Christian D. Searcy Jr. CFP®, CPWA®, AIF®, MBA
Christian emphasizes holistic planning as the key to achieving wealth management goals. He started in the financial services industry in 1999 and, after spending two decades at UBS Financial Services, co-founded Pursuit Wealth Management in 2019. Christian earned his bachelor’s degree in Economics from the University of Virginia and his MBA from Duke University’s Fuqua School of Business. He is also a licensed Certified Financial Planner (CFP®), a Certified Private Wealth Advisor (CPWA®), and an Accredited Investment Fiduciary (AIF®).
Christian makes his home in North Palm Beach with his wife and two children. When not working, Christian enjoys fishing, boating, and traveling with his family. He serves as the President of the University of Virginia Alumni Club and has served on the Audit Committee of the Village of North Palm Beach.
Melanie Martinez McDonald, CFP®, CDFA®, CEPA®
Melanie makes her home in Greenacres with her husband and daughter. In her free time, she enjoys the outdoors, traveling and spending time with family and friends. She serves as the president of the Palm Beach County Canes Club (University of Miami) and has volunteered with the Women’s Foundation of Florida, and the Cystic Fibrosis Foundation of Palm Beach County.
Vincent F Cuomo
Vincent has been in the financial services industry for over 24 years. Early on in his career he had the privilege to work with one of the largest financial advisory groups in the world, where he focused on Comprehensive Financial Planning for the clients of the Private Bank Division of Merrill Lynch. Most recently, at the Private Client Group of City National Bank, he ran their Specific Strategic Lending Divisions. He possesses a wide wealth of knowledge in lending and corporate services.
Vincent puts significant emphasis on being his clients’ fully trusted financial confidant. He prides himself on delivering unparalleled service and advice creating deep and lasting relationships. These relationships have helped him to build one of the largest professional networking groups in South Florida. This group, which comes together bi-monthly to meet, also has a charitable emphasis. To date, Vincent’s group has raised over $250,000 for non-profit organizations.
Vincent makes his home in Palm Beach Gardens with his wife and two children. When not working, he enjoys many different sports, and spending time with family and friends. He serves as a Board Member on the Citizens Advisory Committee to the Board of Governors of The Florida Bar, the Legal Aid Society of Palm Beach County and Sunfest LLC.
Beth Thomas, CRPC®
Registered Client Relationship Manager
Beth has been in the Financial Services Industry for over 20 years. As a Registered Client Relationship Manager, she prides herself in providing excellent client support and prompt professional service. She attained her Professional Designation as (Chartered Retirement Planning Counselor) CRPC® and holds a Life and Variable Annuities insurance license.
Beth is originally from Monmouth County, New Jersey and has been in Florida since 1999 and currently makes her home in Palm City, with her husband. In her free time, she enjoys spending time with her children and grand babies. When time allows, she also enjoys painting, spending time at the beach and outdoor activities
Client Relationship Manager
Taryn entered the financial services industry, at 19 years old, beginning her career in retail banking at Truist. Throughout her time in banking, Taryn was exposed to and took on a varying set of responsibilities that allowed her to gain a wealth of knowledge and experience before transitioning into Wealth Management in 2022. You can often find Taryn with a pleasant attitude and a bright smile; she prides herself on her ability to patiently work with our clients in order to provide phenomenal service and solutions. She keeps an open line of communication and is proactive in following up to make sure we as a firm are providing our clients with top-of-the-line care.
Taryn is an aspiring student at Florida Atlantic University pursuing a degree in Business Administration & Management. In 2021, she purchased her first home in Palm Beach County. Taryn values financial education within the youth and aspires daily to find different ways to set her and her future up for success. In her spare time she enjoys traveling, creating art, and spending time with her kitties and snake.