David Gomez De Armas

Advisor at Wells Fargo Clearing — Coral Gables, FL Alhambra Cir 8th

Updated today

Credentials

Series 66

Experience

2 years

Location

Coral Gables, FL 33134

Wells Fargo Clearing logo

Wells Fargo Clearing

Institution

Total advisors

14,141

Across 1,490 offices

Clients per advisor

92 Typical

Avg AUM per client

$475,575 High

HNW client ratio

50% Very High

About

David Gomez De Armas serves as a Senior Resident Director and Wealth Management Advisor at Merrill, where he focuses on developing personalized wealth management strategies tailored to the unique needs of his clients. Since beginning his financial services career in 1998, David has worked with high-net-worth individuals, closely held businesses, foundations, endowments, and nonprofit organizations. His expertise includes discretionary investment portfolio management, asset allocation, investment selection, and performance tracking to help clients achieve their financial objectives.

David holds a Bachelor of Science in Civil Engineering from Rochester Institute of Technology, graduating magna cum laude, and earned an MBA in Finance from Rutgers University. Prior to joining Merrill, he worked as a structural engineer specializing in bridge design and construction management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). David is actively engaged in his community, serving as Vice President of the Metuchen Golf & Country Club and participating in the Knights of Columbus.

Outside of his professional work, David enjoys golfing and spending time with his family. He resides in Metuchen, New Jersey, with his wife, Debbie, and their children, Matthew and Mia.

Client services

Based on Wells Fargo Clearing

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Wealth management Family Business Business Financial Management Retirement income strategy College savings (529s, UTMA, etc.)

Occupation focus

Executive

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Fee options

Fixed

One-time service fees payable immediately after service; ongoing fees paid quarterly

Percentage

$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually

Commissions

Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions

Other

Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable

Location

See office

Coral Gables, FL Alhambra Cir 8th

396 Alhambra Cir 8th Fl

Coral Gables FL 33134

Advisors at this office

103

Most active in

Florida · Texas

Work history

2 years of industry experience

Wells Fargo Clearing

2026 - Present • 1 year

Coral Gables, FL

Merrill

2022 - 2026 • 4 years

Miami, FL

Unemployed

2022 - 2022 • 1 year

Hialeah, FL

TD Bank

2021 - 2022 • 1 year

Hialeah, FL

Florida State University Student

2021 - 2021 • 1 year

Tallahassee, FL

Publix

2021 - 2021 • 1 year

Tallahassee, FL

Florida State University Student

2017 - 2021 • 4 years

Tallahassee, FL

Coldstone Creamery

2016 - 2017 • 1 year

Doral, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Daniel M

CFP®, Series 65

Coral Gables, FL

Blackpoint Capital Partners

Daniel Mesa is a Co-Founder & Partner at BlackPoint Capital Partners, where he leads clients through comprehensive financial planning, investment management, and retirement strategy development. He works with individuals and businesses around the world, offering tailored solutions to meet both domestic and international financial goals. Daniel specializes in Cross-Border Financial Planning, helping clients manage the complexities of investing and building wealth across multiple countries. His guidance ensures clients remain financially secure and strategically positioned, wherever life takes them. As a CERTIFIED FINANCIAL PLANNER® professional, Daniel acts as a fiduciary and adheres to the profession’s highest ethical standards. His deep knowledge of global financial systems makes him a trusted advisor for international investors, expatriates, and global enterprises. Daniel earned his Bachelor of Arts in Chinese and Government from Hamilton College and holds a Certificate in Financial Planning from NYU. Known for his client-first approach, he is committed to helping clients build lasting financial security and independence. BlackPoint Capital Partners LLC, through its advisers, offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number: 288833.

Wealth management General retirement planning Gifting strategies Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Scientific Professional Oil & Gas Biotech Professional Expats Approaching retirement Established Professionals
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Steven E

Coral Gables, FL

Eber Capital Management

Steven Eber is the sole advisor at Eber Capital Management in Coral Gables, FL, with 21 years of industry experience and over 45 years at his firm. He has focused on independent, fee-based advisory services throughout his career. Eber Capital Management provides discretionary portfolio management primarily for individuals, IRAs, trusts, family estate-planning accounts, and pension and profit-sharing plans. The firm emphasizes a buy-and-hold equity strategy centered on larger companies with strong financials and multi-year growth prospects, managing client accounts with full discretion subject to client-directed restrictions.

Active portfolio management
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Michael L

Series 63, Series 65

Coral Gables, FL

Ladin Financial Group, Inc.

Michael Ladin is the principal of Ladin Financial Group, Inc., an independent advisory firm based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory work, he owns and operates Ladin Consulting Group, Inc., which involves insurance sales, and American Outback Expeditions, a vacation rental business. Ladin Financial Group provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a modern portfolio theory approach with globally diversified portfolios and often delegates security selection and trading to outside managers while retaining oversight and model selection responsibilities.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.)
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Lawrence W

CFP®, ChFC®, Series 63, Series 65

Miami Beach, FL

ECF Wealth, Inc.

Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Passive / index investing
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Thiago S

Series 65

Miami, FL

Maway LLC

Thiago Silva is a financial advisor at Maway LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Maway LLC since 2017, following a one-year tenure at Prodigy Network. Maway LLC provides ongoing portfolio management and prepares customized Investment Policy Statements to align client portfolios with their goals, time horizons, and risk tolerance. The firm serves individuals, high-net-worth clients, and business entities, employing a long-term investment approach that integrates cyclical, fundamental, modern portfolio theory, and technical analysis, with recommendations including ETFs, mutual funds, fixed income, real estate funds, precious-metal ETFs, venture capital, and private placements.

Real estate investing
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Ernesto M

Series 65

Coral Gables, FL

MULTUS Asset Management

Ernesto Moreno is a financial advisor at MULTUS Asset Management with 15 years of industry experience. He holds a Series 65 designation and has worked at firms including Avila Pay SL and First Capital & Supplies. Moreno is also a stakeholder in MULTUS Consulting C.A., a financial and economics consulting firm based in Venezuela. MULTUS Asset Management provides discretionary investment advisory services primarily to high-net-worth individuals and private companies, including foreign clients. The firm combines macroeconomic analysis with fundamental security selection, offering tailored portfolios across various asset classes and servicing employee benefit plans as a fiduciary.

Active portfolio management Concentrated stock management Options & derivatives strategies
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