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

Financial Advisor Rob Taylor

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

Financial Analyst Jack Schanne

Jack Schanne

Financial Analyst

Stamp Sharon

Sharon Stamp

Client Concierge

Ryan Swenson Financial Analyst

Ryan Swenson

Financial Analyst

Director of Financial Planning Andrew Trammell

Andrew Trammell, MSFP, CFP®

Director of Financial Planning Services

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