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Palisades Hudson Financial Group LLC Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Palisades Hudson Financial Group LLC is a mid-sized financial services firm based in Fort Lauderdale, Florida, founded in 1992 by Larry M. Elkin. The firm emphasizes objectivity, transparency, and personalized guidance in its financial advisory approach. It offers a range of services, including asset allocation and investment management, comprehensive personal financial planning, ongoing financial management services, and sophisticated tax planning and return preparation.

Its client base comprises individuals seeking integrated, objective financial counsel to navigate investments, taxes, and long-term planning within the financial services landscape. In 2023, the firm appointed Shomari Hearn as its first executive vice president and chief operating officer, reflecting expansion of its executive leadership.

Find Palisades Hudson Financial Group LLC employees' phone numbers or email addresses

Palisades Hudson Financial Group LLC Global Highlights

Location
Employees

North America
54

Minus sign iconPlus sign icon
  • United States Of America
    54

Palisades Hudson Financial Group LLC's Leadership

  • Stylized image of a person
    S. S.
    Vice President And Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. J.
    Director Of Technology
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M.
    Client Service Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. D.
    Financial Planning Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. D.
    Administrative Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. G.
    Administrative Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. K.
    Senior Client Service Manager And Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. L.
    Administrative Associate
    Phone icon
    Mobile Phone

Palisades Hudson Financial Group LLC Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Consultant
  • Administrative
  • Analytics
  • Customer Success
  • Other
  • Marketing
  • Accounting
  • Business
  • Banking
  • Community & Social Services
  • Recruiting
  • Human Resources

Contact profiles from Palisades Hudson Financial Group LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. S.
    Vice President And Chief Investment Officer
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    J. J.
    Director Of Technology
    Phone icon
    Mobile Phone
    Apr 14, 2026
  • Stylized image of a person
    A. M.
    Client Service Manager
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    A. D.
    Financial Planning Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    A. D.
    Administrative Manager
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    M. G.
    Administrative Manager
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    M. K.
    Senior Client Service Manager And Portfolio Manager
    Phone icon
    Mobile Phone
    Jun 25, 2026
  • Stylized image of a person
    J. L.
    Administrative Associate
    Phone icon
    Mobile Phone
    Jun 28, 2026
  • Stylized image of a person
    A. D.
    Associate
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    E. F.
    Service Associate
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Palisades Hudson Financial Group LLC known for?

Minus sign iconPlus sign iconPalisades Hudson Financial Group LLC was founded in 1992 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-914-723-****
. Explore Palisades Hudson Financial Group LLC's company overview page for more information.

What is Palisades Hudson Financial Group LLC's most common email format?

Minus sign iconPlus sign iconPalisades Hudson Financial Group LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Palisades Hudson Financial Group LLC email formats with LeadIQ.

How many employees does Palisades Hudson Financial Group LLC have currently?

Minus sign iconPlus sign iconPalisades Hudson Financial Group LLC has approximately 28 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Palisades Hudson Financial Group LLC's key employees and leadership?

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As of July 2026, Palisades Hudson Financial Group LLC's key employees include:

  • Vice President And Chief Investment Officer: S. S.
  • Director Of Technology: J. J.
  • Client Service Manager: A. M.
  • Financial Planning Manager: A. D.
  • Administrative Manager: A. D.

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