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Boca Raton WEALTH MANAGEMENT
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Name
City
HighTower Boca Raton
_
150 E. Palmetto Park Road, Suite 110
Boca Raton
,
FL
33432
(561) 409-1111
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Comerica Bank
_
1675 N. Military Trail, Suites 100 and 600
Boca Raton
,
FL
33486
David Kunik
(561) 961-6600
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First Republic Bank
_
241 Royal Palm Way
Palm Beach
,
FL
33480
Todd C. Orlando
(561) 531-0553
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Stoever Glass Wealth Management
_
225 NE Mizner Boulevard, Suite 250
Boca Raton
,
FL
33432
(561) 229-0770
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LPL Financial | Private Wealth
_
370 West Camino Gardens Blvd, Suite 101
Boca Raton
,
FL
33433
(561) 702-6564
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Morgan Stanley / Mark Walz
_
595 S. Federal Highway, Suite 400
Boca Raton
,
FL
33432
(561) 393-2082
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LSIA Wealth & Institutional
_
1200 N. Federal Highway, Suite 200
Boca Raton
,
FL
33432
(561) 210-8574
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BB&T Scott & Stringfellow
_
5200 Town Center Circle, Suite 100
Boca Raton
,
FL
33486
(561) 650-1544
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Richman Capital Management
_
5550 Glades Road, Suite 500
Boca Raton
,
FL
33431
Craig Richman, CLU®, ChFC®, AIFA®, CDFA®
(561) 368-6400
Guiding smart and capable women to understand what inspires and motivates them and to provide a safe place while listening with empathy and understanding. By learning what women value most by uncovering their deepest values and highest commitments, we a
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Heritage Investment Group
_
2480 NE 23rd Street
Pompano Beach
,
FL
33062
(954) 785-5400
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BV Group - UBS Private Wealth Management
_
1800 N. Military Trail, Suite 300
Boca Raton
,
FL
33431
Ed Ventrice
(561) 416-6921
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Round Table Wealth Management
_
980 N Federal Highway, Suite 110
Boca Raton
,
FL
33432
(561) 569-8241
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Morgan Stanley/Michael Higgins
_
595 S. Federal Highway
Boca Raton
,
FL
33432
(561) 393-2086
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Rise Private Wealth Management
_
9258 S. Federal Highway, Suite 175
Boca Raton
,
FL
33432
(561) 327-4535
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Events
Nov
01
Membership Breakfast Annual Pass - 2020-21
Nov 01, 2020
- Oct 31, 2021
Apr
30
RESTAURANT OPTIONS - DINE IN/DINE OUT
7:00 AM
- 6:45 AM
Apr 30, 2021
- Dec 31, 2021
May
10
It's "ME" Monday®
1:00 AM
May 10, 2021
May
10
It's "ME" Monday®
1:00 AM
May 10, 2021
May
11
NEW MEMBER ORIENTATION - ( Members Only) - Virtual Event
12:00 Noon
- 1:30 PM
May 11, 2021
May
12
Leads Group # 5(MEMBERS ONLY)
8:00 AM
- 9:00 AM
May 12, 2021
May
12
Leads Group #3 (MEMBERS ONLY)
12:00 Noon
- 1:00 PM
May 12, 2021
May
12
BOYNTON BEACH Lunch and Learn - Virtual Event (Members Only)
12:00 Noon
- 1:00 PM
May 12, 2021
May
12
SUNSET SIPPING through NAPA
6:00 PM
- 8:00 PM
May 12, 2021
May
12
Speaker Series - Are You Ready to Work From Home?
12:00 PM
- 1:00 PM
May 12, 2021
May
13
In-Person Membership Breakfast - MEMBERS ONLY
7:45 AM
- 9:30 AM
May 13, 2021
May
13
Government Affairs Committee Meeting - Virtual Event (MEMBERS ONLY)
11:30 AM
- 12:30 PM
May 13, 2021
May
14
Leads Group # 4(MEMBERS ONLY)
8:00 AM
- 9:00 AM
May 14, 2021
May
16
Shavuot: A Celebration of Holy Leadership - What Torah and Tradition Can Teach Us About Leadership
7:30 PM
- 10:30 PM
May 16, 2021
May
17
Exclusive Trustee Presentation with the President of the Equestrian Sport Productions - VIRTUAL EVENT
12:00 Noon
- 1:00 PM
May 17, 2021
May
17
It's "ME" Monday®
1:00 AM
May 17, 2021
May
18
FREE WORKSHOP - PR Series Part 3: Beyond the Press! - Virtual (MEMBERS ONLY)
8:30 AM
- 10:00 AM
May 18, 2021
May
18
PULSE - In-Person After Hours Network
5:30 PM
- 7:30 PM
May 18, 2021
May
18
Economic Development Committee Meeting - VIRTUAL EVENT (Members Only)
3:00 PM
- 4:00 PM
May 18, 2021
May
18
#3 of Words of Wisdom series: Wendy Sartory Link - Leadership Tips for a Multi-Generational Workforce
12:00 PM
- 1:00 PM
May 18, 2021
VIEW ALL EVENTS
News
Kaufman Lynn Construction Welcomes Two Executives to Leadership Team
May 06, 2021
Temple Beth El will present their annual Project Nuremberg program
May 06, 2021
Clerk of the Circuit Court & Comptroller Earns Three Top Honors
May 06, 2021
Office Depot Donates $250,000 to Boys & Girls Clubs of America
May 04, 2021
AACY Hosts Virtual Conference
May 03, 2021
Clerk of the Circuit Court
Apr 29, 2021
C3 Named to CRN Magazine’s MSP 500 List
Apr 29, 2021
New MyPalmBeachClerk.com
Apr 28, 2021
Milestone College Prep Opens New Office
Apr 22, 2021
HABITAT FOR HUMANITY
Apr 22, 2021
“Shades of Culture” Debuts
Apr 21, 2021
CITY OF DELRAY BEACH
Apr 21, 2021
Perry Sofferman authors “Florida
Apr 21, 2021
Gunster's Business Litigation Practice
Apr 20, 2021
EXPLORE HADASSAH’S WOMEN’S HEALTH AND GRASSROOTS ADVOCACY
Apr 20, 2021
Levi & Associates Celebrates Their Eleventh Year In a Row as Florida’s Top Producer
Apr 15, 2021
GROOVYTEK TO OFFER FREE ON-LINE WEBINAR TO HELP CONSUMERS SAFEGUARD AGAINST ON-LINE FRAUDSTERS
Apr 15, 2021
Diagnostic Centers of America is Expanding in Palm Beach County
Apr 14, 2021
VIEW ALL NEWS
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