Events

As co-founder and managing director of Provenance Wealth Advisors (PWA), Eric Zeitlin has developed an exceptional process of integrating holistic financial planning solutions through a teamwork approach. His extensive knowledge

As Director of Business Development for LSIA Wealth, Craig Schneider helps individuals and families build and protect their wealth. By combining his 28 years of experience in the financial industry

For more than 30 years, Scott Montgomery has been advising ultra-affluent families, industry leaders and entrepreneurs on all aspects of wealth management, including estate planning, asset allocation, business succession and

Matthew J. Dernis is a Certified Financial Planner who is passionate about helping executives and business owners with a meaningful and efficient approach to pursue their financial goals. In addition,

Julio Roque is a senior-level bank executive who leverages over 34 years of experience in financial planning, investment management, custom lending and banking background to lead a dedicated team of

Eric S. Glasband feels there is nothing better than the satisfaction of building long-term relationships with clients and helping them achieve their financial goals through customized investment strategies and personalized

Danny Castro is the office managing partner for BDO’s Miami and Fort Lauderdale Tax practices leading over 190 professionals. His wife, father and brother are all CPAs and he is

Daniel R. Sheehan is a co-founder of Professional Bank, serving as a director since its inception in 2008, subsequently becoming its Chairman of the Board in 2013, CEO in 2019,

The latest installment of SWBW‘s Virtual Connect Series featured an engaging panel discussion on how constantly evolving transportation trends will impact local business today and into the future and how

Marianela Collado is the CEO and a co-owner of Tobias Financial Advisors, an independent registered investment advisor in Plantation, whose vision is to inspire, educate and prepare clients so they

Gene Sulzberger is a Miami native and attorney with more than 25 years of experience in financial services and wealth planning. He is a graduate of the Wharton School of

Already a national historic landmark, The Biltmore Hotel in Coral Gables can also claim to be among the best golf destinations in Florida after Golf Digest chose the property as