About Us
Our Mission
We strive to provide impartial information and advice that promotes our clients’ financial security, the well-being of their loved ones, the satisfaction of their legal obligations, and the achievement of their philanthropic goals.
A Note From Our President & Founder
Two principles have defined our firm since I created it in 1992:
- Effective financial advice must consider all the issues confronting financially successful members of our society. Investment, tax, accounting, estate planning, insurance, business management, retirement and philanthropic considerations – among others – must be addressed together, not in isolation. We accept the challenge to furnish knowledgeable guidance and excellent service in whatever areas our clients require.
- Our loyalty lies only with our clients. We accept no compensation from anyone else. All charges to every client are clearly disclosed and fully transparent.
Today we serve clients in more than 25 states and as far away as Brazil from our offices in Scarsdale, New York, Fort Lauderdale, Florida, and Atlanta, Georgia… click here to continue reading our founder’s letter.
Meet Our Team
Employees of Palisades Hudson Financial Group LLC are talented individuals who have a strong desire to help clients achieve their financial goals. Click below for a brief description of each employee’s background and job responsibilities.
Meet the Executives
- Larry M. Elkin, CPA, CFP®, President & Founder
- Jonathan M. Bergman, CFP®, EA, Vice President & Chief Investment Officer
- Linda F. Elkin, Director of Marketing & Human Resources
Meet the Managers
- Shomari D. Hearn, CFP®, EA, Client Service Manager
- Eric Meermann, CFP®, AVA, EA, Client Service Manager
- Rebecca Pavese, CPA, Client Service Manager
- David Walters, CPA, CFP®, Client Service Manager
- Paul Jacobs, CFP®, EA, Client Service Manager & Chief Compliance Officer
- Anna K. Pfaehler, CFP®, Client Service Manager
- Pascale Leon-Bocchino, Administrative Manager
Meet the Associates
- Benjamin Sullivan, CFP®, Client Service Associate
- Christopher Reynolds, Client Service Associate
- ReKeithen Miller, Client Service Associate
- Anthony Criscuolo, Client Service Associate
- Melinda Beckmann, Client Service Associate
- Matthew Slen, Client Service Associate
- Melissa DiNapoli, Recruiting and Marketing Coordinator
Careers
Palisades Hudson Financial Group LLC provides a supportive and challenging work environment for talented professionals with backgrounds in finance, accounting and economics. Our firm is about service, not selling, and we offer a diversity of experience that is found almost nowhere else in the financial services industry. To learn more about starting your career with us, please click here.
Privacy Policy
At Palisades Hudson Financial Group LLC and Palisades Hudson Asset Management, L.P., we are committed to safeguarding the privacy of our clients’ personal information. Click here to learn more about how we protect the nonpublic personal information that our clients entrust to us.
Contact Us
New York Office:2 Overhill Road, Suite 100 |
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Florida Office:110 E. Broward Boulevard, Suite 1620 |
Georgia Office:Tower Place 100 |
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