Barron\'s 03.16.2020

March 16, 2020 BARRON’S S23

2020 2019 Name Firm City (Up to $1 mil) ($1-10 mil) ($10 mil+) Foundations Endowments Institutional ($mil) ($mil) ($mil)

Individuals Net Worth Net Worth Assets Account Net Worth

High Ultrahigh Total Typical Typical

Rank

Customers

27. 
    
    
    
    32. Michael Shapiro Morgan Stanley Wealth Mgmt Boca Raton ••• 1,224 2.2 3
    
    
    
    


28. 5.N.C. Manish Mehta UBS Financial Services Orlando ••••1,124 3 5


29. 
    
    
    
    26. Randy Hallier Creative Planning - Cape Coral FL Cape Coral ••• 857 0.6 2.15
    
    
    
    


30. 
    
    
    
    14. Ghislain Gouraige UBS Financial Services Coral Gables ••••2,602 30 50
    
    
    
    


31. N Jose Cabrera Raymond James Coral Gables ••••4,026 5 10


32. 
    
    
    
    44. V. Raymond Ferrara ProVise Mgmt Group Clearwater •••• 1,511 0.6 2
    
    
    
    


33. 35.N.J. Lawrence Catena MerrillPrivateWealthMgmt Naples •• 735 25 50


34. 
    
    
    
    36. Roy Borrego MerrillLynchWealthMgmt PuntaGorda ••••5,765 2.5 5
    
    
    
    


35. 
    
    
    
    40. Dominic Casanueva MerrillLynchWealthMgmt LakewoodRanch •••5,765 2 2.5
    
    
    
    


36. 
    
    
    
    37. Steven Wagner OmniaFamilyWealth Aventura •• 1,946 30 50
    
    
    
    


37. 
    
    
    
    48. Aimee Cogan Morgan Stanley Wealth Mgmt Sarasota ••••• 1,066 10 20
    
    
    
    


38. 
    
    
    
    38. Michael Barron UBS Financial Services West Palm Beach ••••1,044 4 5
    
    
    
    


39. 
    
    
    
    59. Trevor Fried Morgan Stanley Wealth Mgmt Fort Lauderdale ••• 814 2 5
    
    
    
    


40. 
    
    
    
    33. Barry Rubin Merrill Lynch Wealth Mgmt Delray Beach ••• 1,215 4.6 8.5
    
    
    
    


41. 
    
    
    
    28. Thais Piotrowski Ameriprise Financial Boca Raton ••• 1,009 0.8 2
    
    
    
    


42. 
    
    
    
    34. Louise Armour J.P. Morgan Securities Palm Beach Gardens •••4,200 10 30
    
    
    
    


43. 
    
    
    
    56. Kevin Johnson Morgan Stanley PWM Naples •• 475 20 50
    
    
    
    


44. N Daryn Pingleton Merrill Lynch Wealth Mgmt West Palm Beach ••• 929 4 8


45. N Kurt Sylvia J.P. Morgan Securities Palm Beach Gardens •••• 740 10 20


46. 
    
    
    
    49. William LaPato Merrill Lynch Wealth Mgmt Boca Raton ••• 62058
    
    
    
    


47. 
    
    
    
    46. Scott Pinkerton Pinkerton, Harkins & Mehserle PW Venice •••••1,122 5.5 9.5
    
    
    
    


48. 
    
    
    
    58. Gregory Pollock MerrillLynchWealthMgmt Rockledge ••••1,898 4 5.5
    
    
    
    


49. 
    
    
    
    47. Matt Kilgroe UBS Financial Services St. Petersburg ••• 1,084 6 12
    
    
    
    


50. 
    
    
    
    62. Michelle Mayer MerrillPrivateWealthMgmt Naples ••• 928 20 50
    
    
    
    


51. 
    
    
    
    41. Adam Rosenfeld Merrill Lynch Wealth Mgmt Miami •• 777 30 100
    
    
    
    


52. N Stephen Curley WaterOak Advisors Winter Park ••• 2,114 12.5 15


53. 
    
    
    
    35. Lucas Haber Merrill Lynch Wealth Mgmt Daytona Beach ••• 558 1.5 3
    
    
    
    


54. 
    
