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Jonathan D

Series 65

Sarasota, FL

MRA Advisory Group

Jonathan De Brito is a financial advisor at MRA Advisory Group in Sarasota, FL, holding a Series 65 designation with three years of industry experience. He has also served as Treasurer for an offshore investment advisory business since 2016. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, offering a range of portfolio management and planning solutions tailored to both retail and high-net-worth clients. The firm uses risk-based model portfolios reviewed by an Investment Committee and offers specialized services such as Biblically Responsible Investing and an affiliated tax preparation practice.

General retirement planning Retirement income strategy Life insurance needs analysis
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Adam A

Series 66

Sarasota, FL

MRA Advisory Group

Adam Anderson is a financial advisor with MRA Advisory Group, holding a Series 66 license and bringing 20 years of industry experience. He worked previously at Ameriprise Financial Services, Inc. and Niagara International Capital Limited before joining MRA Advisory Group in 2017. Outside of advising, he is a co-owner of several private equity and real estate management companies and serves as a State Representative in the Florida House of Representatives. MRA Advisory Group provides wealth management and financial planning services to individuals and businesses, serving both retail and high-net-worth clients. The firm offers a range of investment strategies, including risk-based model portfolios, alternative investments, and private equity options, supported by an affiliated CPA practice and insurance services.

General retirement planning Retirement income strategy Life insurance needs analysis
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