EVENSKY & KATZ, L.L.C

- Coral Gables, Florida, United States

EVENSKY & KATZ, L.L.C Employees
Myriam Membreno

Receptionist

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Ericka Arias

Receptionist

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Sandra Rivera

Marketing Administrator

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Conlee Carrasco

Client Service Associate

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Katie Salter

Principal, Senior Vice President

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Kaylyn Adams

Financial Advisor

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Marcos Segrera

Wealth Manager

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EVENSKY & KATZ, L.L.C Senior Management
Mena Bielow-McAfee

Chief Financial Officer & Chief Compliance Officer

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Harold Evensky

Founder

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Steve Cfp

Wealth Manager and Founder

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EVENSKY & KATZ, L.L.C Details

Evensky & Katz / Foldes Financial Wealth Management is a nationally respected wealth management firm with over 35 years of experience understanding and responding to our client's unique circumstances; from corporate executives to physicians and from retirees to Nobel Prize winners. Founded by renowned financial planning authority Harold Evensky, our firm adheres to his principles of client-focused educated financial advice.

EVENSKY & KATZ, L.L.C logo, EVENSKY & KATZ, L.L.C contact details
Website: ek-ff.com
Employees: 11 - 50
HQ:
Location: Coral Gables, Florida, United States
Revenue:
EVENSKY & KATZ, L.L.C Technologies
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