A Multigenerational Team of Principled Wealth and Financial Advisors Devoted to Your Success

Financial Advisors

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

Cary Stamp

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

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

Frank Francese

Financial Advisor, MBA

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

Dan Roth, ChFC®

Financial Advisor

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

Rob Taylor, CFP®, CLU®, AEP®

Financial Advisor

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

Josh J. Weller, AIF®

Financial Advisor

Management & Associates

Patrick-Thompson-COO-Cary-Stamp-Co

Patrick Thompson

Chief Operating Officer

Bradley Liz

Liz Bradley

Executive Assistant

Shay-Diaz-Cary-Stamp-and-Co

Shannon Diaz

Administrative Assistant

Jacquelyn Neph

Jacquelyn Neph

Risk Management Analyst

Schanne Jack

Jack Schanne

Financial Analyst

Stamp Sharon

Sharon Stamp

Client Concierge

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

Andrew Trammell, MSFP, CFP®

Financial Paraplanner & IT Specialist

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