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Family Retirement Services - Lake Worth, FL

 

 

Our Professionals

Matt Gilbert has been in the financial services business since 2000 and as a Financial Advisor since 2005. He started at UBS then moved to the Private Bank at Bank of America and then, after the Merrill Lynch merger with Bank of...

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Terry Martine has been in the financial services business since 2000 and as a Financial Advisor since 2003. He started out as an Institutional Bond Broker with Vining Sparks frequently trading $10-$20 million dollars a day, then moved...

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Kelly Roesler

Administrative Assistant

(800) 377-4027

(561) 423-3700

Kelly has been in the banking industry business since 1999. She specializes in business operations/management and customer service. She received her Business Management degree at Indian River State College. Kelly’s focus...

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