Adelson Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Adelson Group
Team photo for Adelson Group

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Advisors

Steven R Adelson

CFP®, MBA, CEP®, ChFC®, APMA, CRPC

Private Wealth Advisor

President of Adelson Group
Visit Steven R Adelson's website

Seth Bassoff

CRPS, CRPC, APMA, AIF®

Financial Advisor

Senior Vice President of Adelson Group
Visit Seth Bassoff's website

Jefferson A Ledbetter

Financial Advisor

Senior Vice President of Adelson Group
Visit Jefferson A Ledbetter's website

Kristen Hernandez

CFP®, APMA

Financial Advisor

Vice President of Adelson Group
Visit Kristen Hernandez's website

Michael W Kane

CRPC, APMA

Financial Advisor

Vice President of Adelson Group
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Terri Starliper

Financial Advisor

Visit Terri Starliper's website

C Brian Stewart

CFP®, MBA, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit C Brian Stewart's website

Guy Colella

Private Wealth Advisor

Vice President of Adelson Group
Visit Guy Colella's website

Sheri Granaroli

APMA, CRPC

Financial Advisor

Operations Director
Visit Sheri Granaroli's website


Team

Eric Peterson

Eric Peterson

Paraplanner

Personal Intro

I was born and raised in Boca Raton, Florida. I graduated from Ave Maria University with a degree in Political Science where I was a scholarship basketball and tennis player. I have been in the financial industry since 2015 and am very excited to be part of the Adelson Group and our private wealth advisory team. I look forward to providing clients with the best service to my abilities.

Qualifications

  • Series 7, 66, and 2-15 Licenses

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Cheryl Gilliar

Cheryl Gilliar

Client Service Specialist

Personal Intro

After graduating college, I explored several different careers – from web design to fashion (Chanel), to becoming a yoga teacher, all eventually guiding me toward my home at Adelson Group. Being a Client Service Specialist, I’ve found I enjoy working with our team to accomplish inter-company goals. In my free time, I enjoy sunrises with my pup Havana and donate to Sierra Club, Feeding America, and local animal shelters.

Qualifications

  • Securities Industry Essentials (SIE)

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Victoria Perdomo

Victoria Perdomo

Receptionist

Personal Intro

I have had many diverse work experiences from Escrow Assistant in the title industry to Relationship Banker. I look forward to providing our clients with superior client service and growing with the team. When I am not working, you can find me spending time with my husband, three cats, visiting family from all over Florida, and serving my local church.

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Preston Dougherty CRPC™ APMA™

Preston Dougherty CRPC™ APMA™

Financial Planning Specialist

George Bockmeyer CRPC™

George Bockmeyer CRPC™

Financial Planning Specialist