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TOP 30 High net worth investment services in Florida
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Bliss Wealth Management
Bliss Wealth Management is a leading financial institution located at 817 South University Drive in Plantation, Florida. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services, including investment management, retirement planning, estate planning, and more. At Bliss Wealth Management, we prioritize personalized service, strategic planning, and a commitment to excellence. Contact us today to schedule a consultation and start on the path to financial success.
Merrill Lynch Financial Advisor Paul Greyson
Merrill Lynch Financial Advisor Paul Greyson is located at 200 South Biscayne Boulevard in Miami, Florida, United States. Paul works with an exclusive group of Ultra-High-Net-Worth investors and investment managers, drawing from his firsthand experience in working with UHNW families and as an independent investment manager. He believes in treating all clients as if they are members of his own family, understanding the complexities of building significant wealth. With a background in launching and managing a hedge fund and working as an Analyst for Morgan Stanley, Paul graduated from Northwestern University with a B.S. in Communications Studies. Outside of work, he enjoys playing racquet sports, exploring new restaurants in Miami, and collecting art. Merrill Personal Wealth Analysis™ is offered to build and document personalized financial plans centered on clients' goals and aspirations. Paul's mission is to understand each client individually, asking thoughtful questions and designing personalized plans to help them achieve their financial objectives while managing investment risk. By focusing on potential solutions tailored to each client's unique circumstances, Paul aims to turn goals into reality.
Merrill Lynch Financial Advisor Jorge A Gonzalez
securities or other financial instruments. The information provided does not take into account your particular investment objectives, financial situation or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any information in this material, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue. The Merrill Lynch Financial Advisor Jorge A Gonzalez institution, located at 200 South Biscayne Boulevard in Miami, Florida, offers personalized financial strategies tailored to clients' goals and objectives. With a background in finance and marketing, Jorge Gonzalez is dedicated to building enduring client relationships and providing honest guidance. He works with high-net-worth families to help them accumulate, preserve, and transfer wealth through portfolio and liability management.
Bank of America Private Client Advisor Paul J. Yates
Bank of America Private Client Advisor Paul J. Yates is a Senior Vice President offering personalized financial services in Fort Lauderdale, Florida. With a focus on high-net-worth clients and non-profit organizations, Paul provides strategic guidance in wealth management, estate planning, investment management, and philanthropy. He has a dedicated team of experts to assist with various financial needs, including credit and lending strategies for luxury assets. Paul has been with Bank of America since 2009 and has a background in finance and investment management. He is actively involved in the community and serves on various boards and organizations. Bank of America Private Bank has a rich history of helping clients achieve their financial goals, with a commitment to personalized service and innovative solutions. Please note that by visiting the website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is important to consult with legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all services offered.
Merrill Lynch Private Wealth Advisor Louis J Chiavacci
Merrill Lynch Private Wealth Advisor Louis J Chiavacci, located at 355 Alhambra Circle in Coral Gables, Florida, is a leading institution in the finance industry. With a focus on keeping your priorities front and center, Louis Chiavacci and his team provide industry-leading research and expert analysis to help you stay ahead. Recognized on Barron's list of the “Top 1,200 Financial Advisors: State by State” in Florida in 2022, as well as on the “Top 100 Financial Advisors” list in 2021, Louis brings over thirty years of experience in providing wealth management advice to high net-worth families. As a Managing Director and International Private Wealth Advisor at Merrill Private Wealth Management, Louis is dedicated to meeting your specialized needs with relationships based on trust and personalized service. With a background in finance, Louis has also been involved in educating and inspiring future business leaders, serving as a volunteer adjunct professor at the University of Miami Graduate School of Law and working with the Graduate School of Business at Indiana University.
Bank of America Private Client Advisor Trace Shapiro
Bank of America Private Client Advisor Trace Shapiro is a premier financial institution located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, United States. As a dedicated private client advisor, Trace Shapiro provides personalized financial solutions and expert guidance to high-net-worth individuals and families. With a focus on wealth management, investment strategies, and financial planning, clients can trust in Trace Shapiro's expertise to help them achieve their financial goals and secure their financial future. Experience the exceptional service and tailored financial solutions that Bank of America Private Client Advisor Trace Shapiro has to offer.
Merrill Lynch Financial Advisor Michael A Saviano
Merrill Lynch Financial Advisor Michael A Saviano, located at 401 East Las Olas Boulevard in Fort Lauderdale, Florida, is dedicated to providing personalized wealth management services to high-net-worth individuals, families, and business owners. With over 20 years of experience in the financial industry, Michael Saviano and his team at The Saviano Group focus on understanding each client's unique story and aspirations to develop customized strategies to help them achieve their financial goals. As a Retirement Accredited Financial Advisor, Michael is well-equipped to assist with employee benefit plans, offering strategic investment guidance and enhanced risk management. The team at The Saviano Group is committed to building long-term relationships based on trust and personalized service, ensuring that each client receives exceptional care and attention to detail.
