Palm Wealth Partners

Leonard Tomson is a CFP® with 15 years of experience in the financial services industry. He is currently with Palm Wealth Partners and has held prior roles at Dominion Investor Services, Eaton Financial Holdings, Equitable Advisors, and Axa Advisors. Tomson is also an owner of Tomson Wealth, LLC, which manages business operations and acquisitions related to Palm Wealth Partners. Palm Wealth Partners provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages approximately $132 million in discretionary assets using tailored asset-allocation models and offers a formal pension consulting practice alongside sub-advisory services.

Mario Basilone is a financial advisor with Palm Wealth Partners in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Eaton Financial Holdings Company and Equitable Advisors. He is also the owner of Basilone Enterprises LLC, a non-investment related business. Palm Wealth Partners provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages discretionary portfolios using tailored asset-allocation models and offers pension consulting and sub-advisory services.

Jaron Oswalt is a financial advisor at Palm Wealth Partners in Boca Raton, FL, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Eaton Financial Holdings Company, LLC, Equitable Advisors, LLC, and Laidlaw & Company. Outside of his advisory role, he works as a bartender at Paragon Theaters. Palm Wealth Partners provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages approximately $132 million in discretionary assets using tailored asset-allocation models that incorporate both fundamental and technical analysis.

Franklin Rekas is a financial advisor with Palm Wealth Partners in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Equitable Advisors, LLC and AXA Advisors, LLC. Outside of advising, he is involved in insurance sales leadership and participates in local networking groups and a sports podcast. Palm Wealth Partners provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages discretionary portfolios using tailored asset-allocation models and offers pension consulting and sub-advisory services.

Rania Jawde is a CFP® and holds a Series 66 license with 12 years of industry experience. She currently works at Palm Wealth Partners and previously spent 10 years at Equitable Advisors, LLC. Outside of her advisory role, she serves as secretary for the Spanish River Homeowners Association and is a member of the Boca Mastermind Group. Palm Wealth Partners provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages discretionary portfolios using tailored asset-allocation models and offers pension consulting and sub-advisory services.

Adam Mentzer is a financial advisor at Palm Wealth Partners with nine years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Eaton Financial Holdings Company, LLC, and Dominion Investor Services, Inc. Outside of advisory work, he is separately licensed as an independent insurance agent, dedicating time to insurance sales. Palm Wealth Partners provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages approximately $132 million in discretionary assets using tailored asset-allocation models and offers services including portfolio management, pension consulting, and sub-advisory roles.

Domenick Mancini is a financial advisor at Palm Wealth Partners with eight years of industry experience. He holds a Series 66 designation and previously worked at Eaton Financial Holdings Company, LLC, Equitable Advisors, LLC, Axa Advisors, LLC, and Kovack Securities, Inc. Mancini is also licensed to sell insurance and fixed annuity products. Palm Wealth Partners provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages approximately $132 million in discretionary assets through tailored asset-allocation models and offers services including pension consulting and sub-advisory roles.

Danielle Basilone is a financial advisor with Palm Wealth Partners and holds a Series 66 designation. She has 16 years of industry experience, including prior roles at Eaton Financial Holdings Company and Equitable. Palm Wealth Partners provides investment advice and financial planning to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages discretionary portfolios using tailored asset-allocation models and offers pension consulting, sub-advisory services, and participant education as part of its retirement-plan work.

Tyler Boccia is a financial advisor at Palm Wealth Partners in Boca Raton, FL, holding a Series 65 designation with four years of industry experience. Prior to joining Palm Wealth Partners in 2024, he worked at Eaton Financial Holdings Company, LLC and Equitable Advisors LLC. Outside of advising, he is a licensed independent insurance agent. Palm Wealth Partners provides investment advice and financial planning services to individuals, retirement plans, trusts, estates, charities, and business entities. The firm manages approximately $132 million in discretionary assets using tailored asset-allocation models and offers pension consulting and sub-advisory services.