If you are an advisor to owners and managers of companies in the lower middle market, XPX can be a powerful learning network for you! Our members represent twelve different professions but share core principles of collaboration, putting the client first, thinking long term, considering the human angle and continuous learning. Learn more about our membership benefits and options.

About Our XPX South Florida Leaders

The leaders of the Exit Planning Exchange – XPX South Florida Chapter include prominent professionals in the local market. The board supports the Chapter’s work to build a focused, strong community of the best advisors to privately-held businesses. The primary activities of the local board are programming, membership and sponsorship. Feel free to contact any of these leaders or our Administrator to get more involved in our Chapter!

Leader Directory

Mr.
JLS Financial Group
President
River Run Consulting Group
Partner (Attorney)
K&L Gates LLP
First Vice President
Valley National Bank
Attorney/Partner
Ward Damon, PL
Managing Director
Midcap. Advisors
Vice President
Brown & Brown Insurance
Mr
Bernstein
Wealth Management Advisor
Merrill Lynch
Vice-President
Osage Advisors, LLC
Director
Marcum LLP
Vice President
Goldman Sachs
Partner
Ward Damon, PL
Tax Partner
RSM US LLP
Principal
Growth Capital Advisors
Managing Director
Fiduciary Trust Company International
Partner
MJS Advisors
Self Employed
Knapp Solutions
SVP, Relationship Manager
Bank of America

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