Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Mario Ponczek

Senior Vice President - Wealth Management
Financial Advisor
Senior Portfolio Manager
305-692-5182

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Registered States:
AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WI

Douglas Scott Ponczek, CFP®

First Vice President - Wealth Management
Financial Advisor
305-692-5183

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Registered States:
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, VT, WI

Colleen Frances Tuscano-Reyes

Client Service Associate
305-692-5185

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Michelle Katherine Ontivero

Client Service Associate
305-692-5184

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