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Roberto A
Series 66
Houston, TX
Next Wealth Advisers
Roberto Apud Abud is a financial advisor at Next Wealth Advisers with nine years of industry experience. He holds a Series 66 credential and has worked at firms including Bank of America, Merrill, and Insight Securities. Outside of his advisory role, he is involved in business development for ViSteel, a steel trading company, and supports strategic initiatives at a Mexican bank and an import/export business in Houston. Next Wealth Advisers serves high-net-worth individuals, institutions, corporations, trusts, and international clients with wealth and portfolio management, financial planning, and retirement plan consulting. The firm employs a goals-based, non-discretionary approach that integrates multiple research sources and coordinates with external tax, legal, and trustee professionals.
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