Special Needs Answers
Morgan Stanley
One in five people in the U.S. will have some type of special need or disability in their lifetime, according to the USDA. Whether Down syndrome, autism or a genetic disorder, it may affect their entire lives without the hope of a cure.
The Apex Point Group at Morgan Stanley
Jeffrey S. Embree is a First Vice President and Advisor within the Wealth Management Division of Morgan Stanley and a founding partner of the Apex Point Group, with team offices in New York, New York and Boca Raton, Florida.
ACT for Life Services
Bio coming soon!
Special Needs Wealth Planning
As the son of a college professor (Dr. Herbert Ringel, PhD, Physics), Michael’s passion for teaching began at a very early age. While his father wanted him to pursue the same noble profession, Michael’s mathematical mind and entrepreneurial spirt led him down a different path... (read more)
Miriam Davidson Esq.
For more than 25 years, Miriam Davidson, Esq. has been dedicated to providing skilled and caring representation on legal, financial and care matters to protect your rights and interests and those you love.
Old Castle Financial Advisors
For the entirety of my career, I have dedicated myself to providing top-notch financial advice and service to my clients in the financial services industry.
Clear Harbor Asset Management
Matthew is Financial Planner and Investment Manager at Clear Harbor Asset Management. His planning practice focuses on the unique scenarios encountered by individuals with special needs and their families. Matthew's sister, Joanna, has a developmental disability and Lenn... (read more)
The Cormac McEnery Law Firm
An active advocate for the rights and welfare of senior citizens, Cormac McEnery is well-respected in his areas of practice. He regularly speaks on elder law and estate planning topics.
One in five people in the U.S. will have some type of special need or disability in their lifetime, according to the USDA. Whether Down syndrome, autism or a genetic disorder, it may affect their entire lives without the hope of a cure. Or it may develop due to an accident, catastrophic illness and cognitive decline fr...
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Jeffrey S. Embree is a First Vice President and Advisor within the Wealth Management Division of Morgan Stanley and a founding partner of the Apex Point Group, with team offices in New York, New York and Boca Raton, Florida. A dedicated learner throughout his career and a passionate industry impactor, Jeff is a member...
(212) *** ****
As the son of a college professor (Dr. Herbert Ringel, PhD, Physics), Michael’s passion for teaching began at a very early age. While his father wanted him to pursue the same noble profession, Michael’s mathematical mind and entrepreneurial spirt led him down a different path. After pursuing his CPA and MBA...
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For more than 25 years, Miriam Davidson, Esq. has been dedicated to providing skilled and caring representation on legal, financial and care matters to protect your rights and interests and those you love. We can help individuals protect themselves before an accident, disability, illness or death occurs. This way, your...
(212) *** ****
For the entirety of my career, I have dedicated myself to providing top-notch financial advice and service to my clients in the financial services industry. To help ensure that I am at the pinnacle of my industry, I have completed my Ph.D. in Financial and Retirement Planning at The American College. I hold a Master of...
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Matthew is Financial Planner and Investment Manager at Clear Harbor Asset Management. His planning practice focuses on the unique scenarios encountered by individuals with special needs and their families. Matthew's sister, Joanna, has a developmental disability and Lennox-Gastaut...
(646) *** ****
An active advocate for the rights and welfare of senior citizens, Cormac McEnery is well-respected in his areas of practice. He regularly speaks on elder law and estate planning topics. Practice areas: Asset protection Elder law Healthcare proxies and living wills Estate litigation Estate planning Medicaid eligibility...
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