Planning Your Financial Freedom

Planning Your Financial Freedom

Meet Our Team

    Mario Basilone

    Co-Founder & President

    Lenny Tomson

    Co-Founder & CEO

    Domenick Mancini

    Co-Founder & Financial Advisor

  • Tyler Boccia

    Director of Client Services

    Danielle Basilone

    Financial Advisor

  • Adam Mentzer

    Adam Mentzer

    Financial Advisor

Mario Basilone

Co-Founder & President

Lenny Tomson

Co-Founder & CEO

Prior to being the CEO and Founder of Palm Wealth Partners, I held a senior management role at Equitable. With more than 17 years of experience, I have helped many individuals and families build and maintain wealth. In my younger years, I would wonder why certain people lived one way and others lived another. That is what drove me to work extensively within the wealth planning sectors, and to this, I have dedicated my life and love. To ease my clients’ concerns as they and their families grow is one of my favorite parts of being a trusted financial advisor.

I hold a bachelor’s and a master’s degree from the University of Florida (Go Gators!). I am a Certified Financial Planner (CFP) and Certified Public Accountant (CPA). When not meeting with my clients, I enjoy the outdoors and spending quality time with my son, Liam, and my dog, Doby. I also enjoy working out and volunteering for several worthy charities in my spare time.

Fun Fact: Been skydiving and survived!!

Domenick Mancini

Co-Founder & Financial Advisor

Domenick Mancini is a founding partner and financial advisor with Palm Wealth Partners. Domenick dedicates his time to working with individuals and businesses to create customized strategies to help them achieve their financial objectives. He is also a leading member of our wealth management and investment committee which drives the asset allocation, risk management, and overall strategy of our client portfolios. His goal as a fiduciary is to maintain the highest standard of care and professionalism for all his clients.

Domenick understands everyone has different goals and investing history, which motivates him to build personalized plans tailored to his client’s needs. Throughout his career, he has seen the positive impact that planning, investing, and consistency have had on the families he consults with. He is committed to building long-lasting quality relationships that will place his clients in the best position to achieve their financial goals now and in the future.

Domenick holds the FINRA Series 7, 24, and 66, and is licensed to offer Life, Health, and Variable Annuities. He also holds a bachelor’s degree in Management from Florida Atlantic University where he competed as a student-athlete prior to his professional baseball career with the Washington Nationals. In his spare time, he enjoys spending time with his family, traveling, working out, and taking his dog to the park.

 

Tyler Boccia

Director of Client Services

Tyler Boccia is the Director of Client Services and Financial Professional with Palm Wealth Partners based in South Florida. Tyler is committed to helping his clients reach their financial goals, working primarily with business owners, professionals, and families. Tyler focuses primarily on Retirement Strategies including Pension Maximization, Annuities, Life & Health Insurance, Long-term Care, Disability Insurance, and College Planning.

Tyler has a history of working in the information technology and services industry with a Bachelor of Science from Florida State University. He combines his personal service and leadership skills with Palm Advisors’ to provide a cornerstone of service and strategy. Tyler works directly with all of the Palm Wealth Partners Advisors in assisting their clients to get the best service and experience possible.

Tyler was born and raised in South Florida. He holds the FINRA Series 7 and 65 securities registrations and is licensed to offer Life, Health, and Variable Annuities in Florida. In his spare time, Tyler enjoys spending time with his wife and two sons and hanging out with friends. He currently resides in Boca Raton, Florida

Danielle Basilone

Financial Advisor

Adam Mentzer

Adam Mentzer

Financial Advisor

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