The Bahnsen Group Opens West Palm Beach, Florida Office

The Bahnsen Group, a national wealth management firm with $5.5 billion in assets under management, today announced plans to open a new office in West Palm Beach, Florida.

The office will open in July 2024 and is located at the One Clearlake Centre at 250 S. Australian Avenue in West Palm Beach.

Jeremy Polon, The Bahnsen Group’s Associate Private Wealth Advisor, will relocate to the West Palm Beach office, from Newport Beach, California, and serve clients in the Palm Beach region. The Bahnsen Group manages upwards of $250 million in client assets based in Florida, with clients throughout the state in a dozen different cities.

Brian Szytel, Co-Chief Investment Officer and Partner, will drive The Bahnsen Group’s expansion in Florida and lead the search for additional financial advisors and operations staff for the new West Palm Beach office.

“The Florida market is already a substantial part of our business, and it has been a priority for us to establish a beachhead in Florida for several years. There are few states in the country governed as well as Florida, and we intend to live up to that high bar in what we bring to the market,” said David Bahnsen, Managing Partner of The Bahnsen Group. “Having a senior leader like Brian drive this expansion and moving next-gen talent like Jeremy to the market is a sign of our seriousness in the endeavor.”

West Palm Beach represents the 8th office location for The Bahnsen Group, with other offices in Newport Beach, California; New York City; Minneapolis, Minnesota; Nashville, Tennessee; Austin, Texas; Phoenix, Arizona; and Bend, Oregon.

“This is going to be a significant undertaking for The Bahnsen Group and provide us the capacity we desire to properly serve clients in Florida,” said Szytel. “We believe the Palm Beach region will over time become one of our largest offices in terms of client and asset stewardship.”

All 63 employees of The Bahnsen Group are in-office five days a week at all office locations.

About The Bahnsen Group

The Bahnsen Group was founded in April 2015 by David L. Bahnsen, who previously spent eight years as a Chairman’s Club Managing Director at Morgan Stanley and seven years as a First Vice President at UBS Financial Services. Mr. Bahnsen was ranked #1 in Southern California (Private Wealth) on the annual Forbes/SHOOK Best-In-State Wealth Advisors list of 2024.

Mr. Bahnsen serves on the Board of Directors for the National Review Institute and is a Founding Trustee for Pacifica Christian High School of Orange County. He is the author of several best-selling books including Crisis of Responsibility: Our Cultural Addiction to Blame and How You Can Cure It (2018), The Case for Dividend Growth: Investing in a Post-Crisis World (2019), and There's No Free Lunch: 250 Economic Truths (2021). His most recent book Full-Time: Work and the Meaning of Life was published in February 2024 by Post Hill Press.

With 63 team members, The Bahnsen Group serves multiple market segments and has a special focus on dividend growth equity investing. They seek to create abundant intellectual capital for their clients and take particular pride in their significant focus on thought leadership and content creation.

HighTower Advisors, LLC is a SEC registered investment advisor. Securities offered through HighTower Securities, LLC member FINRA/SIPC.

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