Healthcare Professionals:  Helping Physicians Address their Unique Needs

As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. We understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of healthcare cutbacks; manage education debt and, finally, pursue financial independence. You also have other priorities to save for – a home, a family, retirement – while facing healthcare reform, rising malpractice premiums and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.

We help by creating a wealth management plan that is designed to address every important aspect of your practice and personal life, including everything from funding your children’s college educations to having an estate plan. By collaborating with your tax and legal advisors, we can create family limited partnerships or asset-protection trusts, secure umbrella insurance coverage, and help you find solutions for dealing with managed care reimbursement cutbacks and rising practice expenses.

You can rely on us to provide customized guidance to manage and protect your hard-earned wealth.

Services Include

  • Risk Management and Insurance
  • Cash Flow Analysis
  • Debt Management Strategies
  • Smart Borrowing Options
  • Investment Advice and Education
  • Tax Considerations
  • Practice Management and Business Planning
  • Accelerated Retirement Planning
  • Estate, Legacy and Charitable Planning

LAWRENCE GONNELLO
Vice President // Client Advisor 

561.820.2835

250 Royal Palm Way, Suite 200

Palm Beach, FL  33480 

[email protected] 

www.TheGonnelloGroup.com

JORDAN FUNT
Associate // Client Advisor

561.820.2838

250 Royal Palm Way, Suite 200

Palm Beach, FL  33480

[email protected] 

www.TheGonnelloGroup.com

“OUR GOAL IS TO PROVIDE THE SOUND FINANCIAL GUIDANCE YOU SEEK,
SO YOU CAN FOCUS MORE ON WHAT YOU DO BEST – CARING FOR YOUR PATIENTS.” 

Raymond James is not affiliated with the Palm Beach County Medical Society. 

Raymond James & Associates, Inc., Member New York Stock Exchange/SPIC