Broker Check

Our Team

Adam Palas, CFP®, CPA®, CLU®

President

772-419-8998

772-419-8997

Adam.Palas@ceterafs.com

Since 2000, Adam Palas has been committed to helping individuals of all backgrounds meet their financial goals. After graduating from the University of Alabama with a degree in finance, he moved to Florida and obtained series 7 and 66...

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Alexander Palas

Vice President

(772) 419-8998

772-419-8997

Alex.Palas@ceterafs.com

After graduating from the George Mason School of Economics, Alex moved to Florida in 2003 where he obtained his Series 7 and 66 Licenses. Alex’s passion for economics, monetary policy, and global trends inspired him to become a...

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Jessica King

Tax & Financial Advisor

772-419-8998

772-419-8997

Jessica.King@ceterafs.com

As a native Floridian, Jessica attended Florida Atlantic University where she obtained her Business Degree in Accounting. Not only has Jessica prepared tax returns for over a decade, but she also holds Series 7 and 66 Licenses. Jessica...

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Stephanie Naylor

Corporate Specialist

772-419-8998

772-419-8997

Stephanie.Naylor@ceterafs.com

Stephanie Naylor is a locally born and raised on our beautiful Treasure Coast, and is a Payroll Specialist & Bookkeeper with Bridge Financial. Her goals are to provide an exceptional client experience for all of your corporate needs....

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