Broker Check

Team

Rick Bernstein, AAMS®, ADPA®

Managing Director

(954) 789-9736

954-337-9278

rick.bernstein@lpl.com

Rick partners with individuals and families to help them pursue their financial goals through the development of long-term financial strategies. Through a personal investing approach, not generic programs, he builds individual...

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Natalie McCann

Executive Assistant

954-789-9736

954-337-9278

Natalie.McCann@lpl.com

Natalie McCann is our Executive Assistant. Natalie joined our team in 2015 and came to us from Wells Fargo where she held the title of Personal Banker. From an early age, Natalie has shown a passion for finance. She demonstrates this...

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Oscar Varona

Financial Consultant

754-423-6113

Oscar.Varona@lpl.com

Oscar works with families and businesses to guide them through complex financial decisions. His expertise comes from years of valuable experience in customer service, as well as over 10 years in the financial industry. While not...

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