Chris Shepherd, Private Advisor-Rockefeller Capital Management at Bostwick Walters Wealth Partners

Established in 1987, INTECH Investment Management LLC manages institutional portfolios. The company offers several risk-managed strategies, such as large-cap growth, broad large-cap growth, enhanced and broad-enhanced plus, large-cap core, enhanced index, large-cap value, broad large-cap value, global core and international equity. INTECH Investment Management is a subsidiary of the Janus Capital Group, which is one of the leading asset management companies that offer individual investors and institutional clients complimentary asset management services. The company's asset-management disciplines include growth, core, international, value and risk-managed equity funds. INTECH Investment Management is located in Palm Beach Gardens, Fla.

Regions Investment Solutions Financial Advisors work with clients to provide financial planning and investment solutions for retirement, college, or other goals. For your financial future, you need an experienced professional. Robert Kelly - Regions Financial Advisor will focus on solutions for your immediate needs and help you develop a comprehensive strategy to meet your long-term financial goals. Non-deposit products: Are not FDIC insured; Are not deposits and May lose value.

Welcome to Merrill Lynch in West Palm Beach, FL. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.