Financial Advisor in Boca Raton, FL

Alexandra serves high net worth individuals, families and business owners, helping them accomplish their financial goals and resolve and conflicts that may arise.

Cody assists with the onboarding of clients, alternative investments, and money movements.

He focuses on exceptional client service through strong attention to detail and innovative financial planning that supports the financial goals of his clients.

Dominik Elmasian focuses on delivering sound investment management advice while building meaningful relationships with the clients he serves in his community.

Jeffrey works closely with his colleagues and his clients’ external trusted advisors on both public and private investments, retirement, philanthropic, estate and tax planning strategies. He brings decades of experience working with successful individuals and their families, business owners, corporate executives, endowments and foundations to manage their assets on a fiduciary basis.

Has extensive experience working directly with clients to build and maintain comprehensive portfolios, facilitate estate planning, and manage risk.

John focuses on customized wealth planning and portfolio management, tax minimization strategies and client support. He is also a member of the Investment Committee, which focuses on developing investment and risk management strategies for client portfolios.

Melinda has led administrative and operations management initiatives, bringing an acute sense of operational experience to Lido. She is in financial services because she gets satisfaction from putting her clients at ease financially and able to enjoy the wealth they have worked so hard to accumulate.

Bob focuses on business development, client experience and innovative wealth strategies. He works closely with his team to set strategic direction and deliver superior wealth management services to clients.

As a manager of Lido Atlanta’s regional office, Shawn is an advocate of Lido’s differentiated approach to portfolio management and believes it separates Lido from other wealth and investment managers. He brings extensive knowledge in wealth planning, investment strategy, and client relations to the team.

Vincent’s focus is on developing personal and impactful relationships with his clients while providing comprehensive financial planning for their goals and needs.