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Anthony Allen Anderson
Senior Partner
(561) 223-8638 ext. 225
Karl Lacey
Senior Partner
(561) 331-2957 ext. 229
David Stephens
Senior Account Executive
(561) 260-5775 ext. 227
Agnes Viacrucis
Accounting Services
(800) 474-9159
David Honor
IRA Services
(561) 234-4713 ext. 220
Danielle Anderson
IRA Processing
(561) 234-4686 ext. 305
Pia Anderson
Senior Relationship Manager
(800) 474-9159
James Lefebvre
Senior Account Executive
(561) 328-4159 ext. 228
Michael Drake
Sr. Account Specialist
(561) 331-5729 ext. 230
Bob Matias
Sr. Account Specialist
(561) 234-4073 ext. 244
Maurice DiMino
Sr. Account Specialist
(561) 379-1846 ext. 304
Braedon Young
Sr. Account Liaison
(561) 234-4341 ext. 226
Geniva Myricks
Sr. Account Liaison
(561) 275-5424 ext. 243
Richard Davis
Sr. Account Liaison
(561) 408-4879 ext. 234
Jesse Serrano
Sr. Account Liaison
(561) 328-4114 ext. 302
David Mowry
Sr. Account Liaison
(561) 246-6574 ext. 112
Sam Alas
Account Specialist
(561) 379-1072 ext. 366
Alex Matias
Account Specialist
(561) 223-8659 ext. 306
Jerry Lacio
Account Specialist
(561) 318-0034 ext. 361
Jon Wise
Account Specialist
(561) 331-0508 ext. 365
Larry Wilson
Client Care Coordinator
(561) 334-4534 ext. 301
Ken Curry
Client Care Coordinator
(561) 331-3276 ext. 308
Emily Rios
Client Care Coordinator
(561) 260-5956 ext. 312
