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Paul C
Series 65, Series 63
Jupiter, FL
Renew Family Wealth
Paul Casey is a financial advisor at Renew Family Wealth with 27 years of industry experience. He holds Series 65 and Series 63 credentials and has worked with firms including SICA Wealth Management, Circle Squared Alternative Investments, and Third Seven Capital. Outside of advisory work, he is involved with Refuge Investments LLC, assisting in the acquisition of multi-family distressed properties. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis across long- and short-term strategies and may engage sub-advisers for alternative investments.
Hayden D
Series 65
Jupiter, FL
Renew Family Wealth
Hayden Dawes is a financial advisor at Renew Family Wealth with a Series 65 credential and nine years of industry experience. He has worked at several firms, including Appfiles Inc and Capital Market Strategies LLC, and is involved in real estate as a licensed agent with Crossroads Real Estate Co. Additionally, he manages an affiliated insurance agency, 633 Holdings LLC. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm employs a mix of analytic approaches and investment strategies, offering tailored advice and, where appropriate, engaging sub-advisers or alternative investment managers to implement client allocations.
Drew C
Series 65
Jupiter, FL
Renew Family Wealth
Drew Chiurato is an advisor with Renew Family Wealth in Jupiter, FL, holding a Series 65 designation. He has no prior industry experience and has worked outside the financial sector at Evo Italian and Whits Frozen Custard. He is completing a long-term period as a full-time student. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) consulting to a range of clients including individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers customized investment advice using multiple analytical approaches and can engage sub-advisers or third-party models to implement client strategies.
Scott M
Series 63, Series 66
Jupiter, FL
Renew Family Wealth
Scott Miller is a financial advisor with Renew Family Wealth in Jupiter, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Charles Schwab & Co. and Schwab Bank. He is also involved in managing 633 Holdings LLC, an insurance agency. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers tailored investment advice using a mix of fundamental, technical, and cyclical approaches, with the ability to incorporate alternative strategies and third-party managers.
Peter M
Series 66, Series 63
New York, NY
Renew Family Wealth
Peter Mcglynn is a financial advisor at Renew Family Wealth with 32 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Renew Family Wealth since 2021. His prior roles include Founder of Mcglynn Advisors and positions at Third Seven Capital, LLC and Third Seven Capital Advisors, LLC. Renew Family Wealth provides financial planning, discretionary portfolio management, and pension/401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm uses a combination of fundamental, technical, and cyclical analytic approaches along with both long- and short-term strategies, including options and margin trading, to deliver tailored investment advice with ongoing monitoring and rebalancing.
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