Established in 1965, the South Florida Stock & Bond Club is one of the largest and longest-running organizations of equity-oriented professionals in Florida. It provides an outstanding format for companies to meet with and present to an active and influential audience.
◾Members are registered representatives, investment advisors, bank trust officers and portfolio managers.
◾Member firms include: Merrill Lynch, Morgan Stanley, UBS-Paine Webber, Wachovia , Smith Barney, A.G. Edwards and Raymond James.
◾Portfolio managers include Evergreen Aggressive Growth Fund, Palm Beach Capital Management, ABT Funds, Philadelphia Fund, Baxter Financial and Franklin Templeton Funds.
◾Advisory services include: Consensus of Insiders, Invest/Net Group, Keating Investment Management, Southeast Corporate Services and Baker Research.
◾125 dues-paying members
◾Database of 550 industry professionals
◾Typical attendance of 80-90 members
◾Over $10 billion in collective assets under management.
◾Exposure on the club’s website and in emails.
Presentations are held at the Boca Country Club!
Present your company at the South Florida
Stock & Bond Club. Reserve your seat today and present
your company, products/services for greater
exposure and recognition.
Contact us with your request by completing the Stock & Bond Club Presenter Submission Form below and we will contact
you with our requirements.
The location of the Boca Country Club is 17751 Boca Club Blvd. Boca Raton, FL 33487; which is on the west side of Congress across from Costco. Ph: (561) 447-3600; turn left before the guard gate and proceed to the parking - right lot. Please note: The dinner entre is Prime Rib, if you require a vegetable plate, you must let us know when you respond to the invitation. We need to let the Club know before the meeting.
If you would like to present your company at an upcoming meeting, please contact:
Steven Kashian: email@example.com
Contact Number: (561) 654-7350
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