Kay Henriques

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Program Manager with Centennial Financial Services, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Pompano Beach, FL area, Kyle Stroud will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Jonathan Bass, based in Fort Lauderdale, FL, serves as a Private Client Relationship Manager for TD Wealth, offering a range of private client banking, lending, investment, trust, and estate services tailored to high-net-worth individuals. He collaborates closely with each client to evaluate their unique needs and craft a comprehensive financial plan centered on their objectives. Leveraging the resources of TD Wealth and TD Bank, Jonathan assembles a dedicated team of specialists to address the diverse requirements of every client. Prior to his tenure at TD Wealth, Jonathan Bass held positions as a Wealth Advisor at Regions Bank and as a Vice President at Wells Fargo Advisors, bringing a wealth of experience to his current role. A graduate of Penn State University with a bachelor's degree in Labor and Industrial Relations, he holds FINRA Series 7, 63, and 65 registrations. Jonathan fosters enduring relationships with clients, acting as their primary point of contact while working in tandem with the specialized team he assembles to cater to their financial needs. Generated from the website content