Lonny Greenberg, CFP®

Senior Wealth Advisor

Designations and Licenses


Experience and Education

Lonny provides strategic financial advice and wealth planning solutions to help clients reach their goals. Prior to joining the firm, Lonny was a senior wealth advisor and member of the Investment Committee at Singer Xenos Schechter Sosler, a wealth management firm in southern Florida that was acquired by Mariner.

Prior to Singer Xenos Schechter Sosler, Lonny traded fixed income securities in New York with Cantor Fitzgerald’s Debt Capital Markets division. He has also worked with two Miami-based private asset management firms.

Lonny has a bachelor’s degree in finance from Indiana University and an MBA from the University of Florida. He is a member of Financial Planners Association of Miami.

Personal Interests

Lonny enjoys spending time with family. He is an avid tennis player and traveler. He is a Board of Trustee member of AMIkids Greater Fort Lauderdale.


Lonny’s Office

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