| Member Name | Company | Contact Info |
|---|---|---|
![]()
| Raymond James | 5619813613 |
|
Founder
| Analytics Coaching and Consulting | (561) 839-3122 |
|
| Kelley Kronenberg | 9542610616 |
![]() Senior Relationship Manager
| Socha Capital | 2818891455 |
|
Senior Vice President
| Morgan Stanley | 9547138444 |
![]() Wealth Advisor
| Morgan Stanley | 954-713-8414 |
|
| Tax Efficient Solutions, LLC | 4142351115 |
![]() Partner, Business Unit Leader
| ||
![]() Partner
| BakerHostetler | 9788776825 |
![]() Wealth Advisor
| Bernstein Private Wealth | 5618202172 |