Barron\'s 03.16.2020

(やまだぃちぅ) #1

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




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



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



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





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



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



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



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



    1. Roy Borrego MerrillLynchWealthMgmt PuntaGorda ••••5,765 2.5 5





    1. Dominic Casanueva MerrillLynchWealthMgmt LakewoodRanch •••5,765 2 2.5





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





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





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





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





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





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





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





    1. Kevin Johnson Morgan Stanley PWM Naples •• 475 20 50



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

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



    1. William LaPato Merrill Lynch Wealth Mgmt Boca Raton ••• 62058





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





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





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





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





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



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



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





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



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



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





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





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





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





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



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

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



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





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





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





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





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



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



    1. Adam Meinrod Raymond James Jacksonville •••• 999 1.5 2.5





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



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



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





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





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



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

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

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



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





    1. Douglas Patton Stifel Pensacola ••• 444 2.8 4





    1. Stephen Ruvituso MerrillPrivateWealthMgmt Jupiter •• 903 15 30



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



    1. Miguel Viyella Wells Fargo Advisors Miami •••• 843 10 20





    1. Elbert Bledsoe MerrillLynchWealthMgmt Jacksonville ••• 974 7 10





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



Free download pdf