Top financial advisors working with entertainment industry professionals in Bradenton, FL

John Booth is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Manatee High School for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Michael Palen is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes over a decade at Cetera Advisor Networks LLC and self-employment in financial services since 1975. Outside of advisory work, he is involved in tax preparation and accounting through Palco Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management across a variety of investment strategies.

Alexander Garner is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at CETERA Advisor Networks LLC and First Command Advisory Services. Outside of his advisory work, he teaches part-time for Manatee County and serves as a board member for the Florida Institute for Saltwater Heritage. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals. The firm provides a range of portfolio solutions with both proprietary and third-party strategies, delivering services tailored to client objectives across multiple custody platforms.

Michele Samuels El Amrani is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. She has worked with Primerica in various capacities since 2002 and is also associated with Ashton Animal Clinic. She receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Chris Parker is a CFP®-certified financial advisor with 20 years of industry experience. He is the sole advisor at Parker Financial Planning, LLC, an independent firm based in Bradenton, FL. Parker has been with his firm since 2014 in various capacities. Parker Financial Planning provides fee-only fiduciary financial planning and investment advisory services to individuals, families, and small business owners, primarily focusing on clients five to ten years from retirement. The firm emphasizes long-term goals and disciplined asset allocation, using no-load mutual funds, ETFs, and institutional-only mutual funds, and manages client portfolios under a written Investment Policy Statement.

Andrew Byren is a Senior Financial Advisor with Merrill Lynch Wealth Management, based out of the New York, NY office. He joined Merrill Lynch in 2018 after graduating from the University of South Carolina in 2017. In his role, Andrew provides customized financial planning and solutions tailored to each client’s specific needs, considering factors such as risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Andrew focuses on a variety of client areas including college education planning, family wealth management strategies, retirement income, legacy planning, and portfolio management services, among others. He employs a modernized, planning-based approach and leverages the resources and experience of the BMV Group to deliver comprehensive advice and service. He holds the Personal Investment Advisor (PIA) designation. Residing in Hazlet, New Jersey, Andrew enjoys baseball, basketball, football, chess, music, skiing, soccer, reading, spending time with family, and watching movies. He is involved with Covenant House as part of his community engagement.

Peter Mcgratty is a CFA® charterholder with over a decade of experience in the financial industry. He has worked at Pinnacle Advisor Solutions, Congress Wealth Advisor Solutions, and Precursor Asset Management before joining Verdence Capital Advisors, LLC. Verdence Capital Advisors serves individual and institutional clients, including high-net-worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a blend of fundamental, technical, and cyclical analysis in its investment decisions and offers specialized services such as family office support and tailored advice for professional athletes and entertainers.

Tracy Milanese is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Phoenix, AZ. Outside of her advisory role, she serves as a board member at large for Madison Rose Lane Elementary, participating in monthly board meetings and voting on issues. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of roughly 23,701 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Debra Bonseigneur is a financial advisor with BMB Advisers LLC in Los Angeles, holding a Series 65 designation and 26 years of industry experience. She has been with BMB Advisers since 1999 and is also a shareholder and officer at Freedman, Broder & Company Accountancy Corp., an accounting practice where she works full time. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry and their related trusts, estates, and retirement accounts. The firm uses a long-term investment approach that favors passive equity exposure through mutual funds and ETFs, and it offers both direct portfolio management and a referral-based Independent Advisor Program.

Marquay Baul is a financial advisor at Integra Private Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sowell Management Services and Arvest Private Bank. Outside of his advisory role, Baul owns Integra Management Group, a business management and consulting firm, and serves in leadership and mentoring roles with several nonprofit organizations, including as board chair of Alzheimer’s Diversity Outreach Services. Integra Private Wealth Management, LLC serves professional athletes, entertainment professionals, high-net-worth individuals, trusts, charitable organizations, and qualified retirement plans, providing investment management, financial planning, and employee retirement plan advisory services. The firm follows a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and utilizes diversified, passively managed funds alongside individualized strategies.