West Palm Beach, FL 2001 Palm Beach Lakes Blvd. Office

Team
Updated today

Client AUM

$2,064,369,837

Clients

42,497

Advisors

2

Of 1,120 advisors across 280 offices

Location

2001 Palm Beach Lakes Blvd., Suite 414

West Palm Beach FL 33409

Advisors at this office

2

Advisors at this office

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Racquel R

Series 63, Series 65

West Palm Beach, FL

Transamerica Financial Advisors

Racquel Ramlal Slawinski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with Transamerica Financial Advisors since 2012 and is also affiliated with World Financial Group and LegacyShield. Additionally, she is involved with the RSSA National Association of Registered Social Security Analysts, providing occasional Social Security education. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, offering investment advisory, brokerage, and retirement-plan services through a large network of advisors and multiple program platforms. The firm’s advisory model primarily uses model portfolios and third-party managers for portfolio management.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Robert S

Series 63, Series 65

West Palm Beach, FL

Transamerica Financial Advisors

Robert Slawinski is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having nine years of industry experience. His career includes roles at World Financial Group, Aligned Benefits Group, and involvement with the National Association of Registered Social Security Analysts. Outside of his advisory work, he serves as president of the Hambleton Estates Civic Association and hosts international students attending The King’s Academy. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach combined with third-party managers and digital platforms to deliver its services.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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