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Andrea B
Series 66
Aventura, FL
Aventura Private Wealth, LLC
Andrea Bruno is a financial advisor at Aventura Private Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Andrea joined Aventura Private Wealth in 2024 after roles at Insigneo Advisory Services LLC and Insigneo Securities LLC. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, high-net-worth clients, families, trusts, charitable organizations, foundations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions.
Shmuel M
Series 66
Aventura, FL
Aventura Private Wealth, LLC
Shmuel Maya is a financial advisor at Aventura Private Wealth, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Chase Bank N.A. and J.P. Morgan Securities LLC. He is also the owner of Aventura Private Insurance, LLC, where he is involved in insurance product sales. Aventura Private Wealth provides portfolio management, investment analysis, and incidental financial planning to individuals, families, trusts, charitable organizations, foundations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions while conducting regular portfolio reviews.
Patrick S
Series 63, Series 66
Aventura, FL
Aventura Private Wealth, LLC
Patrick Simon is a financial advisor at Aventura Private Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and JP Morgan Chase. Outside of his advisory role, Simon serves as secretary on the Yorker Condominium Board Volunteers in Miami. Aventura Private Wealth provides portfolio management, investment analysis, and financial planning services to individuals, families, trusts, charitable organizations, and corporations. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to guide asset allocation and trading decisions, and it conducts regular portfolio reviews integrating model outputs with advisor judgment.
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