Professional Advisory Services Inc

Robert Polackwich is a CFA® charterholder with 23 years of industry experience, currently serving at Professional Advisory Services, Inc. since 2001. He holds a Series 65 license and is based in Vero Beach, FL. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans, charities, and business entities. The firm employs a combined top-down and bottom-up fundamental analysis approach to construct diversified portfolios focused on high-quality equities and investment-grade bonds, supported by a formal investment committee and comprehensive performance reporting.

Christopher Connett is a ChFC® with Professional Advisory Services, Inc., where he has worked since 2011. He is based in Vero Beach, FL, and is part of a nine-advisor team. Professional Advisory Services, Inc. manages discretionary portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm uses a combination of top-down and bottom-up fundamental analysis to construct diversified portfolios focused on high-quality equities and investment-grade bonds, supported by formal performance reporting and specialized institutional services.

Christopher Brown is a financial advisor with Professional Advisory Services Inc. in Vero Beach, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, all with the same firm since 2000. Professional Advisory Services Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients. The firm employs a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios focused on high-quality equities and investment-grade corporate and municipal bonds.

David Jaffe is a financial advisor at Professional Advisory Services Inc. in Vero Beach, FL, holding a Series 65 designation with 32 years of industry experience. He has been with Professional Advisory Services, Inc. since 1992. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm uses a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios focused on high-quality equities and investment-grade bonds, supported by an internal investment committee and advanced analytical tools.

Jordan Bieber is a ChFC® and Series 66-registered financial advisor with 10 years of industry experience. He has worked at Professional Advisory Services, Inc. since 2018 and previously held roles at Bank of America and Merrill Lynch. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and a range of institutional clients, including corporate pension plans and charities. The firm employs a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios focused on high-quality equities and investment-grade bonds.

Christopher Steele is a CFP® with 26 years of industry experience and has been with Professional Advisory Services, Inc. since 2007. He holds Series 63 and Series 65 licenses and is based in Vero Beach, FL. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm employs a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios primarily focused on high-quality equities and investment-grade corporate and municipal bonds.

Carol Bieber is a financial advisor at Professional Advisory Services, Inc. with 26 years of industry experience. She holds a Series 65 designation and has been with Professional Advisory Services since 1998. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm employs a combination of top-down and bottom-up fundamental analysis to construct diversified portfolios focused on high-quality equities and investment-grade bonds, supported by an internal investment committee and comprehensive client reporting.

Kelly Meinders is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Professional Advisory Services Inc. She previously worked at Morgan Stanley and Morgan Stanley Private Bank and is also a real estate sales associate with Weichert Realty Hallmark Properties. Professional Advisory Services Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients. The firm employs a combination of top-down and bottom-up fundamental analysis to construct diversified portfolios focused on high-quality equities and investment-grade bonds.

Jeremy Goldberg is a CFP® and CFA® with eight years of industry experience. He has worked at Professional Advisory Services, Inc. since 2018 and previously held roles at Mozaic, LLC and Raymond James And Associates. He is based in Vero Beach, FL. Professional Advisory Services, Inc. manages discretionary investment portfolios for individuals, high-net-worth clients, trusts, retirement accounts, and various institutional clients including corporate pension plans and charities. The firm employs a combined top-down and bottom-up fundamental analysis approach to build diversified portfolios focused on high-quality equities and investment-grade bonds, supported by formalized performance reporting and detailed compliance controls.