Professional Advisory Services Inc

Robert Polackwich is a CFA® charterholder with 23 years of industry experience, currently serving at Professional Advisory Services, Inc. since 2001. He holds a Series 65 license and is based in Vero Beach, FL. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans, charities, and business entities. The firm employs a combined top-down and bottom-up fundamental analysis approach to construct diversified portfolios focused on high-quality equities and investment-grade bonds, supported by a formal investment committee and comprehensive performance reporting.

Christopher Connett is a ChFC® with one year of industry experience, currently serving as an advisor at Professional Advisory Services, Inc. He has been with the firm since 2011. Professional Advisory Services, Inc. manages approximately $1.26 billion on a discretionary basis for a diverse client base, including individuals, high-net-worth clients, corporate retirement plans, charities, and other business entities. The firm employs a fee-only portfolio management approach focused on equities and investment-grade corporate and tax-free municipal bonds, utilizing a combined top-down and bottom-up fundamental analysis for its core holdings.

Christopher Brown is a financial advisor with Professional Advisory Services Inc. in Vero Beach, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with the same firm since 2000. Professional Advisory Services Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients. The firm employs a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios focused on high-quality equities and investment-grade corporate and municipal bonds.

David Jaffe is a financial advisor at Professional Advisory Services Inc. in Vero Beach, FL, holding a Series 65 designation with 32 years of industry experience. He has been with Professional Advisory Services, Inc. since 1992. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm uses a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios focused on high-quality equities and investment-grade bonds, supported by an internal investment committee and advanced analytical tools.

Jordan Bieber is a ChFC® and Series 66-registered financial advisor with 10 years of industry experience. He has worked at Professional Advisory Services, Inc. since 2018 and previously held roles at Bank of America and Merrill Lynch. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and a range of institutional clients, including corporate pension plans and charities. The firm employs a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios focused on high-quality equities and investment-grade bonds.

Christopher Steele is a CFP® with 26 years of industry experience and has been with Professional Advisory Services, Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Vero Beach, FL. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm employs a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios primarily focused on high-quality equities and investment-grade corporate and municipal bonds.

Carol Bieber is a financial advisor at Professional Advisory Services, Inc. with 26 years of industry experience. She holds a Series 65 designation and has been with Professional Advisory Services since 1998. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm employs a combination of top-down and bottom-up fundamental analysis to construct diversified portfolios focused on high-quality equities and investment-grade bonds, supported by an internal investment committee and comprehensive client reporting.

Kelly Meinders is a CFP® professional with 11 years of industry experience, currently affiliated with Professional Advisory Services Inc. She previously worked at Morgan Stanley and serves as a real estate sales associate with Weichert Realty Hallmark Properties in Vero Beach, FL. Professional Advisory Services, Inc. manages approximately $1.26 billion in discretionary assets for individual and high-net-worth clients, including trusts, IRAs, corporate retirement plans, and charities. The firm employs a fee-only portfolio management approach focused on equities and investment-grade bonds, using a combination of top-down and bottom-up fundamental analysis.

Jeremy Goldberg is a CFP® and CFA® with nine years of industry experience. He has worked at Professional Advisory Services, Inc. since 2018 and previously at Mozaic, LLC from 2016 to 2018. He is based in Vero Beach, FL. Professional Advisory Services, Inc. manages approximately $1.26 billion on a discretionary basis across nearly 600 client accounts, serving individual and high-net-worth clients as well as corporate retirement plans, charities, and other entities. The firm employs a fee-only portfolio management approach focused on equities and investment-grade fixed income, using a combined top-down and bottom-up analysis to guide a diversified, institutional-style investment strategy.