Achieving your goals It starts with insightful advice
Syndie T. Levien, CFP®, CEPA®
First Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)
Senior Portfolio Manager
561-776-2549
800-843-5451
855-556-4362
3801 PGA Boulevard
Suite 1000
Palm Beach Gardens, FL 33410
In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.
As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.
My perspectives
Insights