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West Palm Beach Branch
Branch Location And Profile
Robert McCabe
Senior Vice President
Branch Manager
Branch Manager
777 South Flagler Drive, East Tower
Suite 700
West Palm Beach, FL 33401
Suite 700
West Palm Beach, FL 33401
tel: 561-650-7500
toll free: 800-327-6322
fax: 561-659-5168
toll free: 800-327-6322
fax: 561-659-5168
hours:
M-F
8:30 - 5:00
Advisors
Rick M. Rhodes
CERTIFIED FINANCIAL PLANNER™
Lacie W. Stevens
Financial Advisor
Jim Zisson
Director - Wealth Management
Senior Investment Management Consultant
Senior Investment Management Consultant
Lawrence W. Gonnello
Second Vice President - Wealth Management
Resident Branch Manager
Resident Branch Manager
Thomas L. Altman
Senior Vice President - Wealth Management
Jeffrey A. Heun
Senior Vice President - Wealth Management
Investment Management Specialist/
Financial Advisor
Investment Management Specialist/
Financial Advisor
James O'Connor
Financial Advisor
James A. McKenzie
First Vice President - Wealth Management
Assistant Branch Manager
Financial Planning Specialist
Assistant Branch Manager
Financial Planning Specialist
Kevin P. Murphy
Second Vice President - Wealth Management
Financial Advisor
Financial Planning Specialist
Financial Advisor
Financial Planning Specialist
Vernon L. Jones
Portfolio Manager / Financial Advisor
Tom Trimble
Vice President - Wealth Management
Senior Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
Senior Investment Management Specialist/
Financial Advisor
Financial Planning Specialist
John P. Lipari
Second Vice President - Wealth Management
Senior Portfolio Manager
Senior Portfolio Manager
Patti Heidorn
Financial Advisor
Joel Lansat
Senior Vice President - Wealth Management
Senior Investment Management Consultant
Financial Planning Specialist
Director's Council
Senior Investment Management Consultant
Financial Planning Specialist
Director's Council
Jeremy Lansat
Vice President - Wealth Management
Senior Investment Management Consultant
Financial Planning Specialist
Senior Investment Management Consultant
Financial Planning Specialist
Richard P. Ribek
Second Vice President - Wealth Management
Financial Planning Specialist
Financial Planning Specialist
Joe Vidueira
Second Vice President - Wealth Management
Guided Portfolio Manager
Financial Advisor
Financial Planning Associate
Guided Portfolio Manager
Financial Advisor
Financial Planning Associate
Thomas Ennis
Vice President - Wealth Management
Portfolio Manager/Financial Advisor
Financial Planning Specialist
Portfolio Manager/Financial Advisor
Financial Planning Specialist
Rock A. Tate
First Vice President - Wealth Management
Senior Investment Management Consultant
Financial Planning Specialist
Senior Investment Management Consultant
Financial Planning Specialist
Robert P. Neuman
Financial Advisor
Jordan Funt
Financial Advisor
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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