live with my boyfriend, our dog Chanel, and our cat Snooki. Outside of work, I love traveling, exercise, reading, and spending time with my friends.

Qualifications

  • Bachelors: Magna Cum Laude in Communications and Sociology
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Zachary Coey

Zachary Coey

Client Concierge,

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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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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Anthony Rioles

Anthony Rioles

Client Concierge

Personal Intro

I studied International Business at the College of Charleston and relocated to Florida in 2023.I am fully licensed with my Series 66 and Series 7. I am also a licensed Health Insurance Broker, specializing in Medicare.In my free time, I enjoy traveling, spending time with family, and watching at least one Boston sports team's playoff run every year. I'm very excited to grow with this team here at Camelot.

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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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