Palisades Hudson Asset Management, L.P.

Thomas Walsh is a CFP® at Palisades Hudson Asset Management, L.P. with over 15 years of experience at the firm. He also serves as Senior Client Service Manager at Palisades Hudson Financial Group LLC, where he provides tax preparation, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors, focusing on long-term, asset-allocation-based investing primarily through mutual funds and ETFs. The firm manages both discretionary and non-discretionary accounts and operates a team of 16 advisers across six offices.

Brianna Aviles is a CFP® professional with Palisades Hudson Asset Management, L.P., bringing one year of industry experience. She has worked at Palisades Hudson since 2022 and previously held roles at Florida Atlantic University and West Boca Raton High School. Outside of her advisory duties, she serves as a Senior Client Service Associate at Palisades Hudson Financial Group LLC, providing tax preparation, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, estates, business entities, retirement plan sponsors, and private investment funds. The firm emphasizes long-term, asset-allocation-based portfolios primarily using mutual funds and ETFs, with a notable focus on client-directed, non-discretionary arrangements.

Eric Meermann is a CFP® professional with nine years of experience at Palisades Hudson Asset Management, L.P. in Stamford, CT. He has been with the firm since 2004, holding a vice president role at Palisades Hudson Financial Group LLC, where he provides tax preparation, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors, focusing on long-term, asset-allocation-based investing using primarily mutual funds and ETFs. The firm manages both discretionary and non-discretionary accounts, including private equity funds, and provides retirement plan consulting and fiduciary services.

Benjamin Sullivan is a CFP® professional with 10 years of industry experience, currently serving at Palisades Hudson Asset Management, L.P. in Austin, TX. He has been with Palisades Hudson since 2015. Outside of his advisory role, he is involved in financial planning activities including tax preparation, retirement planning, and estate planning through a separate financial planning business. Palisades Hudson Asset Management provides investment advisory services to individuals, trusts, corporations, and plan sponsors, offering discretionary active management, trust management, and retirement plan consulting. The firm focuses on long-term, asset-allocation-based investing using primarily mutual funds and ETFs, and manages both pooled private equity funds and individual client accounts.

David Walters is a CFP® professional with 16 years of experience in the financial advisory industry. He has been with Palisades Hudson Asset Management, L.P. since 2002. In addition to his advisory role, he serves as Client Service Manager at Palisades Hudson Financial Group LLC, a financial planning firm. Palisades Hudson Asset Management provides investment advisory services to individuals, trusts, corporations, and plan sponsors, offering active and non-discretionary management, trust services, and retirement plan consulting. The firm emphasizes long-term, asset-allocation-based investing primarily through mutual funds and ETFs and manages both pooled private equity funds and individual client accounts.

Larry Elkin is a CFP® professional with 20 years of experience at Palisades Hudson Asset Management, L.P., where he has worked since 1997. He is also the president and founder of Palisades Hudson Financial Group LLC, a financial planning and tax advisory firm he has led since 1992. Palisades Hudson Asset Management provides investment advisory services to individuals, trusts, corporations, and plan sponsors, with a focus on long-term, asset-allocation-based investing using mutual funds and ETFs. The firm manages both discretionary and non-discretionary accounts and operates multiple offices with a 16-person advisory team.

Melinda Kibler is a CFP® and Series 66 licensed advisor at Palisades Hudson Asset Management, L.P. in Fort Lauderdale, FL, with 11 years of industry experience. She has been with Palisades Hudson since 2013. Outside of her advisory role, she is involved in a financial planning business that provides tax preparation, retirement planning, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors, including discretionary active management, trust management, and retirement plan consulting. The firm focuses on long-term, asset-allocation-based investing primarily using mutual funds and ETFs, and manages both pooled private equity funds and individual client accounts.

Paul Jacobs is a CFP® professional with 18 years of experience in the financial industry. He has been with Palisades Hudson Asset Management, L.P. since 2002. Jacobs also serves as Vice President of Palisades Hudson Financial Group LLC, a financial planning firm where he provides clients with tax preparation and planning, retirement, and estate planning services. Palisades Hudson Asset Management offers investment advisory services to individuals, trusts, corporations, and plan sponsors. The firm focuses on long-term, asset-allocation-based investing primarily using mutual funds and ETFs, and manages both discretionary and non-discretionary accounts as well as private equity funds.