Merrill Lynch Private Wealth Advisor Frank D Di Rocco
Merrill Lynch Private Wealth Advisor Frank D Di Rocco, located at 701 Brickell Avenue, Miami, Florida, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on high-net-worth families, Juan Carlos develops personalized wealth management solutions based on risk tolerance, time horizon, liquidity needs, and overall investment goals. He collaborates with professionals such as attorneys and CPAs to develop wealth transfer strategies and family governance solutions. Juan Carlos, a graduate of the University of Florida with a Master of Laws degree from the University Of Nice School Of Law in Nice, France, is fluent in Spanish, French, and English. He has been named to Forbes "Best-in-State Wealth Advisors" list from 2018-2023 and is a member of the Society of Trust and Estate Practitioners (STEP).
Bank of America Private Client Advisor Jose Pujol
Bank of America Private Client Advisor Jose Pujol, located at 701 Brickell Avenue in Miami, Florida, is a finance institution dedicated to serving high-net-worth individuals, families, and businesses. Senior Vice President Jose Pujol takes pride in simplifying the complex financial lives of his clients by providing personalized strategies to help pursue their financial goals. With extensive experience in areas such as capital-raising, cash management, and wealth transfer, Jose offers strategic guidance on credit and lending opportunities, tax minimization, trust and estate planning, and more. By working closely with clients and their advisors, Jose develops customized strategies tailored to their specific needs and priorities. As a part of Bank of America Private Bank, Jose and his team provide a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial objectives. From preserving wealth to planning for future growth, the institution is dedicated to making clients' goals a top priority. With a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate the complexities of the financial landscape and provide a bridge across generations.
Julie Morris Axelrod - Morgan Stanley
Julie Morris Axelrod - Morgan Stanley is a finance institution located at 1200 South Pine Island Road in Plantation, Florida. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, Julie Morris Axelrod - Morgan Stanley is dedicated to providing personalized financial solutions tailored to meet the unique needs and goals of each client. Whether you are looking for investment advice, retirement planning, or wealth management services, you can trust Julie Morris Axelrod - Morgan Stanley to help you navigate the complexities of the financial world with confidence and expertise.
Pilar Estrella - Morgan Stanley
Pilar Estrella - Morgan Stanley is a leading financial institution located at 1200 South Pine Island Road in Plantation, Florida, United States. With a strong reputation for excellence in the finance industry, Pilar Estrella - Morgan Stanley offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides personalized advice and solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Pilar Estrella - Morgan Stanley is committed to providing expert guidance and support every step of the way.
Merrill Lynch Private Wealth Advisor Max A Figueroa
Merrill Lynch Private Wealth Advisor Max A. Figueroa, located at 200 South Biscayne Boulevard in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. Private wealth advisors with Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution prides itself on advisors who have received recognition from financial industry publications and Bank of America Corporation. The institution offers strategies designed to help clients achieve their goals, providing access to services typically reserved for large institutions. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges. The institution offers a single point of efficient financial service for various needs, providing concierge-like responsiveness and personalized strategies.
Merrill Lynch Private Wealth Advisor Michael J Beckerman
Merrill Lynch Private Wealth Advisor Michael J Beckerman, located at 355 Alhambra Circle, Coral Gables, Florida, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. Louis J. Chiavacci, a Managing Director and International Private Wealth Advisor, provides personalized wealth management advice to high net-worth families with over thirty years of experience. Recognized on Barron's list of the “Top 1, 200 Financial Advisors: State by State” and the “Top 100 Financial Advisors” list, Louis is committed to meeting specialized needs with trust and personalized service. As a client of Merrill Private Wealth Management, individuals, families, business owners, and executives have access to services and resources typically reserved for large institutions. The private wealth advisors at Merrill are rigorously trained to understand clients' goals, develop multigenerational wealth strategies, and provide ongoing support and updates as needed. With a goals-based wealth management approach, clients are at the center of every personalized strategy.
Merrill Lynch Financial Advisor Enrique Falla
Merrill Lynch Financial Advisor Enrique Falla is located at 200 South Biscayne Boulevard in Miami, Florida. Enrique Falla, Jr. is a Senior Vice President International Wealth Advisor with over 14 years of experience in financial and sales management. He specializes in working with high net worth families and their businesses, drawing on his extensive multinational background. Enrique holds an MBA in International Business and a BA in Business Administration from the University of Miami. He is actively involved in the community and values building personalized financial plans centered on individual goals. With a focus on understanding clients' priorities and evolving needs, Enrique offers tailored investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management. Whether planning for retirement, saving for education, or managing wealth transfer, Enrique is dedicated to helping clients achieve their financial goals. Through ongoing communication and adjustments to financial approaches, Enrique aims to guide clients through life's changes and market fluctuations. As a registered advisor in multiple states, Enrique Falla is committed to providing personalized service and investment insights to help clients live their best financial life.
Pioneer Family Office
Pioneer Family Office is a premier finance institution located at 3323 Northeast 163rd Street in North Miami Beach, Florida. As a leading family office, we provide comprehensive financial services tailored to meet the unique needs of high-net-worth individuals and families. Our team of experienced professionals offers personalized wealth management, investment advisory, estate planning, and tax optimization strategies to help our clients achieve their financial goals. With a focus on integrity, transparency, and excellence, Pioneer Family Office is dedicated to providing exceptional service and value to our clients.
The Pickard Poser Group - Morgan Stanley
The Pickard Poser Group at Morgan Stanley is a renowned finance institution located in Aventura, Florida, United States. With a team of experienced professionals, they provide expert financial advice and services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, The Pickard Poser Group offers personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellence for all your financial needs.
Merrill Lynch Financial Advisor Corey B. Daniels
Merrill Lynch Financial Advisor Corey B. Daniels, located at 701 Brickell Avenue, Miami, Florida, United States, is a finance institution dedicated to managing your wealth through a personalized approach. With a deep understanding of your financial goals and priorities, Corey can create a flexible strategy tailored to today's market conditions. By offering access to investment insights from Merrill and banking solutions from Bank of America, Corey is committed to helping you pursue your goals through personalized wealth management strategies. Corey Daniels follows the Merrill tradition of community involvement, volunteering with local organizations to give back. Through the Merrill Personal Wealth Analysis™, Corey can build a personalized plan centered on your goals and aspirations. By focusing on what matters most to you - whether it's transferring wealth, planning for retirement, or funding a child's education - Corey works to develop a financial approach that aligns with your values and priorities.
Merrill Lynch Financial Advisor Lesya Pelyushko
Merrill Lynch Financial Advisor Lesya Pelyushko, located at 19495 Biscayne Boulevard, Aventura, Florida, United States, is a finance institution supported by the global resources of Merrill. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. They focus on understanding each client's family, goals, and priorities, adapting their approach as these factors evolve over time. By asking thoughtful questions and listening carefully, the advisors at Merrill Lynch work to create personalized financial plans that help clients pursue their goals while managing investment risk. With access to investment insights from Merrill and banking solutions from Bank of America, the team at Merrill Lynch works with clients to develop strategies to address their financial needs. Through conversations, the advisors help clients identify and prioritize their goals, providing advice and guidance to help them stay informed and on track. By utilizing tools like the Investment Personality Assessment, Merrill Lynch is able to customize financial approaches to align with each client's unique preferences and aspirations. With a focus on helping clients achieve their goals, the advisors at Merrill Lynch Wealth Management work to build and document personalized plans centered on what matters most to each individual. By regularly reviewing and adjusting financial approaches as needed, the team at Merrill Lynch aims to help clients stay on track to achieve their goals. Through a dedicated one-on-one relationship, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives, offering personalized investment strategies and comprehensive financial solutions. With a commitment to always putting clients first, the advisors at Merrill Lynch strive to help each individual live their best financial life.
Murray Street Capital Advisors
Murray Street Capital Advisors is a finance institution located at 1845 Southeast 4th Avenue in Fort Lauderdale, Florida. Our team of experienced financial advisors provides expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or navigate complex financial decisions, our team is here to help. With a focus on personalized service and a commitment to integrity, Murray Street Capital Advisors is dedicated to helping clients build and protect their wealth. Contact us today to learn more about how we can help you achieve financial success.
Marco E Edmiston - Morgan Stanley
Marco E Edmiston - Morgan Stanley is a finance institution located at 100 North Tampa Street in Tampa, Florida, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Marco E Edmiston - Morgan Stanley is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, this institution is committed to providing personalized solutions tailored to your individual needs.
Kent, Valdes, Hays Group - Morgan Stanley
Kent, Valdes, Hays Group at Morgan Stanley is a leading financial institution located in Plantation, Florida. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on long-term growth and stability, we offer a wide range of investment strategies tailored to each client's unique needs. Visit us at 1200 South Pine Island Road to learn how we can help you secure your financial future.
Bette Hochberger, CPA, CGMA
Welcome to Bette Hochberger, CPA, CGMA – an elite boutique firm located at 3980 North 42nd Terrace, Hollywood, Florida, delivering cutting-edge accounting services, business consulting, and financial guidance to ambitious professionals and business owners. With a focus on industries driving South Florida’s economy, such as real estate investment and foreign investor-backed companies, Bette specializes in catering to clients with overseas business interests. Bette, an MIT alumna, supports VC-funded startups in Boston and beyond, as well as Florida’s medical, legal, and business professionals. As Florida’s business-friendly climate attracts talent from high-tax states, Bette offers expertise in swiftly establishing Florida domicile and minimizing taxation from former states.
