Our Team

 
David J Siegel

David J Siegel, CFP®, CLU®, ChFC®

Financial Advisor
Office 561-284-8115

Dave graduated from Florida State University with his Bachelor’s degree in Business Management and Finance. As a collegiate lacrosse player, he learned what it meant to work as a team. Since college, he has been recognized as a national industry leader. He is committed to ensuring the well-being of his clients, which is why he became a Certified Financial Planner™ and obtained his FINRA Series 7, 6, 65 and 63. His extensive educational background and industry experience allow him to bring a fresh perspective to comprehensive financial planning.

Dave currently resides in North Palm Beach, Florida with his wife, Chrissie, who is a pediatrician at St. Mary’s Hospital. He enjoys excercising, traveling, and reading personal development books.

 
Christopher M Ballerano

Christopher M Ballerano

Associate Financial Advisor
Office 561-284-8126

Chris began his career with the Siegel Financial Group in 2013 where he designs and implements customized financial plans. Chris received his BA in Business Management from Lynn University which has influenced his role at our firm where he is responsible for 401k rollovers, investment account transfers, setting up systematic contributions, and other logistics to help fulfill the financial needs of our clients. He currently holds his FINRA Series 6, Series 66, as well as his 2-15 Life, Health, and Variable Annuity Insurance license, and is actively pursuing more industry knowledge to better serve clients.

 

Outside of work, Chris enjoys spending time with his wonderful wife, Monica. His passions include traveling, attending the Florida Panthers’ hockey games, and playing the drums for his band, Saved by the 90s.

 

 
Maxim Frederic Zoete

Maxim Frederic Zoete

Financial Representative

Max began his career with Northwestern Mutual in 2015 as an intern and quickly developed a passion for financial planning. He joined the Siegel Financial Group in 2018 as a Financial Advisor dedicated to helping clients create a plan to achieve their financial goals. He started his education at the University of North Florida where he played Division I soccer for two years before transferring to Florida State University, where he earned a B.S. in Finance. He currently holds his FINRA Series 6, Series 63, and his 2-15 Life, Health and Variable Annuity Insurance License.  

Max resides in his hometown of West Palm Beach. Outside of work he is an avid golfer, and also enjoys boating and spending time with his family. 

 

Julia Lockwood

Director of Operations and Client Service
Office 561-284-8100

Julia joined the Siegel Financial Group as the Director of Operations and Client Service in 2020. She received her BA in Business Management from Florida Atlantic University with a focus in Leadership. Julia’s main responsibilities include onboarding new investment & insurance clients, scheduling client reviews, and managing underwriting. She also fulfills the role of Executive Assistant to David Siegel managing his calendar and client events

Currently, Julia resides in Deerfield Beach, Florida. Her interests outside of the office include painting, hiking, and spending time at the beach. 

 

David J Siegel, CFP®, CLU®, ChFC®
Financial Advisor


Siegel Financial Group

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck