I have been in the financial services industry since 1990 as an advisor for firms such as UBS, Smith Barney and Well Fargo Advisors, before joining Raymond James in 2021 as a Senior Vice President. I brought my financial advisory practice to Raymond James because of the firm’s market leadership position, depth, breadth of financial services, strategies, and conservative management style. Fluent in Spanish, I also lead our team's international client base where I apply my offshore investment experience by helping our foreign-based clients. My focus is in portfolio research, construction and management. I apply my knowledge and experience to our group's consultative, team-based approach. Working closely with my business colleagues on designing portfolio strategies that implements our tailored planning. Our mission is simple: To bring confidence, knowledge, and comfort to our valued clients. Our goals are straightforward: To help you Build, Manage, Protect, and Transfer wealth. With over 60 years of combined experience and the backdrop of Raymond James you can feel comfortable knowing you are in capable hands. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of AZ, CA, CT, DC, FL, GA, MA, MD, NJ, NY, SC, TX, UT, VT