Karen Roberts - Wealth Manager
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Be Educated, Feel Empowered & Take Control of Your Financial Future so YOU can Live Your Best Life! https://bit.ly/2q0UjF6 Securities offered through J.W.
06/09/2026
Owning the world on vacation…at Peggy’s Cove, Halifax Novia scotia
The best financial decisions come from clear thinking, not emotional reactions.
Sometimes the greatest value an advisor brings is helping you ask better questions.
Comment below if you’d like a signed copy of my book, 20 Questions: What You Don’t Know Matters.
If you’d like to have a conversation about your financial plan, investments, or next steps for your future, I’m here to help.
📅 Schedule a call: https://calendly.com/tefg-karen
📧 [email protected]
📞 561-437-6500
Click here to claim your Sponsored Listing.
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Contact the business
Address
2300 Corporate Boulevard NW. Suite 111
Boca Raton, FL
33431
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
