Broker Check

Our Team

Aaron Cheesman

Aaron Cheesman, CRES

Vice President of Advisor Development

(850) 321-3790

(850) 894-4268

Andrea Diamantis Modica

Andrea Diamantis Modica, CRES

Vice President, Southern Region

(561) 714-4301

(850) 894-4268

Claudia Hall

Claudia Hall

Financial Advisor

(305) 424-2545

(850) 894-4268

Greg Sokolow

Greg Sokolow, CRES

Vice President & Senior Financial Advisor

(407) 890-0488

(850) 894-4268

Jennifer A. Williams

Jennifer A. Williams

Financial Representative

(850) 980-3013

(850) 894-4268

Minka Muka

Minka Muka

Financial Advisor

(941) 500-5924

(850) 894-4268

Peter Ream

Peter Ream

Financial Advisor

(561) 703-4941

(850) 894-4268

Sam Matteo

Sam Matteo

Financial Advisor

(850) 518-6523

(850) 894-4268

Sean Neary

Sean Neary, CRES

Financial Advisor

(904) 513-2487

(850) 894-4268

Shane Isaac

Shane Isaac, CRES

Vice President, Central Region

(813) 263-9107

(850) 894-4268

Tim Betts

Tim Betts

Financial Advisor

239-212-0868

850-894-4268

Zan Sattar

Zan Sattar

Financial Advisor

(850) 339-2087

(850) 894-4268

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