Edward Jones - Financial Advisor: Brian Baughman

Geller, founded in 1984, has established a reputation for assisting high-potential businesses and philanthropic organizations in defining and achieving their objectives through a wide range of financial solutions. The firm offers services such as outsourced CFO and operations management, financial modeling, strategic planning, and process improvement, all aimed at fostering growth and success. Under the leadership of founder Martin J. Geller, the company is guided by a commitment to innovation, client service, and community involvement. Geller prides itself on its world-class infrastructure and expertise, striving to exceed client expectations while helping them enhance their operating models and evolve into thriving enterprises. Generated from the website

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Sarah Davis is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Jupiter, FL make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.

Robert DeForest, CIMA - UBS Financial Services Inc. in Jupiter, FL, is a prominent wealth management firm focusing on cultivating long-lasting relationships with clients by prioritizing their specific financial goals and concerns. With a commitment to insightful, personalized advice, the firm's financial advisors work closely with clients to create comprehensive plans that address immediate liquidity needs, long-term financial security, and legacy considerations. Senior Vice President and Financial Advisor Zach Williams, whose background includes coaching high school basketball and experience in high-volume equity trading, plays a vital role in helping clients thrive at UBS. Recognized for his expertise, Williams is a recipient of various accolades, including the Forbes Best-in-State Wealth Management Teams award and the Forsbes Top Next-Gen Wealth Advisors award for 2025. Generated from the website