SpirePoint Private Client Expands with $350 Million Advisor Team in Palm Beach Gardens

SpirePoint Private Client Expands in Palm Beach Gardens

SpirePoint Private Client, a multi-custodial Registered Investment Advisor (RIA) catering to high-net-worth families and advisors, has announced a revitalizing expansion in Palm Beach Gardens, Florida. This strategic growth comes with the addition of two new advisors along with their dedicated support staff, bringing approximately $350 million in managed client assets.

The new office, situated in the esteemed DiVosta Towers South, not only reflects SpirePoint's ambition but also signifies its commitment to enhancing client services through deeper expertise and personalized strategies. With this operational expansion, SpirePoint is now managing over $1.5 billion in total client assets, a remarkable achievement that underscores its growth trajectory in one of Florida's most affluent regions.

From Morgan Stanley, the new team includes R. Jamie Marceaux, Robert Scarborough, Kim Orsi, and Amani Gaballa, each distinguished professionals with extensive backgrounds in financial services. Their collective experience and established client relationships pave the way for SpirePoint to augment its offerings, particularly in areas like customized portfolio management, advanced tax and estate planning, and multi-generational family governance.

Introducing a Dynamic Team of Experts

R. Jamie Marceaux, a Certified Financial Planner, launched his financial career in 1999 and has maintained enduring relationships with clients over the years, showcasing his dedication to client service. His military background, including service in the Air Force, enriches his client interactions with discipline and commitment.

Robert Scarborough embarked on his career at Merrill Lynch, excelling from intern to financial advisor. His experience at Morgan Stanley, where he personalized financial strategies for individuals and families, aligns beautifully with SpirePoint's ethos of individualized, client-first service.

Kim Orsi brings over 40 years of industry experience, including key operational roles that enhance her ability to manage complex financial environments adeptly. With her robust background at Morgan Stanley, Kim is well-poised to contribute significantly to the team's mission.

Amani Gaballa adds over three decades of financial expertise, having held pivotal roles at both Merrill Lynch and Morgan Stanley. Her support in financial planning is crucial as the team focuses on delivering exceptional, customized services to families and advisors.

Commitment to Independence and Security

SpirePoint's President and CEO, Trent Leyda, emphasizes the firm’s dedication to offering independent, conflict-free advice paired with the security and efficacy of established custodians like Goldman Sachs and Charles Schwab. This model not only values client relationships but also the institutional-grade safety that high-net-worth clients prioritize. The Palm Beach Gardens office serves as a critical hub, reiterating SpirePoint's commitment to maintaining a boutique, family-office style approach that sets it apart from larger firms.

The office will provide a range of essential wealth management services designed to cater to families and advisors who value independence, security, and personalized client experiences. SpirePoint's strategic positioning in Palm Beach Gardens allows it to serve more clients while remaining committed to high-touch, relationship-driven service.

In addition to the suite of services offered, clients can access exclusive experiences that foster long-lasting relationships and provide a deeper level of understanding and support for their financial journeys.

Location and Contact Information

The Palm Beach Gardens location is set at DiVosta Towers South, 3825 PGA Blvd., Suite 1005 in Palm Beach Gardens, FL 33410. For inquiries, interested parties can reach the main office line at (561) 867-0008 or contact the team via email at [email protected].

SpirePoint Private Client exemplifies the evolving landscape of wealth management, continually adapting to meet the needs of affluent clients while ensuring a personalized, client-centric approach remains at the core of its service offering.