Private Wealth Management at Heathrow, an independent firm located in Lake Mary, Fla., recently affiliated with Raymond James. The team was previously affiliated with LPL Financial, where they managed more than $310 million in client assets. The team includes financial advisors Patrick Buchanan, Dominic Nori and Adam Goldstein. Buchanan is president and director of advanced planning strategies. Nori is founder and chief executive officer of the firm, and Goldstein currently serves as chief operating officer.
Private Wealth Management at Heathrow provides tax and estate planning, insurance, protection and preservation of capital, education planning, retirement income distribution and charitable giving/legacy planning.