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TOP 30 Jewish financial planning in Florida
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Temple Israel Preschool
Temple Israel Preschool, located at 2215 Mahan Drive in Tallahassee, Florida, is a unique institution that combines elements of a place of worship, school, and synagogue. Our developmental preschool focuses on the whole child, offering them opportunities to grow and learn at their own pace. Through exploration in various centers and activities, we support academic achievements and strive to build a strong foundation for a lifelong love of learning in each child. At Temple Israel Preschool, your child will participate in a range of activities throughout the week, tailored to their individual needs and interests. Our dedicated Reading Readiness teacher guides students during the morning program from 9:00-12:00, in addition to daily center-based learning experiences.
Bank of America Private Client Advisor Kelly Gegerson
Bank of America Private Client Advisor Kelly Gegerson, located at 250 South Park Avenue in Winter Park, Florida, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. Kelly specializes in assisting ultra-high-net-worth individuals, families, and non-profit organizations in creating financial strategies to achieve their life and legacy goals. With a focus on clients in the private, public, and nonprofit sectors, including physicians and other professionals, Kelly provides personalized client service with access to the global resources of Bank of America. As the leader of a client's Private Bank team, Kelly collaborates with experienced specialists in various disciplines such as portfolio management, credit and banking, CPAs, and attorneys to design personalized strategies for investment management, philanthropy, trust and estate planning, and credit and lending solutions. Prior to joining the Private Bank, Kelly gained experience in business and commercial banking at Regions Bank and IBERIABANK, working with commercial real estate, manufacturing, and commodities-based businesses.
JewishDebt.com
JewishDebt.com is a finance institution located at 2001 Palm Beach Lakes Boulevard in West Palm Beach, Florida, United States. We specialize in providing financial services tailored to the Jewish community, offering solutions for managing debt and achieving financial stability. Our team of experts is dedicated to helping individuals and families navigate the complexities of personal finance and debt management. With a focus on cultural sensitivity and understanding, JewishDebt.com is committed to assisting our clients in achieving their financial goals and securing a brighter financial future.
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