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$5+ trillion
In invested assets globally
As of 11/07/2023
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Vice President–Wealth Management
As a financial advisor in Financial Services industry since 2005, I have 14 years of expertise in up and down markets. I pride myself in helping clients reach their long-term goals by balancing strategic planning with tactical adjustments along the way. The last 6 years of my practice, I have had my headquarters in the Aventura and Miami Beach markets where my family resides.
Attention to detail, good listening skills and great empathy are symbols of my appreciation to my clients. I am effectively supported by a team of administration, group benefits and investment products specialists whose teamwork and professionalism help me build long-term relationships and high-level customer service with my limited and exclusive client base.
I attended university locally, while I cared for my ailing grandmother, at Florida International University, which is where I received my Bachelor’s degree in international business and finance. Currently, I am pursuing my CFP designation and plan to complete it by March 2020.
My family consist of six members, Kristen my wife, Drakos, my son, Alyssa my daughter, Skye and Loki my wonderful dogs. They all remind me how important it is to help others succeed in reaching their financial goals so that you can spend more time with those you love. Together we enjoy many outdoor activities like basketball, volleyball, golf, water parks, and visiting Disney.
Education
Vice President–Wealth Management
As a financial advisor in Financial Services industry since 2005, I have 14 years of expertise in up and down markets. I pride myself in helping clients reach their long-term goals by balancing strategic planning with tactical adjustments along the way. The last 6 years of my practice, I have had my headquarters in the Aventura and Miami Beach markets where my family resides.
Attention to detail, good listening skills and great empathy are symbols of my appreciation to my clients. I am effectively supported by a team of administration, group benefits and investment products specialists whose teamwork and professionalism help me build long-term relationships and high-level customer service with my limited and exclusive client base.
I attended university locally, while I cared for my ailing grandmother, at Florida International University, which is where I received my Bachelor’s degree in international business and finance. Currently, I am pursuing my CFP designation and plan to complete it by March 2020.
My family consist of six members, Kristen my wife, Drakos, my son, Alyssa my daughter, Skye and Loki my wonderful dogs. They all remind me how important it is to help others succeed in reaching their financial goals so that you can spend more time with those you love. Together we enjoy many outdoor activities like basketball, volleyball, golf, water parks, and visiting Disney.
Education
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$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
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