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Schedule a Meeting With Us

Click on the link below for the person you wish to meet with. You will be able to see their availability and book a phone call, online (via WebEx), or in-person meeting at our office. Vendors & Wholesalers see note below.

Click Here to book a meeting with Terry Rocks

Click Here to book a meeting with Josh Harris

Other Advisors: If your advisor is not listed, please call or email them directly. If you need help, call our office at 321-213-3000 Option 1

Note To Vendors / Wholesalers: This page and the links above are exclusively reserved for current and prospective clients of our firm. Any vendor / solicitor meetings booked with the links above will be deleted. Approved vendors should connect to your relationship directly through email or direct line. 

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