Camelot Wealth Management Partners

Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Advisors

Scott M Miller

Scott M Miller

Private Wealth Advisor

Co-Founder of Camelot Wealth Management Partners
Visit Scott M Miller's website
Richard B Bernstein

Richard B Bernstein

Private Wealth Advisor

Co-Founder of Camelot Wealth Management Partners
Visit Richard B Bernstein's website
Darren Forzese

Darren Forzese

Financial Advisor

Visit Darren Forzese's website
Charles Zitner

Charles Zitner

Financial Advisor

Visit Charles Zitner's website
Robert Hunt

Robert Hunt

Financial Advisor

Visit Robert Hunt's website
Fran Rubinstein

Fran Rubinstein

Financial Advisor

Senior Vice President
Visit Fran Rubinstein's website
Jeffrey Feldman

Jeffrey Feldman

Financial Advisor

Visit Jeffrey Feldman's website
Leonard Krenek

Leonard Krenek

Financial Advisor

Insurance Specialist
Visit Leonard Krenek's website
Louie Cavallo

Louie Cavallo

Financial Advisor

Visit Louie Cavallo's website

Team

Nadine Innocenzi-Coey

Nadine Innocenzi-Coey

Office Manager,

Operations Specialist

Roles & Responsibilities

  • With our Team since 2004. Manages all practice operations. Responsible for HR solutions, accounting, payroll, employee benefits & compliance requirements for all advisor licensing and certifications.
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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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Jordan Bernstein

Jordan Bernstein

Client Service Specialist

Kitti Kovacs

Kitti Kovacs

Client Service Coordinator