Boca Raton, FL Office

Joel Kaplan is a financial advisor at &PARTNERS with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. He is based in Boca Raton, Florida. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, combining proprietary and third-party strategies with fundamental, technical, and quantitative analysis across discretionary and non-discretionary portfolio management.

Jeffrey Libman is a financial advisor with \u0026PARTNERS in Boca Raton, FL, holding Series 63 and Series 65 licenses with 39 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Additionally, he serves as co-trustee for multiple family trusts. \u0026PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm operates as both a registered investment advisor and broker-dealer, providing a range of services such as portfolio management, financial planning, and investment banking.

Barbara Blacklock is a financial advisor at &Partners with 45 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Blacklock serves on the Finance External Advisory Board at Southern Illinois University, providing strategic guidance on curriculum and development. &Partners serves a diverse client base including individual, institutional, and sovereign wealth fund clients. The firm offers investment advisory and brokerage services, combining proprietary and third-party portfolio management with a range of financial planning and consulting solutions.