The Camelot Group

Merrill Lynch Wealth Management
2400 North Commerce Parkway
Suite 100
Weston, FL 33326
(954) 349-6220
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The Camelot Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Camelot Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Scott Kauffman
Managing Director, Senior Resident Director - Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
About Us
Welcome

The Camelot Group | Merrill Lynch Wealth Management| Weston, FL

As Merrill financial advisors, The Camelot Group offers advice and guidance based on your goals and priorities– for yourself, your family, and your business. We believe our wealth management philosophy is different, because we place the investor at the center of our focus, not the market. Using an understanding of your life as a foundation, our team will recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress towards them and work with you to adjust your strategy over time as needed. When you succeed, we succeed.

Meet Our Team
Arthur A Greenfeder,

CPWA®

Managing Director, Senior Consultant
954.349.9390
Scott Kauffman,

CFP®,CPFA™,CRPC™

Managing Director, Senior Resident Director - Wealth Management Advisor
954.349.6220
Christa Levka Pargas,

CTFA

Assistant Vice President, Investment Management Specialist
954.349.9377
Lisa M Piscitelli
Officer, Registered Wealth Management Client Associate
954.349.9387
Spencer Greenfeder,

CRPC™

Senior Vice President, Senior Financial Advisor
954.349.9381
Jessica Mullings
Financial Advisor
954.349.9380
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Nick Foley
Wealth Management Lending Officer
NMLS #1190976
Nicholas Karpinski
Investment Solutions Group Portfolio Strategist
Deborah Pugatch
Wealth Management Banking Specialist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Trust and Fiduciary Advisor and CTFA are sponsored by the ABA Institute of Certified Bankers.