Standing: Jon B. Soto, David M. Friedman; Seated: J. Jay Palmesi, Lynne Stephenson, Mimi Bengio and Jamie Raiser-Umberger
BNY Mellon Wealth Team – Experience, Providing Insight To Ensure Your Legacy
Life isn’t static – your wealth plan shouldn’t be, either. That’s why the team at BNY Mellon Wealth Management in Boca Raton works with clients to create individualized plans for today with an eye to the future.
For nearly two decades, members of BNY Mellon’s Boca Raton team have provided guidance and advice on a range of services, includingwealth and estate planning, private banking needs andinvestment management. The team provides clients withaccess to world-class resources from a company whose history dates back more than 230 years.
As fiduciaries, the team is held to a higher standard of responsibility and accountability as it works on clients’ behalf to identify gaps or oversights that could impact their wealth.
“We pride ourselves on our team-based approach and offer our clients the kind of high-level communication, personalized service and coordinated efforts that make it possible for us to craft a plan tailored to their individual needs,” says Jamie Raiser-Umberger, CFP® and Senior Wealth Director.
They know the importance of one-on-one relationships. Team members retain a limited number of clients, which allows the necessary time to devote to creating and nurturing personal connections that extendbeyond the client, to their heirs and future beneficiaries.
“We not only care for and manage our clients’ assets, but we help them craft a legacy,” says BNY Mellon Team Leader & Senior Wealth Manager David Friedman, CFA®. “We don’t prepare the money for the family, but we help prepare the family for the money.”
BNY Mellon WealthManagement’s hard work and dedication is reflected in the fact that its client retention rate is 97 percent. With team members living, working and playing in Boca Raton, they are deeply involved in the community.
“Our relationships with our clients transcend multi-generational wealth planning and are further deepened by our support of their philanthropic efforts within our community,” says Mimi Bengio, MBA, Senior Wealth Manager.
For more information, call 561-868-7445or visit bnymellonwealth.com.
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