Father/Son Financial Team, Ranked on Barron’s Top 1,000 Advisors List for the Past Three Years, Offers Clients Decades of Experience to Protect and Expand Lifetime Income

If Trust, Guidance, Listening, Understanding, Loyalty and Experience are the ingredients to the perfect financial advisors, then UBS Financial Services father-son team Tom and Kyle Smith are the right choice. It’s easier to make the right decisions when you’re guided by advice you can trust – advice that is focused on what matters most to you.

That’s why the Palm Beach County financial experts’ priority is to talk …Read More →

Comprehensive Financial Planning
From One Generation to the Next

There isn’t much Neil A. Fox, CFP® hasn’t seen – and survived – during his 46 years in the financial services industry.

“The volatility we’re experiencing today is not that unusual. I entered the business in April 1966 and there was a period in the early ’70s that was almost as bad as 2008,” says Fox, Senior Vice President – Financial Advisor of The Fox Team at Morgan Stanley Smith Barney.

As challenging as some of Fox’s experiences may have been, they provided insights and perspective …Read More →

Strong Family Background
Relationships Matter to The Faro Group at Morgan Stanley Smith Barney

The Faro Group at Morgan Stanley Smith Barney is built on family. Nelson Faro started as a licensed investment professional more than 27 years ago and has been joined by his sons, Forrest and Kyle, who are also Financial Advisors. This close, family relationship extends to their clients as well: The Faro Group strives to form connections that are deep and long-lasting.

As a 2012 member of the firm’s President’s Club, Nelson Faro belongs to an elite group of leading Financial Advisors. He was also …Read More →

The Future Isn’t What It Used To Be Pinkerton Wealth Management Group of Wells Fargo Advisors Helps Clients Invest Smarter and Breathe Easier

Here’s a shocking personal disclosure from Scott Pinkerton, CFP®, CIMA®, AIF, Managing Director – Investments of Pinkerton Wealth Management Group of Wells Fargo Advisors – something few financial advisors are willing to admit: He does not have, nor has he ever had, the ability to predict the future.

And, as Pinkerton will tell you, that’s a good thing. Not knowing – or thinking he knows – exactly …Read More →