William Conn is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His prior experience includes roles at Raymond James & Associates and JPMorgan Chase Bank and J.P. Morgan Securities. He serves as managing director of W.J. Conn Capital Corp. and acts as successor trustee to a family trust. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm delivers customized, long-term portfolio management and financial planning through a national network of independent investment adviser representatives.

David Wilson is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His career includes roles at VOYA Financial Advisors and Choice Financial Planning, and he has served in the Civil Air Patrol since 2005. Outside of his advisory work, Wilson is involved in aviation organizations, including serving as treasurer for the Experimental Aircraft Association chapter and the Red River Valley Fighter Pilots Association, and he acts as an admission liaison officer for the USAF Academy. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a network of independent advisors. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management alongside financial planning and third-party manager referrals.

Ily Nolen is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at JMG Financial Group, HN Wealth Management, Cambridge Investment Research Inc., and J.W. Cole Advisors. He is based in Orlando, FL. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s advisors generally pursue customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, while also offering access to third-party money managers and retirement plan advisory services.

Arthur Mcrae is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Wells Fargo Advisors for 10 years before joining his current firm in 2024. Mcrae serves as a board member and treasurer volunteer for Buffalo City Mission, a housing mission for the homeless. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers customized, long-term portfolio management through a national network of independent adviser representatives, utilizing mutual funds, ETFs, equities, fixed income, and third-party manager programs.

Russell Blum is a financial advisor at International Assets Investment Management, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. Blum is also a managing partner of a real estate investment company. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized, long-term portfolio management utilizing mutual funds, ETFs, equities, fixed income, and third-party manager programs.

Shannon Nagy is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining IAIM in 2015, Nagy worked at Securities America Advisors and Securities America Inc. He is also a salaried agent with Nichols Financial Group Inc., where he sells and services fixed annuity and life insurance products. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, along with access to third-party managers and wrap programs.

Steven Beckerman is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining International Assets Advisory in 2024, he worked at Rooms To Go as an IT project manager for three years and spent sixteen years at UPS. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and offers both discretionary and non-discretionary portfolio management as well as financial planning services.

Chandis Ferguson II is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with International Assets Advisory, LLC since 2016. Ferguson also owns and operates Platinum Investments, LLC, an investment-related business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and third-party managers to meet client objectives.

Emmanuel Leak is a financial advisor at International Assets Investment Management, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with International Assets Advisory, LLC since 2016. Leak is also the president and sole owner of ECL Private Wealth Management, LLC, a securities business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, along with access to third-party money managers and financial planning services.

Justin Bodnar is a financial advisor at International Assets Investment Management, LLC with 14 years of industry experience. He has held roles at International Assets Advisory, LLC since 2017, as well as positions at Fasten and Lighthouse Research Advisory. Bodnar is the founder and president of ATX Financial, a private label entity for financial business, and serves as vice president of Vermont Wealth Management. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm utilizes a national network of independent advisors who create customized, long-term portfolios using mutual funds, ETFs, equities, and fixed income, and may employ third-party money managers or wrap programs as part of their strategies.

James Case is a financial advisor with International Assets Investment Management, LLC. He holds the Series 63 and Series 65 designations and has two years of industry experience. His prior work includes roles at Global Assets Advisory, International Assets Advisory, and a private equity venture under his own name dating back to 2014, along with sixteen years at Alacrity. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction using various investment vehicles and offers discretionary portfolio management, financial planning, and access to third-party manager programs.

Jose Da Cruz is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, METLIFE SECURITIES Inc, and Merrill. Outside of his advisory work, he is an adjunct professor at the Ancell School of Business at Western Connecticut State University and serves on the mission ministry committee of the First Congregational Church of Ridgefield. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction and offers a range of discretionary and non-discretionary management strategies, including the use of third-party money managers and financial planning services.

Stanley Leconte is a Series 66-licensed financial advisor with 19 years of industry experience, currently with International Assets Investment Management, LLC since 2017. He previously worked at Ameriprise Financial Services, Inc. for 11 years. Outside of advisory work, he serves as an adjunct professor at Broward College, develops financial literacy curriculum for the Miami Children’s Trust, and is a board member of 100 Black Men of America. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may utilize third-party money managers and wrap programs.

Ruben Frezzotti is a financial advisor at International Assets Investment Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 10 years. He is also president of Frezzotti Financial Services Corp., a private label entity for financial business. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may implement strategies via third-party managers or wrap programs.

Michael Petramalo is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with International Assets Investment Management since 2017 and also leads MFP Advisory Group, LLC, a coaching and consulting firm for advisors and firms. Additionally, he is involved in mentoring and operations oversight at One Seven, LLC and serves as an operations liaison at International Assets Investment Management. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may implement strategies via third-party money managers, sub-advisers, or wrap programs.

Robert Alvarez is a financial advisor with International Assets Investment Management, LLC and holds a Series 66 designation. He has 25 years of industry experience, including roles at Primus, LPL Financial, and Ameriprise. He also serves as president of NOLA Financial-Wealth Management, Inc., a private label financial planning practice. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm pursues customized, long-term portfolio strategies using various investment vehicles and may integrate third-party money managers or wrap programs to meet client objectives.

Kevin Moran is a financial advisor at International Assets Investment Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2017. Moran is also the president and sole owner of Elevate Private Wealth Group, LLC. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party money managers and wrap programs.

Noriko Ikeda is a financial advisor at International Assets Investment Management, LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services Advisors, Inc., U.S. Bancorp Advisors, LLC, and Western International Securities, Inc. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm delivers customized, long-term portfolio management and financial planning through a national network of independent investment adviser representatives.

Hiroshi Mizutani is a financial advisor at International Assets Investment Management, LLC with 24 years of industry experience. His prior roles include positions at Merrill, Western International Securities, Inc., and Citigroup Global Markets. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers both discretionary and non-discretionary management along with financial planning and access to third-party wrap and manager programs.

Daniel Nelson is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at International Assets Advisory since 2017 and previously at LPL Financial. Nelson serves as an at-large board member of the Nelson Charitable Foundation. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party money managers.