Experience

Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Xavier A. Aguayo

Senior Vice President–Wealth Management

Financial Advisor

The thrill of having a role in a person's life is what drives me the most. My lifelong talent is listening to people and becoming their trusted advisor. Every financial recommendation comes from a consultative thought process. I serve wealthy individuals who are serious about enhancing their standard of living and want to optimize their financial lives. I approach my clients in an educational manner and emphasize the areas of financial planning and strategic wealth planning.

Registered States:
  • CA
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • NV
  • NY
  • OH
  • PA
  • PR
  • SC
  • VA
  • VI
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

William J. Serralles

Senior Vice President–Wealth Management

Financial Advisor

I enjoy playing a significant role in the financial well being of families and corporations. My early focus on equities and my experiences on Wall Street have made me a better risk manager. I take time to thoroughly analyze each case before making any recommendations. My areas of focus are strategic planning and tactical decision making. My service model is a fully integrated platform, catering primarily to high and ultra high net worth families and corporations.

Registered States:
  • CA
  • DC
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • MI
  • MN
  • NV
  • NY
  • OH
  • PR
  • SC
  • VA
  • VI
250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me

Alanna Maldonado

Client Associate

250 Munoz Rivera Avenue
A.I Plaza, 16th Floor
San Juan, PR 00918

Email Me