My mission is to make a difference. Lead. Coach. Teach and assist my clients through independent ideas, quality advice and peace of mind.
Delray Financial Group LLC, is an independent regional boutique wealth management firm whose sole business is to serve our clients. We have over 32 years of personalized, professional service experience, focused on servicing individual and institutional clients in their investment and banking needs. Instead of promoting company products, we take a custom approach to each client’s portfolio, and we develop solid relationships by providing a higher level of personal service. As independent investment professionals, we design individually tailored investment plans and portfolios to help meet each client`s specific needs. Delray Financial Group LLC, offers its securities through Kovack Securities, Inc., member FINRA/SIPC. Client assets are held and securities clear through Pershing LLC, a Bank of New York Mellon company. Pershing is a leading global provider of financial business solutions with over $900 billion in assets held in custody, offering stability, scale, and institutional resources.
Please do not hesitate to call me with any questions or comments at 855-414-4165 or 561-988-8490