Boca Raton, FL NE Mizner Blvd Office

John Willard is a financial advisor at Star Wealth Advisors in Boca Raton, FL, holding a Series 66 license with six years of industry experience. His prior experience includes roles at Merrill and several other financial firms. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm uses a relationship-oriented, individualized process focused on fundamental analysis and constructs diversified, long-term portfolios through various investment vehicles and its own Wrap fee programs.

Gary Guglielmo is a financial advisor at Star Wealth Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Citigroup Global Markets. He is also the managing director of Start Wealth Advisers, a registered investment advisor focused on private wealth management. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach, constructing diversified long-term portfolios primarily through fundamental analysis and offering specialized wrap fee programs.

Wendy Kretschmer is a financial advisor at Star Wealth Advisors with 15 years of industry experience. She holds Series 63 and 65 licenses and has worked previously at WestPark Capital Inc. and American Investment Trust Services, Inc. Outside of advisory work, she is a shareholder in a non-investment business called Ring My Belle. Star Wealth Advisors provides discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm emphasizes an individualized, relationship-oriented process and constructs diversified, long-term portfolios primarily using fundamental analysis.

Robert Jacobs is a financial advisor at Star Wealth Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CoreCap Advisors, LLC for seven years. Jacobs is also a licensed insurance agent contracted with several providers for Medicare insurance and annuity business. Star Wealth Advisors offers discretionary investment and portfolio management, financial planning, and oversight of third-party money managers to individuals, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized process and constructs diversified, long-term portfolios using mutual funds, ETFs, individual securities, and wrap fee programs.