A Multigenerational Team Devoted to Principled Wealth Management and Financial Planning

Financial Advisors

Cary-Stamp-Leading-Financial-Advisor-Jupiter-Florida

Cary Stamp

CEO / Financial Advisor
CFP®, CDFATM, AIF®, CAP®, AEP®

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Leading-Financial-Advisor-Stamford-CT-Frank-Francese

Frank Francese

Financial Advisor, MBA

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Principled-Wealth-Management-Dan-Roth-ChFC-Jupiter-Florida

Dan Roth

Financial Advisor, ChFC®

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Principled-Wealth-Management-Rob-Taylor-CFP-Jupiter-FL

Rob Taylor, CFP®, CLU®

Financial Advisor

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Florida-Sustainable-ESG-Investing-Wealth-Management-Josh-Weller

Josh J. Weller

Financial Advisor

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Management & Associates

Patrick-Thompson-COO-Cary-Stamp-Co

Patrick Thompson

Chief Operating Officer

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Bradley Liz

Liz Bradley

Executive Assistant

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Jacquelyn Neph

Jacquelyn Neph

Risk Management Analyst

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Schanne Jack

Jack Schanne

Financial Analyst

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Stamp Sharon

Sharon Stamp

Client Concierge

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Andrew-Trammell-Financial-Planner-Palm-Beach-County

Andrew Trammell, MSFP

Financial Paraplanner & IT Specialist

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