About Our Palm Beach Gardens Office
Located on the popular PGA Boulevard across from The Gardens Mall, the BNY Mellon Palm Beach Gardens office provides access to a wide range of customized wealth planning, investment management and financial planning services. Clients have convenient local access to BNY Mellon’s extensive global resources, delivered with personal, high touch service.
Want to talk to someone from our Palm Beach Gardens office?
Get in touch and put our experienced Palm Beach Gardens based team to work on your behalf.
Office Hours
Mon - Fri: 8:30 AM-5:30 PM ET
Contact
Office Phone: (561) 693-4544
Check Verifications & Banking Inquiries:
(800) 830-0549
Client Access
Support for BNY Mellon Wealth Online:
(800) 880-5631
Local Leadership
Our Palm Beach Gardens Team
Kent Moegerle
Regional President- Southeast Region
Monica Van Tassel
Senior Client Strategist
William Greenman Jr.
Senior Director- Wealth Manager
Susan August
Senior Wealth Manager, Fiduciary Specialist
Want to know more?
Send us an email and we’ll schedule a call that works for you.