St. Mark's Episcopal School's Business eDirectory Sponsored by Dr. Patrick Arnold DMD - Pediatric Dentistry
Professional Listings:
Financial Services
Greg LeVine
President
MBM Capital Management
1301 East Broward Blvd
Suite 330
Fort Lauderdale, FL 33301
(954) 712-2700
greg@mbmcapitalmanagement.com
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MBM Capital is a full service wealth management firm that specializes in extensive financial planning for high net worth individuals, professional athletes and celebrity figures focused on accumulating wealth, preserving capital and developing efficient methods for future wealth distribution. We pride ourselves on our detailed approach to planning, the execution of a strategy, our customer service as well as our risk mitigation within each clients investment portfolio.
James Carroll
The Carroll Group of Morgan Stanley Smith Barney, First Vice President
Senior Consultant & Corporate Retirement Director
350 East Las Olas Boulevard
Suite 1500
Fort Lauderdale, FL 33301
(954) 713-8412
james.g.carroll@morganstanley.com
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I am a Saint Mark’s graduate and currently in our 11th year at this great learning institution. I have over 20 years of experience, primarily focusing on High Net Worth Individuals & Corporate Retirement plans of all sizes. We have a number of Saint Mark’s Parents as long term clients that enjoy our services. We are committed to a retirement planning process, matching client’s needs with their personal goals. Please feel free to call me on any investment or retirement planning related issue.
