Catalina Ballestas is a financial advisor with Bolton Securities Corporation holding a Series 66 designation and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, JPMorgan Securities, and PricewaterhouseCoopers. Bolton Global Asset Management, where she is affiliated, provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm employs a long-term investment approach using diversified portfolios that include mutual funds, ETFs, equities, and fixed income, supported by a network of independent advisers and third-party managers.

Avard Dow Jr. is a Series 63 licensed financial advisor with Bolton Securities Corporation, bringing 56 years of industry experience. He has been associated with Bolton Global Asset Management since 2007 and Bolton Global Capital since 2006, serving as a Senior Financial Advisor and Portfolio Manager. Outside of his advisory role, he owns a rental property managed as a personal activity. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an adviser-driven approach that tailors portfolios to client goals using a range of investment vehicles with a generally long-term orientation.

Luisa Muro is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and 19 years of industry experience. She previously worked at Morgan Stanley from 2011 to 2023 before joining Bolton Global Asset Management and Bolton Global Capital. Outside of her advisory role, she is the owner and manager of Venti8 Inc., a personal business established in 2023. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an independent adviser representative model with a long-term investment approach that incorporates mutual funds, ETFs, equities, and fixed income, alongside tactical trading and rebalancing.

William Dow is a financial advisor with Bolton Securities Corporation and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Bolton Securities since 2006. Dow is also co-owner and managing director of Dow Capital Management, LLC, an investment advisory business. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and retirement plans. The firm’s approach involves tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation and access to third-party managers and wrap-fee platforms.

Maria Fernandez is a Series 66-licensed financial advisor with Bolton Securities Corporation in Miami, FL, with 18 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2015. Outside of her advisory roles, Maria owns Beginning Anew Coaching, LLC, a transitional coaching company focused on advising women on retirement strategies. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, and banks. The firm’s approach is IAR-driven, tailoring portfolios to client goals and risk tolerance through mutual funds, ETFs, equities, and fixed-income securities, with a generally long-term orientation.

Graciela Perez is a financial advisor with Bolton Securities Corporation in Miami, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Bolton Global Asset Management and Bolton Global Capital since 2015. Perez is also co-owner and managing partner of Perez Wealth Management, LLC, through which she operates securities and investment advisory businesses. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individual and high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s investment approach is driven by independent advisor representatives who tailor portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical trading and rebalancing.

Soraya Batista Garcia is a financial advisor at Bolton Securities Corporation with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has been associated with Bolton Global Asset Management and Bolton Global Capital since 2016. She is co-owner and managing partner of Batista Advisors LLC and PWA Family Office, LLC, entities involved in investment advisory services and advisor support programs. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, institutional, and charitable clients. The firm offers customized portfolio management through a network of independent advisers, emphasizing a long-term approach while employing a variety of investment vehicles and strategies.

Erick Mejia is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2021, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Erick is also the owner and manager of Mejia Capital, LLC, which operates securities and investment advisory businesses. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an independent adviser representative model, offering tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, with a long-term investment approach that allows for tactical adjustments.

Nicholas Milana is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Bolton Global Asset Management since 2016 and at Delta Equity Services Corp since 2003. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charities, corporations, retirement plans, and financial institutions. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, balancing long-term strategies with tactical adjustments.

Ivan Palacino is an investment advisor representative at Bolton Securities Corporation with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bolton Global Asset Management and Bolton Global Capital since 2023. Prior to that, he spent eight years with Morgan Stanley Private Bank and nine years with Morgan Stanley. He is also the owner of Pala Capital, LLC, which operates Bolton securities and investment advisory businesses. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s investment approach is advisor-driven, focusing on tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities with a generally long-term orientation while allowing tactical adjustments.

Norvin Ulloa Gonzalez is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors. He is also the owner of Ulloa & Company, LLC, a Florida entity for securities and investment advisory business, and is co-owner and manager of Stiwar Investments, S.R.L., an entity based in the Dominican Republic. Bolton Global Asset Management serves individual, corporate, institutional, and charitable clients with customized wealth management, offering portfolio management through a network of independent advisor representatives. The firm employs a variety of investment vehicles and strategies, blending long-term approaches with options for shorter-term trades and model portfolios.

