Financial Advisors & Wealth Management in Boca Raton

The world continues to change and evolve a great deal and your life and goals have likely continued to develop as well. This is why the type of financial clarity and context provided by the team at Churchill Management Group has never been more important than it is right now. Our team of passionate and dedicated experts prides ourselves on our ability to provide you with the deeper insights and education necessary to make the most prudent decisions possible for your future.

Visit our Boca Raton location, headed by Garrett Alabado, for comprehensive wealth management, financial advice, and retirement planning solutions. We invite you to learn more about award-winning Churchill Management Group.

Contact

Boca Raton location

Toll Free: 813-252-9462
Fax: 323-937-0408
Call to make an appointment.


A Personal Touch to Achieve Your Goals

Our financial advisors make planning your future easier than ever before.

At Churchill Management Group, we fully understand that no two clients are the same. Everyone lives a different life, has different risk tolerances, and different goals regarding what they hope the future will hold. Armed with consistent, insightful advice, you will have access to the information needed to make better and more informed decisions regarding all of your goals and objectives. At that point, we’ll also be able to provide you with the most important benefit of all: taking your vision of the future and aiming to bring it into reality in the most effective and straightforward way that we can.

Find us right across the street from the north end of Mizner Park. Schedule an in-office consultation at our Boca Raton, FL location or call to speak with our local financial advisor now.

Meet our team

Garrett Alabado • Vice President

Mr. Alabado joined Churchill Management Group in 2014 after nearly nine years’ experience in the investment industry. Mr. Alabado began his career in financial services with Ameriprise Financial as a financial advisor and then spent over five years as an Investment Consultant with TD Ameritrade. His most recent position prior to joining Churchill Management Group was for a Registered Investment Advisor as the Investment Specialist and Chief Compliance Officer.

Mr. Alabado graduated from the University of Wisconsin Oshkosh with a Bachelor of Business Administration degree in Finance. He has also obtained his Masters of Business Administration degree from the University of Wisconsin Whitewater.

Matt Anderson • Client Service Vice President

Mr. Anderson joined Churchill Management Group in 2017 as Client Service Vice President. Matt worked in the financial industry from October of 2009 until 2017 with TD Ameritrade. He started as a client service associate from 2009-2011 and then transitioned to a Private Client Service role from 2011-2013. He subsequently moved to Schaumburg, IL to become an Investment Consultant and remained in that role until 2017.

Mr. Anderson graduated with a Bachelor of Arts Degree, NE in Sports Management from Bellevue University.

Scott Perkins • Vice President, Director of Financial Planning
Mr. Perkins joined Churchill Management Group’s Team in 2014 with over eighteen years of experience in the financial services industry. Prior to working at Churchill Management Group, Mr. Perkins worked at Ronald Blue & Co., specializing in comprehensive financial planning for high-net-worth clients and their families. Mr. Perkins began his financial services career in retail banking and real estate investing.
Mr. Perkins has a Bachelor of Arts Degree in Psychology from Cal. State University, Fullerton. In addition, he has two Master Degrees from Cal. State University, San Bernardino. These include a Masters of Business Administration and a Masters Degree in Finance. Coupled with his extensive experience and education, Mr. Perkins is a Certified Financial Planner (CFP®) making him uniquely qualified in the role he plays at Churchill Management Group.

Our services

Tax Planning Analysis*

With a complicated tax system and a number of write-off opportunities, working with your CPA, we want to help you manage your investments to get the most out of your wealth. We can also connect you with professionals who can help you plan for strategic business purchases, gifting, donations, and other aspects of the tax code that will impact your wealth management. See disclosure below.

Trust & Estate Planning Review*

Working with your Estate Planning Attorney, Churchill Management will help you implement an investment strategy that considers the various planned and unplanned events that could occur and impact your wealth. We can also help connect you with experts that will set up your estate to be preserved however you see fit. Working with your Estate Planning Attorney, we can manage your assets to help you help outline a clear path forward to achieving your legacy goals. See disclosure below.

Churchill Advising On Trust & Estate Plan

*Financial Planning Services Disclosure; Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing and may include discussions of a client’s tax, insurance, employee benefits, estate planning, and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax, or accounting advice, and the client must rely on legal, insurance, and accounting professionals for that advice and documentation.