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Our Team

Advisors

Glenn E. Stephenson CFP®

Managing Director
908-849-7900
glenn.stephenson@ibexwealth.com

James J. Varaklis

Managing Director
Chief Compliance Officer
908-849-4800
james@ibexwealth.com

Philip Rongo ChFC® CLU®

Managing Director
973-538-7030
Philip.rongo@ibexwealth.com

Denise P. Anderson MBA

Wealth Manager
908-840-1025
denise@ibexwealth.com

Andre Rapoport CFP®

Financial Advisor
908-849-7910
andre@ibexwealth.com

Phil Rongo III MS

Wealth Manager
561-939-7914
Phil.rongo@ibexwealth.com

Charles Rongo

Wealth Manager
561-939-7912
charlesrongo@ibexwealth.com

Staff

Melissa DiDia

LPL Registered Client Relationship Manager
908-849-7901
Melissa.didia@ibexwealth.com

Elise Sorge

Client Relationship Manager
973-867-1303
elise.sorge@ibexwealth.com

Cheryl Andrew

LPL Registered Client Relationship Manager
908-849-7921
cheryl@ibexwealth.com

Maryann Ruiz

Administrative Associate
908-849-7915
maryann@ibexwealth.com

Let's talk to find out how we can help you pursue financial freedom

 
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

 

Locations

500 S Australian Ave, Suite 600
West Palm Beach FL 33401 


135 US Highway 202 206, Suite 4
Bedminster NJ 07921

888-325-8925
908-849-7900
561-277-8188

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  • Home
  • About
    • Our Team
    • Why IBEX
    • Who We Serve
    • Individuals
    • Institutions
    • Our Process
  • Services
  • Resources
    • Blog
    • Events
    • FAQs
  • Client Login
  • Contact

LPL Financial Form CRS

Investment advice offered through Ibex Wealth Advisors, A Registered Investment Advisor, and a separate entity from LPL Financial. Securities offered through LPL Financial, member FINRA/SIPC. The financial professionals associated with IBEX Wealth Advisors may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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