ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1989. I help clients succeed by taking the time to understand my clients’ unique needs, and directing teams of specialists — often working closely with other client advisors, such as attorneys and accountants — to provide services that help clients achieve their goals. I particularly specialize in working with successful business owners, especially those considering a transition event such as the sale of the company, raising private equity, or transitioning the business to the next generation.

I live in Pinecrest, Florida, and serve clients in primarily the Miami and Fort Lauderdale areas, although I am not limited by geography. I am fluent in Spanish. I enjoy spearfishing, mountain biking and other outdoor activities, as well as spending time with friends and family. I am committed to serving my community, working as a member of the Orange Bowl Committee (Finance Committee) and board member of Amigos of the Cuban Heritage Collection at the University of Miami Libraries. Previously, I was Founding Chair of the Alliance of M&A Advisors’ South Florida Chapter, Founder of the Healthcare Leadership Insights Conference and member of Baptist Health South Florida Foundation’s Miami Cardiac & Vascular Institute board.

My areas of focus: Business owners, Executives, Retirees, Wealth creators

Education

  • Georgetown University: Bachelor of Science, finance
  • The Wharton School of Business at the University of Pennsylvania: Master of Business Administration, finance
MY OFFICE

 

2525 Ponce de Leon Blvd STE 300
Coral Gables, FL 33134

advisor address map to2525 Ponce de Leon Blvd STE 300
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.