Baum Book
Baum Book is a specialized accounting and finance institution located at 120 East 4th Avenue in Mount Dora, Florida, United States. Our services cater to individuals who have achieved a certain level of success and wealth but are too busy to manage the tedious financial tasks that come with it. Whether you need assistance with remembering bill due dates, insurance renewals, tax payments, or creating accurate NBVs for your passive-income streams or property investments, Baum Book is here to help. We can also create amortization schedules and track loan repayments for those who provide loans to friends or family.
Perry & Group, CPA, LLC
Perry & Group, CPA, LLC is a leading accounting and finance institution located at 900 North Olive Avenue in West Palm Beach, Florida, United States. Our team of experts specializes in helping small businesses thrive, assisting high net worth individuals in securing their financial future, and supporting all clients in reaching new levels of success. With a focus on providing personalized and tax-efficient plans tailored to each client's specific goals, we are dedicated to helping our clients achieve financial success. Led by our experienced Partners, including founder Jarrett A. Perry CPA CGMA and Michael Merritt CPA, with over 40 years of combined Certified Public Accounting and Tax services experience, we are known for successfully taking new tax positions that save our clients money. Our firm offers exceptional accounting, tax, and financial services, personalized for each client's unique financial plan. In addition, we go beyond traditional CPA services by offering comprehensive financial planning solutions through our registered investment advisory firm, Coastal Way Financial Group, LLC.
Strategy's Insurance & Financials LLC
Strategy's Insurance & Financials LLC is a comprehensive financial services institution located at 5264 North University Drive in Lauderhill, Florida. Specializing in accounting, finance, health, and insurance services, our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking to secure your financial future, protect your assets, or plan for your retirement, we are here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.
Alonso Domingo CPA
Alonso Domingo CPA is a reputable accounting and finance institution located at 5805 Waterford District Drive in Miami, Florida, United States. Specializing in international and domestic tax planning and compliance, business consulting, and client accounting services, Alonso Domingo caters to individuals and businesses in various industries such as real estate, hospitality, transportation, and investment companies. With a diverse client base including high-net-worth individuals and closely held businesses operating both in the U.S and abroad, Alonso Domingo ensures that every client receives personalized attention and top-notch service. He is dedicated to being available to clients seeking solutions at all times and takes pride in being a valued member of the Miami banking community. Alonso Domingo holds a Bachelor's degree from the University of Puerto Rico at Rio Piedras and a Master's degree from the University of Puerto Rico at Mayagüez. As a member of PrimeGlobal, a global association of independent accounting firms and business advisors, Alonso Domingo is committed to providing expert financial services to clients while upholding the highest standards of professionalism and integrity. Please note that PrimeGlobal does not offer professional services directly to clients, and each member firm operates independently as a separate legal entity.
PNC Private Bank
PNC Private Bank, located at 1549 Ringling Boulevard in Sarasota, Florida, is a prestigious financial institution offering personalized wealth management services to high-net-worth individuals and families. With a team of experienced advisors, PNC Private Bank provides tailored solutions to help clients achieve their financial goals and preserve their wealth for future generations. Whether you are looking for investment advice, estate planning assistance, or banking services, PNC Private Bank is committed to providing exceptional service and expertise to help you make informed financial decisions.
PNC Private Bank
PNC Private Bank, located at 227 Royal Poinciana Way in Palm Beach, Florida, is a prestigious financial institution offering personalized wealth management services to high-net-worth individuals and families. With a focus on providing tailored solutions and expert advice, PNC Private Bank helps clients navigate complex financial landscapes and achieve their long-term goals. As a trusted partner in financial planning and investment management, PNC Private Bank is committed to delivering exceptional service and building lasting relationships with its clients.
SunShine Global Financial
SunShine Global Financial is a reputable finance institution located at 3324 West University Avenue in Gainesville, Florida, United States. With a focus on providing top-notch financial services, SunShine Global Financial offers a wide range of solutions for individuals and businesses looking to manage their finances effectively. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, loans, or financial planning, SunShine Global Financial is here to help. Visit us today to learn more about our services and how we can assist you in reaching your financial objectives.
Champion Capital
Champion Capital is a prestigious financial institution located at 3510 Kraft Road in Naples, Florida, United States. With a strong focus on providing top-tier financial services and investment opportunities, Champion Capital is dedicated to helping clients achieve their financial goals and secure their financial future. Our team of experienced professionals is committed to delivering personalized and strategic financial solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, Champion Capital is here to guide you every step of the way.
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