Boca Raton, FL Office

Janyl Smith is a financial advisor at Singer Wealth Advisors LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and its Private Bank. Outside of her advisory role, she manages a content creation business focused on motherhood through Ask Mommy LLC. Singer Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals, corporations, and pension and profit-sharing plans, providing comprehensive financial planning and portfolio management. The firm also supports other registered investment advisers and offers access to a broad array of alternative investments.

Roy Rosner is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Singer Wealth Advisors LLC since 2018 and previously operated Futureproof Finances LLC, where he was the sole owner and employee. From time to time, he may offer clients advice or products through his outside business activities. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension plans, including high-net-worth clients. The firm offers comprehensive financial planning and portfolio management, as well as advisory services to other RIAs, combining fundamental analysis with tactical strategies and access to a diverse range of investment options.

Charles Landry is a financial advisor with Singer Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation and three years of industry experience. He is also the owner and manager of CLFinancial LLC, through which he operates as an insurance agent, providing insurance products and services to clients. Prior to his current roles, his background includes positions at Singer Wealth Advisors and teaching roles at Florida State University and Florida Atlantic University. Singer Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, corporations, and retirement plans. The firm offers comprehensive financial planning, portfolio management, and access to alternative investments, utilizing fundamental analysis combined with tactical strategies to manage portfolios and accounts.

Evan Mc Leod is a CFA® charterholder with three years of industry experience. He currently works at Singer Wealth Advisors LLC and has previously held roles at RWA Advisors, Krause Capital, Inc., and New York Community Bank. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and access to alternative investments, using a combination of fundamental analysis and tactical strategies to manage client portfolios.

David Sutherland is a financial advisor at Singer Wealth Advisors LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and in educational roles at the University of California, Los Angeles, as well as various schools from 2005 to 2019. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension plans. The firm offers comprehensive financial planning and portfolio management, using a combination of fundamental analysis and tactical strategies, and provides advisory services to other registered investment advisers.

Karlie Southcomb is a financial advisor at Singer Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Lynn University, Boca Resort, and Clarion Fontainbleu. Singer Wealth Advisors LLC serves individuals, corporations, and pension and profit-sharing plans, offering comprehensive financial planning, portfolio management, and access to alternative investments. The firm acts as an advisor to other RIAs and integrates fundamental analysis with tactical strategies across multiple asset classes.

Johnathon Ho On is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Maggard Wealth Management, SS&C Technologies, Raymond James, and Marsh McLennan. Singer Wealth Advisors LLC serves individuals, corporations, and pension and profit-sharing plans, offering comprehensive financial planning, portfolio management, and access to alternative investments. The firm provides advisory services to other registered investment advisers and employs a combination of fundamental analysis and tactical strategies to manage diversified portfolios.

Thomas Murray is a financial advisor at Singer Wealth Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Singer Wealth Advisors, he worked at Focus Partners Wealth, LLC and has varied experience including roles in education and coaching. He serves as an assistant boys lacrosse coach at Cardinal Gibbons High School. Singer Wealth Advisors LLC is an SEC-registered investment adviser that serves individuals, corporations, and pension and profit-sharing plans. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and access to alternative investments, combining fundamental analysis with tactical strategies across multiple asset classes.

Tyler Venditti is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. He holds the Series 65 designation and is also the owner of TV31 Enterprises LLC. In addition to his advisory role, he works as a bartender at Sixty Vines in Boca Raton. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm provides comprehensive financial planning, portfolio management, and access to a range of alternative investments, using a combination of fundamental analysis and tactical strategies to manage client assets.

Bianca Desai is a financial advisor at Singer Wealth Advisors LLC with one year of industry experience. She holds a Series 66 designation and has previously worked at Orobiologix Inc., First Citizens Investor Services, and JP Morgan Chase, among other firms. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm offers comprehensive financial planning, portfolio management, and access to alternative investments, combining fundamental analysis with tactical strategies to manage diverse portfolios.

Jacob Butler is a financial advisor at Singer Wealth Advisors LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA, Nuveen, and Glenview Capital Management. Butler is also an insurance agent, providing insurance products and services alongside his advisory role. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and access to alternative investments, combining fundamental analysis with tactical strategies to manage diversified portfolios.

Steven Trachtenberg is a financial advisor at Singer Wealth Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked at Singer Wealth Advisors since 2016. Outside of his advisory role, he is also an insurance agent affiliated with multiple companies, managing related activities through a separate entity. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm provides comprehensive financial planning and portfolio management, employing individualized Investment Policy Statements and a combination of fundamental and tactical strategies. It also acts as a model provider and advisor to other RIAs and maintains affiliates in legal, tax, and insurance services.

Nathaniel Kalil is a financial advisor at Singer Wealth Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of advisory work, he is active as an insurance agent, providing insurance products and services to clients. Singer Wealth Advisors LLC is an SEC-registered investment adviser serving individuals, corporations, and pension and profit-sharing plans. The firm offers comprehensive financial planning and portfolio management, utilizing fundamental and tactical strategies across a broad range of investment types, and provides advisory services to other registered investment advisers.

Stavros Deriziotis is a financial advisor with Singer Wealth Advisors LLC in Boca Raton, FL, holding a Series 65 designation and two years of industry experience. He previously worked at Kingswood Capital Partners, LLC, Securian Wealth, LLC, Jez Capital, and Westwood Funding Solutions, LLC. Singer Wealth Advisors LLC serves individuals, corporations, and retirement plans with comprehensive financial planning, portfolio management, and access to alternative investments. The firm provides advisory services to other registered investment advisers and emphasizes individualized investment strategies supported by fundamental analysis and tactical portfolio management.

Thomas Maples is a financial advisor with Singer Wealth Advisors LLC in Boca Raton, FL. He holds Series 65 and Series 66 licenses and has four years of industry experience. Prior to his current role, he worked at OT Advisors LLC, Marketwise, Inc., Bank of America, and Merrill. Singer Wealth Advisors LLC serves individuals, corporations, and pension plans, providing services such as comprehensive financial planning, portfolio management, and access to alternative investments. The firm combines fundamental analysis with tactical strategies and acts as a model provider and advisor to other RIAs.