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Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a focused team environment. Our advisory model is based on a disciplined collaborative planning process that addresses the full complexity of your personal situation.

Advisors associated with Bleakley Financial Group, LLC may be: (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, (2) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC and investment advisor representatives of Bleakley Financial Group, LLC; or (3) solely investment advisor representatives of Bleakley Financial Group, LLC, and not affiliated with LPL Financial. Investment advice offered through Bleakley Financial Group, LLC, a registered investment advisor and separate entity from LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

The financial professionals associated with Bleakley Financial Group or LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Professional Services

Bleakley Financial Group

Stephynie Malik

Sandra Labarre

Christopher C.

Scott Schwartz

Jr. Cfp® Richard Wright

Cfp® Jon Betlow

Frank Lepore

Cfp® Andy Schwartz

Vincent Nauheimer

Peter Boockvar

Stephen Kuhn

Jaime Ploscowe

Joseph Geslao

The Investment Operations team at Bleakley Financial Group oversees the execution and management of investment strategies, ensuring optimal performance and regulatory compliance. This team collaborates closely with financial advisors to implement tailored investment plans, conduct market research, and manage asset allocations, all while maintaining a disciplined and efficient operational framework.

Investment Operations

Financial Planning and Analysis

Leadership Team

Partnerships

Investment Operations

About

Team members

Other teams at Bleakley Financial Group

Financial Planning and Analysis

Leadership Team

Partnerships