    
    
    43. Gregory O’Hare Merrill Private Wealth Mgmt Palm Beach Gardens •• 704 15 30
    
    
    
    


55. N Scott Macaione WaterOak Advisors Winter Park ••• 2,114 3 6


56. 
    
    
    
    50. Rachel Barzilay Merrill Lynch Wealth Mgmt Boca Raton ••• 935 6 10
    
    
    
    


57. 
    
    
    
    53. David Abelson Morgan Stanley Wealth Mgmt Palm Harbor •••• 563 2.7 6
    
    
    
    


58. 
    
    
    
    51. Damion Carufe J.P. Morgan Securities Palm Beach Gardens ••• 930 7 15
    
    
    
    


59. 
    
    
    
    69. Mickey Silverman Raymond James Boca Raton ••• 2,100 5 10
    
    
    
    


60. 
    
    
    
    42. Michael Silver Baron Silver Stevens Financial Adv Boca Raton ••••• 650 1 4
    
    
    
    


61. 24.D.C. Neil Kishter Merrill Private Wealth Mgmt Boca Raton ••• 754 5 7.5


62. N Sergio Akselrad J.P. Morgan Securities Miami •• 1,775 20 50


63. 
    
    
    
    63. Nadine Miller Morgan Stanley Wealth Mgmt Miami ••• 735 1.6 6
    
    
    
    


64. 
    
    
    
    45. Steve McGovern Merrill Lynch Wealth Mgmt Stuart ••• 643 5 7.5
    
    
    
    


65. 
    
    
    
    55. Chris Leeper Raymond James Jacksonville •••1,020 1.5 2.5
    
    
    
    


66. 
    
    
    
    70. Keith Jacoby Wells Fargo Advisors Naples ••• 2,099 10 15
    
    
    
    


67. 
    
    
    
    57. Conrad Santiago Ameriprise Financial Orlando •• 1,451 0.5 1.5
    
    
    
    


68. N Chris Garvin UBS Financial Services Fort Lauderdale ••••• 849 5 12


69. 
    
    
    
    54. Adam Meinrod Raymond James Jacksonville •••• 999 1.5 2.5
    
    
    
    


70. 
    
    
    
    76. Thomas Ruggie Ruggie Wealth Mgmt Tavares ••••1,177 1.1 2.65
    
    
    
    


71. N George Perez GenTrust Miami •• 1,658 7.2 7.2


72. 
    
    
    
    77. Douglas Simon Alex. Brown|Raymond James Palm Beach ••••• 797 9 15
    
    
    
    


73. 
    
    
    
    61. Erick Ellsweig Merrill Lynch Wealth Mgmt West Palm Beach ••• 1,456 3.5 5
    
    
    
    


74. 
    
    
    
    66. Jeff Camarda Camarda Wealth Advisory Group Fleming Island ••• 238 1 5
    
    
    
    


75. N Jeremy Ruccio Merrill Lynch Wealth Mgmt Miami •• 739 25 100


76. N Philip Reagan J.P. Morgan Palm Beach •• 1,322 30 50


77. N Ralph Byer MerrillLynchWealthMgmt Plantation •••• 663 5.35 20


78. 
    
    
    
    81. Joel Manings Merrill Lynch Wealth Mgmt St. Petersburg •••• 610 1.3 2.25
    
    
    
    


79. 
    
    
    
    75. Douglas Patton Stifel Pensacola ••• 444 2.8 4
    
    
    
    


80. 
    
    
    
    65. Stephen Ruvituso MerrillPrivateWealthMgmt Jupiter •• 903 15 30
    
    
    
    


81. N Trent Leyda Morgan Stanley Wealth Mgmt Vero Beach •• 1,271 5 10


82. 
    
    
    
    68. Miguel Viyella Wells Fargo Advisors Miami •••• 843 10 20
    
    
    
    


83. 
    
    
    
    67. Elbert Bledsoe MerrillLynchWealthMgmt Jacksonville ••• 974 7 10
    
    
    
    


84. 
    
    
    
    64. Brian Shambo Merrill Lynch Wealth Mgmt Vero Beach ••• 940 4 7.5