Top financial advisors working with HENRYs (high earners, not rich yet) in Vero Beach, FL

Anthony Tulsiram is a financial advisor with PNC Wealth Management in Vero Beach, FL, holding a Series 66 designation and three years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other roles. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a discretionary digital model account offered as an invitation-only employee pilot. The firm’s approach involves algorithm-driven portfolio recommendations with investments managed via approved models using mutual funds and ETFs.

Richard Yemm is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Secure Asset Management, L.L.C. and has held prior roles at firms including SCF Investment Advisors, Secura Financial, and Kovack Advisors. In addition to his advisory work, Yemm owns and operates Riley's Press, a book publication and distribution business. Secure Asset Management primarily serves individual clients, including both non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a range of investment strategies guided by written policies and periodic reviews, often utilizing third-party money managers and platforms for account management.

Thomas O'Connor is a financial advisor with Catalyst Financial Partners in Vero Beach, FL, holding Series 63, 65, and 66 licenses and over 26 years of industry experience. His prior roles include positions at Mariner Managed Account Solutions, Mass Mutual Investors Services, Metlife Securities, Baystate Wealth Management, and he serves as Of Counsel to a law firm, O'Connor, Carnathan & Mack, dedicating a small portion of his time to legal work. He is also an investor in Apex Quantitative Group, a quantitative investment manager. Catalyst Financial Partners provides discretionary and non-discretionary investment supervisory and wealth management services primarily to high-net-worth individuals, family offices, and institutional clients. The firm employs client-specific investment policies and long-term diversified strategies utilizing a range of investment vehicles, including ETFs, mutual funds, separate account managers, individual securities, and alternatives.

Amanda Darress is a financial advisor with Ameriprise in Vero Beach, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, she serves as Treasurer on the Board of Directors for the Executive Manor Homeowners Association. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, typically those with at least $1 million in net investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized retirement-income consulting team and a combination of research, modeling, and tax-efficiency analysis to generate non-discretionary recommendations.

Biran Herndon is a financial advisor at Herndon Wealth Services Inc in Vero Beach, FL, with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to founding his current firm, he worked at Impact Partnership Wealth, LLC and Brookstone Wealth Advisors, among others. Herndon is also involved in tax preparation through Elite Tax Advisory Services, LLC, a business he has operated since 2008. Herndon Wealth Services is an independent firm that provides financial planning and consulting services to individuals, high-net-worth clients, and businesses without managing client assets. The firm offers tailored planning across business, retirement, estate, tax-efficiency, and risk management topics, typically through ongoing reviews or limited-scope, hourly consultations.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.