Jeff Schnee has built his career in the financial services industry based upon the same principles by which he has led his life-altruism, compassion and an unwavering commitment to service.

Over the course of Jeff’s 39 years in the industry, he has worked to provide each investor with a tailored financial plan to address their financial needs through all stages of life. In creating a financial plan with clients, whether addressing a specific topic or more comprehensive in nature, Jeff helps clients determine goals such as planning for retirement, educating children or grandchildren, passing on wealth to the people and causes most important, or simply updating the investment approach to help ensure it is aligned with the client’s best interest. While a particular goal may have been the client’s primary focus at the beginning, circumstances and priorities may have shifted. Jeff works with clients to reassess the plan to continue progress toward providing for the best possible outcomes for the client and their family members. His disciplined investment style relies on customized portfolio reviews, as well as a straightforward, hands-on approach when determining with his clients the proper course of future action with his clients.

Jeff attended the University of Florida, where he was a Business Major specializing in accounting. He is certified in Long-Term Care, holds the AWMA® designation, and attended The Wharton School of Business at The University of Pennsylvania.

Jeff and his family have dedicated themselves to serving some of Florida’s most disadvantaged residents; donating their time and money every Thanksgiving to actively feed the area’s homeless and those in need. A certified member of the American Red Cross, Jeff is also involved in the SOS Children’s Village in Coconut Creek. For over a decade, he has provided one-on-one mentoring and received the organization’s 2015 Volunteer of the Year Award.

Jeff and his wife are proud Patrons of the Adrienne Arsht Center for the Performing Arts. They enjoy time shared with family, including two young grandchildren.

Choosing someone to manage your money is both a business and personal decision.

Mitch makes it his mission to learn about you, your life, and your unique story. By building relationships based on trust, integrity and honest communication, he can work alongside you to help you and your family navigate and simplify the complex world of investing.

Mitch’s goal is to establish a one to one relationship and to offer you the personal approach you deserve, and the depth and experience you expect. It is an honor and privilege to help individuals, business owners and families formulate and live out their unique stories through smart, relevant, financial planning, advice and strategies.

Mitch is originally from Canada and a graduate of Concordia University in Montreal. He holds a Bachelor of Commerce, majoring in Marketing, with a Minor in International Business. He also holds Series 7, 66, 55 and 24 securities licenses and Health, Life and Annuity licenses. Mitch is also fluent in English and French.

Prior to working in the securities industry, Mitch lived in Hong Kong while working as a Director of Worldwide Sales for Hong Kong Toy Center. His global experience gives him a unique perspective on the investment landscape, both domestic and international.

Mitch currently resides in Boca Raton with his wife Jessica and their two children. In their spare time, they enjoy golf, skiing, ice hockey, being very active, and giving back to their community in any way they can.

Milton focuses on bonds and other income producing investments. Milton holds FINRA Series 7, 63, and 65 licenses; and is Florida Insurance licensed in Life, Health, Long Term Care and Annuities. Before joining Janney, Milton spent time at other industry-related firms including Morgan Stanley Dean Witter, Prudential Securities and J. Milton Newton, Inc. He holds a Bachelor of Science Degree in Communications from the University of Miami.

Milton was a 30-year member and past President of the Kiwanis Club of N. Miami Beach/Sunny Isles Beach. He is currently an assistant scout master. In his free time, he enjoys reading, racquetball, outdoor activities, snorkeling and hiking. He and his wife, Judith, have two children and three grandchildren.

Sandy holds over 30 years industry experience and holds FINRA Series 7, 63, and 65 Licenses. A graduate of New England Institute of Technology, she was a Medical Assistant prior to entering the financial arena. Sandy originally joined Janney when they opened their first office in Boca Raton in 1999 and held the position of Registered Sales Assistant as well as the Branch Manager Assistant. She joined the Legacy Team in 2016 and is dedicated to providing first-class service for our clientele. She is an avid supporter of the Juvenile Diabetes Foundation and Animal Aid.

Katherine joined Janney from Ameriprise Financial where she was responsible for managing the operational aspects of client accounts, providing administrative support and preparing preliminary financial plans as well as other client deliverables. She holds the Accredited Wealth Management Advisor SM designation. In addition, she holds Series 7 license and Securities Industry Essentials certification. Katherine continues to apply her skills on the Legacy Wealth Advisors team, serving as one of the first point of contacts for clients and performing operational duties as the team continues to enhance the client experience. Katherine enjoys being outdoors and spending time with her wife and two dogs.