“Our mission is to empower clients to achieve financial independence and to maintain the retirement and lifestyle they earned through proactive planning, innovative wealth strategies and impeccable service.”
Jon W. Ulin, CFP®
A Wealth of Insight® blog
Mastering Your Wealth® radio show
Jon W. Ulin, CFP®, Private Wealth Advisor, is the founder and Managing Principal of Ulin & Co. Originally from Philadelphia, Jon graduated Cum Laude in 1996 with a BBA in Accounting from Temple University to then work for a regional CPA firm. Jon established Ulin & Co. in 2002 while with Ameriprise Financial before transitioning our firm to LPL Financial in 2009.
Jon is a sought after speaker for both community and corporate events and is often quoted by national news and media outlets. He has worked over the years with many Fortune 500 regional locations as well as with local businesses, organizations and municipalities to provide turn-key benefits, retirement, investment and personal finance workshops as part of our Work-site Financial-Ed (WFE) services.
Jon works primarily as a ‘fee-based’ investment advisor and is responsible for all aspects of our clients’ portfolio management and financial planning services. He received the LPL Financial Freedom Club Recognition (2011–2017). This distinction is based on an annual production ranking of approximately 13,100 advisors nationwide. This achievement demonstrates a strong commitment to vibrant business growth and exceptional client service.
Growing up in Philadelphia and putting himself through college, the American values of hard work, loyalty and integrity were ingrained in Jon from an early age. Ulin & Co. is rooted in these values by providing exceptional service and advice at every step.
Jon leads a very active and healthy lifestyle. He resides in Boca Raton, Florida with his wife, Erin.
Read More: Awards & Recognition
Professional Associations and affiliations
-Financial Planning Association – Planner Search (FPA)
-Human Resource Association of Palm Beach County (HRPBC)
-Society for Human Resource Management (SHRM)
-Boca Raton Historical Society (BRHS)
-Temple Alumni Association (TU)
*Securities registrations: Series 7 & Series 66 held through LPL Financial.
How Jon Benefits You
Jon provides strategic direction for the firm and is the public face of Ulin & Co. Wealth Management. Jon is responsible for all aspects of our clients’ portfolio management and financial planning services. He is committed to innovation, market research, cutting edge technology, ongoing learning and creating solid client relationships.
Branch Operations Manager
An integral part of Ulin & Co., Donna brings over 30 years of experience to our firm with a background in branch operations, compliance, accounting, management and customer service.
Originally from Long Island, New York, Donna has worked for many high profile banks and organizations. Her most notable achievement was as the regional VP of Operations for SunTrust Banks in Palm Beach County where she oversaw the daily operations and internal compliance systems of 22 branches.
Donna has been providing accounting and consulting services to small and medium sized businesses for many years through Donna Munaco Accounting & Consulting.
Donna has happily resided in Boca Raton for most of her life. One of her main interests is volunteering for the Boca Raton Community Garden. This non-profit organization partners with the Junior League to donate food and resources to Boca Helping Hands.
How Donna Benefits You
A strong leader as well as a team player, Donna’s responsibilities include branch administration, compliance and bookkeeping as well as working directly with Jon and our clients with timely service requests.
Client Relationship Manager
Marnie brings a wealth of experience from major Wall Street firms including the Carlyle Group and Lehman Brothers from fund research to trading commercial paper, bonds, foreign currencies and swap markets.
Marnie relocated from New York to Parkland with her kids and husband to be closer to family. Marnie earned her bachelor’s degree in economics from the University of Michigan and has additional certifications with Quickbooks and experience with visual basic programming.
How Marnie Benefits You
Marnie works to facilitate and enhance client relationships and service capabilities between our clients, financial advisors and our account custodians.
Marnie is responsible for assisting clients with any requests or operational issues including paperwork procedures and processing to facilitating the on-boarding of new clients.
Our IFP Strategic Partners
Ulin & Co. is an affiliate of Independent Financial Partners (IFP).
Aaron Gillman, CFP ®, CFA
Chief Investment Officer
Aaron serves as the Chief Investment Officer for Independent Financial Partners and is President of IFP Wealth Management. As the head of the IFP Investment Advisory Committee, Aaron leads the IFP research team in conducting ongoing analytical economic, market and investment research and due diligence, along with providing sophisticated portfolio construction and management resources for affiliated financial advisors and their clients. Aaron earned his Bachelor’s degree in Finance from the University of Florida.
William Hamm, CFP®, CFA, CLU
Bill is CEO and founder of Independent Financial Partners (IFP). Bill began his career in financial planning in 1983 with the CIGNA Corporation. He grew his private practice for almost 20 years when, in 2000, he had the opportunity to acquire an OSJ group of 10 advisors operating on the hybrid RIA platform within what was formerly known as Mutual Services Corporation (a broker-dealer later to be acquired by LPL).
Growing from 10 advisors in 2000 to now over 500 nationwide, IFP is the largest advisor group in the nation with LPL Financial. IFP was also recognized in by Forbes in 2013 and ranked as one of the “Top 50 Wealth Managers in the Nation.” What has most significantly contributed to this growth is Bill’s philosophy that the advisor comes first, and you can see this focus weaved into the entire fabric of the IFP value proposition.
Bill holds a bachelor’s degree in Economics from the University of Florida (UF) and earned his master’s in Financial Services from the American College in Pennsylvania. He also holds a Bachelor’s degree in Business Administration with majors in Accounting and Finance from the University of South Florida.
Plan now for a better tomorrow!
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The most significant issue clients have today about their relationship with their Financial Advisor is that they feel like a number. Experience the difference of working with an accredited advisor and experienced team that truly cares about what matter most to you and your family.
How may we help you reach your goals? Call (561) 210-7887 to get started today.