The Goal of Our Team
Is to Help You Gain a Winning Game Plan

Our passion is to:

  • Act in your best interests . . . always,
  • Find solutions to your complex problems, and
  • Take on the burden of the many details of managing your wealth.

Meet our Financial Team

Bob Grillo bio headshot
Bob Grillo, CFP®, AIF®
Managing Partner, Founder, Tempus Advisors Registered Principal, RJFS
Van Betta bio headshot
Van Betta
Financial Advisor Registered Series 7 and Series 63
Wilmot D. Lee bio headshot
Wilmot (Bill) D. Lee III, AIF®
Financial Advisor Licensed Life, Disability and Long-Term Care Insurance
Aimee Marcus bio headshot
Aimee Marcus
Registered Client Service Advisor Registered Series 7 and Series 63
Sunny McManus Grillo bio headshot
Sunny McManus Grillo
Compliance Manager, TA Registered Sales Assistant, RJFS

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Greenwich | New York | Miami

Back to Top

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Tempus Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2019 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy Policy   |   Terms of Use