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Alexander B

Series 63, Series 65

Miami, FL

Coral Wealth Management, LLC

Alexander Bublick is a financial advisor at Coral Wealth Management, LLC in Miami, FL, holding Series 63 and Series 65 credentials with three years of industry experience. His career includes positions at Stifel, Nicolaus & Company, Morgan Stanley, and Valley Financial Management, among others. Coral Wealth Management serves individuals, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, pension consulting, and Health Savings Account advisory services. The firm employs a model-based investment approach using firm-designed portfolios tailored to client risk tolerance and objectives, primarily utilizing ETFs alongside fundamental analysis and both long- and short-term strategies.

General retirement planning
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Dennis C

Series 63, Series 65

Miami, FL

Coral Wealth Management, LLC

Dennis Coral is a financial advisor at Coral Wealth Management, LLC in Miami, FL, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including International Assets Investment Management, Kovack Securities, and SunTrust Advisory Services. In addition to his advisory work, Mr. Coral is a licensed life insurance agent, assisting clients with insurance decisions. Coral Wealth Management serves individual clients, including high-net-worth households, as well as charitable organizations and corporate clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and advisory services for Health Savings Accounts, utilizing firm-developed model portfolios focused primarily on exchange-traded funds.

General retirement planning
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