Need an Advisor?
We recommend that you consult your attorney, financial planner, or other professional advisor in assessing the options that are the best for you.
Steven D. Beres
Crary Buchanan 759 SW Federal Highway, Suite 106 Stuart, FL 34994
P: 772- 223-4310
F: 772- 223-4350
Steve holds a Master of Laws degree in estate planning, is board certified by the Florida Bar in Wills, Trusts and Estates, and has over 30 years’ experience in that area of the law. His practice includes estate and related tax planning, as well as the settlement of probate estates and trusts at death. The Crary Buchanan law firm has served the community since 1927, and other attorneys at the firm represent clients in a broad range of matters, including real estate transactions, the formation of corporations and limited liability companies, marital and family law and most types of litigation.
Lee R. Boughner, CFP®, CLU, CIMA
Senior Vice President-Investments
UBS Financial Services Inc.
712 SE Ocean Blvd, Stuart, FL 34994
With over 30 years of experience, the focus of Lee's wealth advisory practice is assisting individuals and multi-generational families in developing effective solutions to deal with specific and complex financial planning issues. His clients rely upon his expertise, which includes investment management, asset protection and allocation strategies, education and retirement planning, trusts, and estate and gift planning. Lee is a graduate of Michigan State University with a B.S. in Marketing and earned his M.S. in Management from the University of Arkansas. He lives in Palm City, is the father of two sons and retired as a Lieutenant Colonel, Weapons System Officer in the United States Air Force.
Nancy B. Crowder-McCoy,
CPAProctor, Crook, Crowder & Fogal, CPAs
33 S.W. Flagler Avenue, Stuart, FL 34994
P: 772- 283-2356 Ext. 129
Nancy is the Tax Principal for Proctor, Crook, Crowder & Fogal, CPAs. She has over 30 years of experience providing accounting, business planning, and income tax services to a variety of individual and business clients. Her expertise includes but is not limited to medical service professionals, medical practices, estate, trust, corporate, partnership and individual taxation.
Fernando M. Giachino, P.A.
3601 S.E. Ocean Blvd., Suite 204, Sewalls Point FL 34996
Fernando Giachino is an attorney, Board Certified by the Florida Bar in the areas of Wills, Trusts, and Estates, focusing much of his practice on representing professionals (many of which are physicians) in their estate, family, and tax planning.
Elizabeth Fedele Highfield
Vice President Senior Trust Administrator,
Northern Trust Company
2201 S.E. Kingswood Terrace, Stuart, Florida 34996
P: 772- 287-7575
F: 772- 283-3030
The Northern Trust Company is one of the world's leading asset management, asset servicing, and banking firms, serving successful individuals, families, and institutions around the globe. Northern Trust has a team of advisors whose primary focus is on providing physicians with integrated financial solutions for their practice and staff as well as comprehensive wealth management for their personal needs. Elizabeth received her undergraduate and law degrees from Stetson University and has called Stuart her home for over 25 years.
Bonney A. Johnson, CTFA
Senior Vice President, Senior Trust Officer
U.S. Trust, Bank of America
Private Wealth Management
900 SE Federal Highway, Suite 210, Stuart, FL 34994
U.S. Trust is the nation’s leading private wealth manager of personal trust assets with more than 200 years of experience. Bonney Johnson, Vice President and Senior Trust Officer, is a Certified Trust and Financial Advisor with over 25 years experience serving Martin and St. Lucie Counties. From basic trust structures to innovative wealth strategies offered at U.S. Trust, Bonney provides access to a spectrum of wealth management solutions to help meet individual, family, and charitable objectives.
Mark Palombi, CFP®
Vice President Wealth Management Advisor
2301 SE Monterey Road, Suite 1 Stuart, FL 34996
Since 1998, Mark has been helping clients develop strategies for their financial future. Mark is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He creates wealth management strategies tailored to each client’s specific needs, focusing on college funding, retirement planning, income, wealth preservation, and estate planning.
Stephen M. Roegiers, CPA
Roegiers, Goldin, Chappel, Nall & Associates
701 Colorado Avenue, Stuart, FL 34994
Steve is Certified Public Accountant with over 30 years of experience practicing in the Stuart area focusing on estate, financial, and retirement planning along with individual, business, estate, and trust tax preparation. He is the senior shareholder with Roegiers Goldin Chappel Nall & Associates, a full service accounting firm providing creative strategies to develop valuable business and financial solutions that benefit long-term financial goals.
Partner - Kramer, Sopko, Levenstein, P.A.
2300 SE Monterey Road, Suite 100, Stuart, FL 34996
James has been practicing law in Martin County since he and his wife Debbie moved from Miami to Stuart in 1987. He is a Board Certified by the Florida Bar in both Tax Law and in Wills, Trusts and Estates. His practice is primarily focused in estate planning, tax and business planning, and the administration of trusts and estates.
Kathleen A. Strother, CFP®
Vice President, Senior Relationship Manager
Asset Management Group PNC Wealth Management
231 Royal Palm Way, Palm Beach, FL 33480
PNC Bank has dedicated Healthcare Business bankers to meet the needs of Physician practices focused on improving revenue cycle management and providing customized lending solutions including those for starting, buying, or selling a practice. In addition PNC has solutions for physicians' personal financial service needs, including checking accounts, money market savings accounts, investments, mortgages, and equity lines of credit.
Steven M. Swann, CFP®
Senior Vice President Portfolio Management Director
729 SW Federal Highway, Suite 300, Stuart, FL 34994
Steven M. Swann is the Senior Vice President and Portfolio Management Director at Morgan Stanley Smith Barney in Stuart, FL. He has 30 years of experience advising physicians and other high profile clients, locally and across the country. Mr. Swann works with his clients to prepare a personal and professional budget, sometimes focusing on the restructuring of college debt in a time frame that allows room for dreams of family, investing, and retirement.
A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE, WITHIN THE STATE, 1-800-HELPFLA, OR VIA THE INTERNET AT WWW.FLORIDACONSUMERHELP.COM. REGISTRATION CH2312. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.