Member Name Company Contact Info

Phillip Proctor

Senior account executive

 

Transworld Business Advisors
5101 NW 21 Ave
Ft Lauderdale, FL 33309

9542340036
E-mail

Nischay Rawal, CPA, EA

Managing Partner

 

NR CPAs & Business Advisors
782 NW 42nd Avenue
Ste 534
Miami, FL 33126

3059781533
E-mail

Chris Roehm

Founder

 

Cash Balance Plan Partners
6278 N Federal Hwy #601
Fort Lauderdale, FL 33308

9542397344
E-mail

michael romagnolo

Financial Advisor/Executive Director

 

Morgan Stanley
350 east las olas blvd
ft lauderdale, FL 33301

9545997445
E-mail

Franck Saragossi

President

 

Build2Transfer
2151 W. Hillsboro Blvd.
Suite 206
Deerfield Beach, FL 33442

561-870-1098
E-mail

Natalie Schneider

Exit Planning Life Coach

 

Amazing Transition Coaching
3100 NE 48th St
Fort Lauderdale, FL

2124704200
E-mail

Michael B Schuster

Managing Director

 

Cross Keys Capital

561-866-6073
E-mail

Carlos Shteremberg, CFA

Financial Advisor

 

Morgan Stanley
220 Alhambra Circle, Floor 8
Coral Gables, FL 33134

7868483054
E-mail

Saul Simon

President

 

Simon Financial Group
FL 33496

561-869-6464
E-mail

Shaun Smith

Mr

 

Smith CPA's & Associates
1643 Victoria Pointe Cir
Weston, FL 33327

9546819204
E-mail