Boca Raton, FL SE Mizner Blvd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

165 SE Mizner Blvd #17

Boca Raton FL 33432

Advisors at this office

2

Advisors at this office

Thomas F

Series 63, Series 66

Boca Raton, FL

Edward Jones

Thomas Frankel is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2015. Based in Boca Raton, FL, he serves individual and institutional clients through the firm. Edward Jones is a wealth management firm serving more than four million clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Divorce financial planning Retirement income strategy Wealth management Attorney Financial Professional

Caryn G

Series 66

Boca Raton, FL

Edward Jones

Caryn Gordon is a financial advisor at Edward Jones in Boca Raton, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones, she worked at Bank of America NA and Merrill Lynch, and spent nine years at The Chef's Warehouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Retirement withdrawal strategies Founder/Business Owner Executive
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