Specialty   |
Business Name |
Name | Phone Number(s) | Website | Picture |
|---|---|---|---|---|---|
| Wealth Management | Oppenheimer & Co. Inc. | Magnus Virgin | 954-757-5887 | www.fa.opco.com/VHprivateclientgroup/ |  |
| Our primary role as Oppenheimer & Co. Inc. Financial Advisors is to build a professional relationship with you by listening to your concerns and crafting investment strategies and wealth management designed to help you work towards achieving your financial goals. This strategy, adapted to your personal situation, will evolve over time, as your life evolves and the financial markets change. In creating this strategy, we draw upon the resources of an investment boutique with a tradition dating from the early nineteenth century. At the heart of that tradition and of our own business are integrity, hard work and personal service. | |||||
| Financial Planning | Merrill Lynch | Scott Karlen | 954-755-6594 | www.fa.ml.com/skk |  |
| Scott is a Vice President and has been with Merrill Lynch since 1992. Scott is a Registered Investment Advisor, Certified Financial Manager, and in 2003 achieved the professional designation of Chartered Retirement Planning Counselor from the College for Financial Planning. He specializes in Financial Planning, Estate-Planning, Retirement Planning, and Strategic Asset Allocation for high net worth families and small and mid-size corporations. | |||||
| Email: scott_karlen@ml.com | |||||
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