Broker Check

Team

Our Team

Eric Lyon

Eric Lyon

Registered Principal/ Branch Owner

561-237-2514

561-361-4150

J. Thomas Holly

J. Thomas Holly

Sr. Investment Specialist/Branch Owner

561-237-2513

561-361-4150

Thomas Johnson

Thomas Johnson

Sr. Financial Advisor

561-392-1784

561-361-4150

Sean Caplen

Sean Caplen

Investment Advisor Representative

561-569-8179

561-361-4150

Steven J. Maurer

Steven J. Maurer

OSJ Principal Branch Manager

561-392-2918

561-361-4150

Matt Harris

Matt Harris

Sr. Financial Advisor

561-237-2501

561-361-4150

Justin Apakian

Justin Apakian

Sr. Financial Advisor

561-392-6899

561-361-4150

Joseph Finnerty

Joseph Finnerty

Investment Advisory Representative

561-668-2819

561-361-4150

James P.  King

James P. King

Investment Advisory Representative View Bio

561-569-8182

561-361-4150

Nicholas Tarulli

Nicholas Tarulli

Investment Advisory Representative

561-774-8511

561-361-4150

Eric Mendelsohn

Eric Mendelsohn

Sr. Investment Specialist /Sr. Financial Consultant

561-392-6676

561-361-4150

Gustavo Chaves

Gustavo Chaves

Sr. Investment Specialist

561-392-6490

561-361-4150

Richard Deutsch

Richard Deutsch

Sr. Investment Executive

561-392-4375

561-361-4150

Judith B. Land

Judith B. Land

Sr. Investment Executive

561-237-2505

561-361-4150

Russell Herman

Russell Herman

Sr. Financial Advisor

561-237-2504

561-361-4150

Bill Braun

Bill Braun

Sr. Financial Advisor

561-715-2634

561-361-4150

John Dziubela

John Dziubela

Sr. Financial Advisor

561-392-3182

561-361-4150

Abbey LeDoux

Abbey LeDoux

Registered Client Associate

561-392-1184

561-361-4150

Jessica Leblanc

Jessica Leblanc

Registered Client Associate

561-392-2468

561-361-4150

Sarah Boynton

Sarah Boynton

Registered Client Associate

561-392-4169

561-361-4150

Jan Garcia

Jan Garcia

Receptionist Executive Assistant

561-392-1011

561-361-4150

National Tax and Financial Services

Trusts, Estates and Asset Preservation*

Ryan S. Ratner, Esq.

Attorney

561-245-2285

Ryan@ryanratner.com

Ryan Ratner concentrates his practice in the areas of estate planning, probate and trust estate administration, estate and gift tax planning, guardianship matters, asset protection planning, Medicaid planning, and commercial and real...
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