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Schedule a Meeting With Us

We have made some changes to our online scheduling process. If you are a brand-new visitor and would like to connect with us, Click Here to send us a message or simply call our office at 321-213-3000. If you are an existing client who uses this page on a regular basis, please review the instructions below to book a meeting with your advisor of choice.

How to book an online meeting (New): Our advisors now have "personal" online booking pages that work just like this page did in the past. You can see their schedule availability and book a phone call, online (via WebEx), or in-person meeting at our office.

Click Here to book a meeting with Terry Rocks

Click Here to book a meeting with Josh Harris

If your advisor is not listed below, please call, or email them directly to schedule the meeting.

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