Leticia L. Santiago

Leticia L. Santiago Email and Phone Number

Founder CEO | Managing Director | RIA, Family Office, Wealth Protection @ Fortis Private Wealth Advisors
Leticia L. Santiago's Location
Miami-Fort Lauderdale Area, United States
About Leticia L. Santiago

Leticia L. Santiago is a Founder CEO | Managing Director | RIA, Family Office, Wealth Protection at Fortis Private Wealth Advisors. She possess expertise in family office, investment advisory services, innovation ecosystem, financial advisory, private wealth management and 9 more skills.

Leticia L. Santiago's Current Company Details
Fortis Private Wealth Advisors

Fortis Private Wealth Advisors

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Founder CEO | Managing Director | RIA, Family Office, Wealth Protection
Employees:
3
Leticia L. Santiago Work Experience Details
  • Fortis Private Wealth Advisors
    Founder Ceo|Managing Director
    Fortis Private Wealth Advisors Mar 2015 - Present
    Miami, Florida
    FOCUS: RIA, Family Office, Wealth Protection, Advisory, Private Wealth Management, Wealth Management, UHNW, Investment Strategy, Innovation and Technology, Financial Education, Financial Reporting, Independent Financial Advice, Registered Investment Advisor, Wealth Advisor, High Net Worth, Risk Management, Wealth Protection, Tax Advantaged, Leverage, Liability Management, Direct Investments, PPLI, Estate Planning, Tax Advantaged Investments, Tax Efficiency, Transparent Fees, Innovative Resources
    View
  • Rbc Wealth Management
    Senior Vice President | Financial Advisor
    Rbc Wealth Management May 2009 - Mar 2015
    Miami, Florida
    FOCUS: Private Wealth Management, Wealth Management, UHNW, Investment Strategy, Financial Education, Wealth Advisor, High Net Worth, Risk Management, Wealth Protection, Tax Advantaged, Leverage, Liability Management, Direct Investments, PPLI, Estate Planning, Tax Advantaged Investments, Transparent fees, Estate Planning, Tax Efficiency, Insurance
    View
  • Ubs
    Senior Vice President | Financial Advisor
    Ubs Dec 2002 - May 2009
    Miami, Florida
    FOCUS: Family Office, Advisory, Private Wealth Management, Wealth Management, UHNW, Investment Strategy, Financial Education, Financial Reporting, Independent Financial Advice, Registered Investment Advisor, Wealth Advisor, High Net Worth, Risk Management, Wealth Protection, Tax Advantaged, Leverage, Liability Management, Direct Investments, PPLI, Estate Planning, Tax Advantaged Investments, Tax Efficiency, Transparent Fees, Innovative Resources
    View
  • Merrill Lynch, Pierce, Fenner & Smith Limited
    Vice President | Financial Consultant
    Merrill Lynch, Pierce, Fenner & Smith Limited Oct 1986 - Dec 2002
    Miami, Florida
    FOCUS: Private Wealth Management, Wealth Management, UHNW, Investment Strategy, Financial Education, Wealth Advisor, High Net Worth, Risk Management, Wealth Protection, Leverage, Liability Management, Estate Planning, Tax Efficiency
    View

Leticia L. Santiago Skills

Family Office Investment Advisory Services Innovation Ecosystem Financial Advisory Private Wealth Management Tax Advantaged Investment Strategies Latin America Uhnw International Insurance Life Insurance Health Insurance General Insurance Wealth Protection

Leticia L. Santiago Education Details

Frequently Asked Questions about Leticia L. Santiago

What company does Leticia L. Santiago work for?

Leticia L. Santiago works for Fortis Private Wealth Advisors

What is Leticia L. Santiago's role at the current company?

Leticia L. Santiago's current role is Founder CEO | Managing Director | RIA, Family Office, Wealth Protection.

What schools did Leticia L. Santiago attend?

Leticia L. Santiago attended Miami Dade College.

What skills is Leticia L. Santiago known for?

Leticia L. Santiago has skills like Family Office, Investment Advisory Services, Innovation Ecosystem, Financial Advisory, Private Wealth Management, Tax Advantaged Investment Strategies, Latin America, Uhnw, International, Insurance, Life Insurance, Health Insurance.

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