Flavio Gonzalez is a financial advisor with Bolton Securities Corporation in Brownsville, TX, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Bolton Global Asset Management and Bolton Global Capital since 2008. Outside of his advisory roles, Gonzalez is co-owner of GMFE Group, LLC, which operates under the names GEF Financial Group and GEF Insurance, involved in securities, investment advisory, and fixed insurance sales. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks or trusts. The firm’s IAR-driven approach tailors portfolios using a range of investment vehicles, maintaining a generally long-term orientation while allowing tactical adjustments.

Maryam Matta is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and J.P. Morgan Securities. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients, employing a long-term investment approach with diversified portfolios that include mutual funds, ETFs, equities, and fixed income. The firm operates through a network of independent advisers and offers both discretionary and non-discretionary portfolio management.

Eduardo Suarez is a financial advisor with Bolton Securities Corporation, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. He has worked at Bolton Global Asset Management and Bolton Global Capital since 2018, and previously held roles at JPMorgan Securities LLC, JPMorgan Chase, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of finance, he manages Teak Accents, LLC, a woodworking business that creates and sells home accents. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporate and institutional clients, and fiduciary entities. The firm offers customized portfolio management through a network of independent advisers, employing a long-term investment approach with flexibility for shorter-term strategies.

Martin Talmasky Silbert is a financial advisor at Bolton Securities Corporation with 27 years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at CitiGroup and Insigneo Advisory Services. He is the owner of Aires Capital Advisors, LLC, a flow-through entity for tax purposes. Bolton Global Asset Management provides asset management and financial planning services to individual, corporate, and institutional clients. The firm uses a mix of internal management, unaffiliated money managers, and third-party programs, focusing on long-term portfolio strategies with a variety of investment vehicles.

Ricardo Morean is a financial advisor with Bolton Securities Corporation in Miami, FL, holding a Series 66 designation and over 30 years of industry experience. He has worked at Bolton Global Capital since 2016 and previously at Banco Santander International. Morean serves as Managing Director for Bolton Global Capital and Brightstone Capital, where he is also a managing partner. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm employs an IAR-driven approach, using a range of investment vehicles with a long-term orientation while allowing tactical adjustments.

Fernando Panizzutti is a financial advisor with Bolton Securities Corporation, holding a Series 66 designation and 21 years of industry experience. He has previously worked with Bolton Global Asset Management, Bolton Global Capital, BTG Pactual US Capital, LLC, and Wells Fargo Advisors. Outside of his advisory role, he owns a consulting entity and a business in Brazil operating real estate unrelated to his financial services. Bolton Global Asset Management provides asset management and financial planning to individual, corporate, institutional, and charitable clients. The firm uses a long-term investment approach with a range of portfolio management options, employing a combination of internal and third-party managers, and offers services through an affiliated broker-dealer network.

Thomas Holubiak is a financial advisor at Bolton Securities Corporation with 12 years of industry experience. He holds the Series 66 designation and has worked at Bolton Securities Corp and Bolton Global Capital since 2017, following five years at Commonwealth Financial Network. He is also licensed to offer life, health, and disability insurance products as an insurance broker. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s advisor-driven approach customizes portfolios using mutual funds, ETFs, equities, and fixed-income securities, combining long-term strategies with tactical trading and rebalancing.

Richard Benoit is a financial advisor with Bolton Securities Corporation and Bolton Global Asset Management, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Bolton Global Capital and Bolton Global Asset Management since 2011 and currently serves as Vice President of Finance and Corporate Development at Dow Software, LLC. Outside of finance, he owns and manages the Red Barn Saloon, a live music venue with an associated online store. Bolton Global Asset Management provides asset management and financial planning services to individuals, corporations, institutions, and charitable organizations. The firm offers customized wealth management using a range of investment vehicles, emphasizing a primarily long-term approach while incorporating various trading strategies.

Cynthia Nims is a financial advisor with Bolton Securities Corporation, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been associated with Bolton Global Asset Management and Bolton Global Capital since 2011. Outside of her advisory role, she is president of Family Legacy Partners, Inc., an entity created to operate securities and investment advisory businesses, and serves as trustee of the Family Legacy Partners Inc 401K plan. Bolton Global Asset Management provides discretionary and non-discretionary asset management and financial planning services to a diverse client base, including individuals, high-net-worth investors, charitable organizations, corporations, retirement plans, and banks. The firm’s approach is tailored through a network of independent investment adviser representatives, using a range of investment vehicles with a generally long-term orientation while allowing tactical adjustments.