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.


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

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Advisors

Scott M Miller

CFP®, CLU®, APMA, AAMS

Private Wealth Advisor

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

Richard B Bernstein

CRPC, CLTC®, APMA

Private Wealth Advisor

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

Darren Forzese

APMA

Financial Advisor

Visit Darren Forzese's website

Charles Zitner

Financial Advisor

Visit Charles Zitner's website

Leonard Krenek

Financial Advisor

Insurance Specialist
Visit Leonard Krenek's website

Jeffrey Feldman

Financial Advisor

Visit Jeffrey Feldman's website

Florin Bucutea

Financial Advisor

Visit Florin Bucutea's website

Louis Cavallo

APMA

Financial Advisor

Visit Louis Cavallo's website

Jordan Bernstein

CFP®, APMA

Financial Advisor

Investment Specialist
Visit Jordan Bernstein's website

Jay Horowitz

CFP®, CRPC

Financial Advisor

Senior Vice President of Camelot Wealth Management Partners
Visit Jay Horowitz's website

Jeffrey Greenwald

APMA

Financial Advisor

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

Michael J Parenti

Financial Advisor

Visit Michael J Parenti's website

Bob Love

CLU®, RFC®

Financial Advisor

Visit Bob Love's website

Brandon Steig

APMA

Financial Advisor

Visit Brandon Steig's website

Diana Monsalve

Financial Advisor

Visit Diana Monsalve's website


Team

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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Lee Masucci

Lee Masucci

Administrative Assistant

Anthony Rioles

Anthony Rioles

Financial Planning Specialist

Cameron Miller

Cameron Miller

Financial Planning Assistant,

Intern
Colby Bayer

Colby Bayer

Client Service Manager,

Marketing Specialist

Qualifications

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

Zachary Coey

Business Development Specialist,

Marketing Specialist