SpirePoint Private Client Welcomes $350 Million Advisor Team, Opens New Palm Beach Gardens Office

Two New Advisors Will Enhance Client Services, Including Customized Portfolio Management, Advanced Tax and Estate Planning and Multi-Generational Family Governance

SpirePoint Now Represents More than $1.5 Billion in Held Client Assets 

PALM BEACH GARDENS, Fla., Aug. 29, 2025 /PRNewswire/ -- SpirePoint Private Client (SpirePoint), a multi-custodial Registered Investment Advisor (RIA) serving high-net-worth families and advisors, today announced it has welcomed two new advisors, along with their expert support professionals, as part of its strategic expansion in Palm Beach Gardens. The firm has opened an office in the prestigious DiVosta Towers South. With the addition of the new team, SpirePoint now represents more than $1.5 billion in total client assets.

The new office has added R. Jamie Marceaux, Robert Scarborough, Kim Orsi and Amani Gaballa, all formerly of Morgan Stanley. The team most recently managed approximately $350 million in client assets.

"Jamie, Rob, Kim and Amani built an incredible client-centric business based on shared values, which will enhance the way we serve our growing client base in South Florida," said Susie Zimmerman, Chief Operating Officer and Managing Director of Operations at SpirePoint. "Their expertise and long-standing relationships further strengthen our capabilities and align with our mission of delivering uncompromised, client-first advice."

The Team:

• R. Jamie Marceaux, CFP^® started in the financial services industry in 1999 while finishing college in Wisconsin. He joined a major Wall Street firm in 2003 and still retains clients from his first year there. Prior to his career in the financial industry, he served in the Air Force, earning an Air Force Achievement Medal.
• Robert Scarborough spent the first 16 years of his career at Merrill Lynch, working his way from intern to client services associate and finally financial advisor. He joined Morgan Stanley in 2015, where he remained for the next decade. Rob continued to develop his practice, personalizing financial strategies built around each client's goals.
• Kim Orsi has over 40 years of experience in the investment industry, including over 17 years of experience with Morgan Stanley. She is a former Operations Manager, Compliance Manager and Assistant Vice President.
• Amani Gaballa brings more than 35 years of experience in the investment industry, with over two decades at Merrill Lynch and 10 years at Morgan Stanley. Throughout her career, she has held various roles that deepen her expertise in client service and financial planning support. While at Merrill Lynch, she earned a Financial Planning Foundations certificate.

Marceaux added, "As we considered how best to serve our clients, independence was the clear choice, but we knew we wanted to join an established brand, one respected in the community and supported by best-in-class, national platforms. SpirePoint represented everything we wanted and needed to succeed in this space. Not only do we share values and an approach to client service, but our relationship with Susie goes back decades, and we understand and respect the way this entire team does business. Working with SpirePoint represents the best path forward for our clients and our team."

New Office

The expansion underscores SpirePoint's commitment to providing clients with independent, conflict-free guidance backed by the security and scale of leading custodians, including Goldman Sachs and Charles Schwab. With its flagship office in Vero Beach, founded by Trent Leyda, Kay Campione and Jim Beindorf, SpirePoint continues to grow its presence in Florida's most dynamic wealth markets while maintaining its boutique, family-office style approach.

"Our clients value independence and institutional-grade safety," said Trent Leyda, CEO of SpirePoint Private Client. "Opening an office in Palm Beach Gardens allows us to serve more families and advisors in South Florida while staying true to our model of high-touch, relationship-driven service. And I'm thrilled that Jamie, Rob, Kim and Amani will be heading this effort in the area."

The Palm Beach Gardens office will serve as a hub for delivering comprehensive wealth management and family-office services, including customized portfolio management, advanced tax and estate planning strategies, multi-generational family governance and exclusive client experiences.

The Palm Beach Gardens office is located in DiVosta Towers South at 3825 PGA Blvd., Suite 1005, Palm Beach Gardens, FL 33410. The main office line is (561) 867-0008, and the team can be emailed at [email protected].

About SpirePoint Private Client
SpirePoint Private Client is an independent, multi-custodial RIA and family-office style wealth management firm with offices in Vero Beach and Palm Beach Gardens, Florida. The firm specializes in delivering conflict-free, client-empowered advice, combining institutional-grade security with a boutique, high-touch approach.

Media Contact:
Susie Zimmerman
SpirePoint Private Client
Phone: 772-251-5774
Email: [email protected]+ 

SOURCE SpirePoint Private Client