Diamond Private Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Bill Penland Jr, Private Wealth Advisor serving the Weston, FL area - Ameriprise Advisors

Bill Penland Jr

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bill Penland Jr's website
Sheri Hoble, Financial Advisor serving the Weston, FL area - Ameriprise Advisors

Sheri Hoble

CFP®, CPA

Financial Advisor

Visit Sheri Hoble's website

Team

Beth Herrmann

Beth Herrmann

Operations Director

Roles & Responsibilities

  • Supporting Bill with Compliance matters
  • Training of new staff
  • Handling basic client transaction requests (i.e.: money movement requests)
  • Supporting new account opening paperwork, and changes to existing accounts
  • Collecting and updating all client data for Financial Plans
  • Handling all basic office operations, including dealing with contractors, service providers, real estate/office needs, and office systems
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Virginia Gonzalez

Virginia Gonzalez

Client Relationship Manager,

Office Manager

Roles & Responsibilities

  • Client Appointment Scheduling
  • Handling basic client transaction requests (i.e.: money movement requests)
  • Client Meeting Document Preparation and Follow up Correspondence
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Ginger Cardona

Ginger Cardona

Assistant

Roles & Responsibilities

  • Providing support to our Financial Advisor, Sheri
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