The Katz Team
Financial Advisors
1801 North Military Trail
Suite 300
Boca Raton, FL 33431
tel: 561.620.5000
toll free: 800.321.1034
fax: 561.620.5050
l - r: Jean Rawls, Charles Miller, Cindy Katz, Lorrie Donlon
 
Welcome

At Smith Barney, we know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since Smith Barney was established over a century ago.

 
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  • Get to know our team better. Read our Team Brochure. Just click on the Our Viewpoint link on the left-hand side to access it. We hope you will enjoy getting to know us better.
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