Josefine A. Troneby

Josefine brings structure and attention to detail to her role as a financial advisor, helping her clients know what to expect from her and enabling her to work toward heightened service. She goes beyond just managing clients’ accounts, offering in-depth financial planning that takes their entire financial picture into consideration. She looks at income, assets and liabilities, then helps clients navigate whatever life throws in her clients’ way.

Prior to becoming a financial advisor, Josefine worked as a client service associate for Helius Wealth Management. She attended Keiser University, where she received a Bachelor of Business Administration degree in finance. She holds Series 7 and 66 securities licenses and won two national championship titles in college soccer. Her years of playing soccer in her role as team captain have given her a competitive mindset and cause her to pursue efficiency in everyday life, taking responsibility and helping others reach their potential.

On a day-to-day basis, Josefine helps clients achieve happiness through pursuit of their financial goals, whether planning for retirement, starting a family, paying off debt or saving through college. From young professionals in the early stages of their careers to small business owners and retirees, she is there to guide clients through their entire financial journey.

Outside the office, Josefine plays coed soccer with her fiancé, Craig. She loves to live an active lifestyle and travel to new places. Born and raised in Sweden, she lives in West Palm Beach and works in Palm Beach Gardens, Florida.