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Mitshel L

Series 66

Miami, FL

Raymond James & Associates

Mitshel Lavander is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Alejandro T

Series 66

Miami, FL

Raymond James & Associates

Alejandro Triana is a financial advisor with Raymond James & Associates in Miami, FL, holding the Series 66 designation and bringing 18 years of industry experience. His previous roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, he is also the owner of Cascando Investment LLC, a business established for investment purposes with his wife. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary consulting, and institutional fiduciary solutions supported by a broad network of advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Daniel R

Series 66

Miami, FL

Raymond James & Associates

Daniel Raez is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked at firms including BlackRock Inc., ACP Securities, and A.G.P./Alliance Global Partners. Raez has also been affiliated with the University of Miami and Belen Jesuit Preparatory High School in previous roles. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Facundo R

Series 66

Miami, FL

Raymond James & Associates

Facundo Ruiz Riesgo is a financial advisor with Raymond James & Associates in Miami, FL. He holds a Series 66 designation and has one year of industry experience, including prior roles at Wells Fargo and Banco Santander. He also has experience working at Florida International University and Cypress Bay High School. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Juan Carlos B

Series 66

Miami, FL

Raymond James & Associates

Juan Carlos Bonelli is a financial advisor with Raymond James & Associates holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of financial services, he has been involved with Miami Golf for over a decade. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Manuela T

Series 66

Miami, FL

Raymond James & Associates

Manuela Teixeira is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and eight years of industry experience. Her work history includes positions at Alex Brown, a division of Raymond James, since 2017 and at Estee Lauder Companies from 2015 to 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities with a range of financial planning and non-discretionary investment consulting services supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Luis C

Series 66

Miami, FL

Raymond James & Associates

Luis Campoo is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Citi International Financial Services LLC for eight years before joining Raymond James in 2022. Outside of his advisory role, Campoo is involved as an owner and partner in two businesses, including a 50/50 partnership in Que Estaran Haciendo, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, offering tailored financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Pedro T

Series 66

Miami, FL

Raymond James & Associates

Pedro Triana is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and two years of industry experience. Before joining Raymond James & Associates in 2023, he worked at Clasicorp Import Corp. and Arena Capital Holdings. He is part owner of NSA-Exchange, an online B2B marketplace that connects supermarket owners with food brokers, producers, and distributors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and advisory services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ursula C

Series 66

Miami, FL

Raymond James & Associates

Ursula Chavez is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and 18 years of industry experience. Her previous roles include five years at Wells Fargo Clearing and a year at WELLS FARGO Advisors, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Eric T

Series 66

Miami, FL

Raymond James & Associates

Eric Termini is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 17 years before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Magda S

Series 63, Series 66

Miami, FL

Raymond James & Associates

Magda Salgado is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she owns and manages a rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting services, drawing on a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Veronica C

Series 66

Miami, FL

Raymond James & Associates

Veronica Cereceda is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 license and 25 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Enrique T

Series 66

Miami, FL

Raymond James & Associates

Enrique Triana Sr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. Before joining Raymond James in 2020, he worked at UBS International for nine years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by extensive research and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Reynaldo F

Series 66, Series 65

Miami, FL

Raymond James & Associates

Reynaldo Figueredo is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Deutsche Bank Securities Inc and Dt Bank Trust Co Na. In addition to his advisory role, he serves as a Council Member for the Village of Key Biscayne. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—offering financial planning, investment consulting, and municipal advisory services supported by a nationwide adviser force.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Fernando R

Series 66

Miami, FL

Raymond James & Associates

Fernando Riojas is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Nina D

Series 66

Miami, FL

Raymond James & Associates

Nina Diaz is a financial advisor at Raymond James & Associates with a Series 66 designation and two years of industry experience. She previously attended the University of Florida and has been with Raymond James since 2022. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, pension plans, and charitable organizations, offering financial planning and advisory services primarily on a non-discretionary basis.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jose D

CFP®, Series 66

Miami, FL

Raymond James & Associates

Jose De La Lama is a CFP®-credentialed financial advisor at Raymond James & Associates with 25 years of industry experience. He previously worked at Bank of America and Merrill before joining his current firm. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and model manager options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Pierre E

Series 63, Series 65

Miami, FL

Raymond James & Associates

Pierre Economacos is a financial advisor at Raymond James & Associates with 38 years of industry experience. He has been with Raymond James since 2016. Economacos holds Series 63 and Series 65 credentials. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Carla I

Series 66

Miami, FL

Raymond James & Associates

Carla Inurritegui is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 11 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Miguel G

Series 63, Series 65

Miami, FL

Raymond James & Associates

Miguel Garcia is a financial advisor at Raymond James & Associates with 31 years of industry experience. He previously worked at Oppenheimer for 16 years before joining Raymond James. Garcia holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutional clients, and charitable organizations. The firm offers financial planning and investment consulting through non-discretionary programs, drawing on various portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Emanuel V

Series 66

Miami, FL

Raymond James & Associates

Emanuel Varela is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Synovus Securities and Ocean Bank and spent ten years at Florida International University. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and extensive affiliated resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Juliana U

Series 63, Series 65

Miami, FL

Raymond James & Associates

Juliana Ueno is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds Series 63 and Series 65 licensure and previously worked at Morgan Stanley for nine years. Outside of her advisory role, she is involved with Young Living. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting with a range of portfolio management styles, municipal advisory services, and an extensive affiliate network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Alejandro B

Series 63, Series 65

Miami, FL

Raymond James & Associates

Alejandro Bachmann is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 12 years. Bachmann is also a minority owner of Minerva Capital, a business owned by his wife, with no active responsibilities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Eva O

Series 66

Miami, FL

Raymond James & Associates

Eva Ovejero is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and 22 years of industry experience. She has held positions at Morgan Stanley and its Private Bank since 2009 before joining Raymond James in 2023. Outside of her advisory work, she owns a business unrelated to investing that manages an LLC with a long-term tenant. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers tailored financial planning and non-discretionary investment consulting and is notable for its municipal advisory services and comprehensive affiliate ecosystem.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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John D

Series 63, Series 66

Miami, FL

Raymond James & Associates

John Delappe is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he owns a timeshare unit in Beaver Creek, Colorado, which he has used intermittently for the last 20 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, and offers a range of advisory services with a primarily non-discretionary approach, supplemented by in-house research and affiliated portfolio managers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Christian S

Series 66

Miami, FL

Raymond James & Associates

Christian Suriel is a financial advisor at Raymond James & Associates in Miami, FL, holding a Series 66 designation with three years of industry experience. He has been with Raymond James & Associates since 2020. Prior to his advisory role, he was a student for eight years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Claudio S

Series 63

Miami, FL

Raymond James & Associates

Claudio Salazar is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 63 designation and possessing 41 years of industry experience. He worked at UBS Financial Services for 12 years before joining Raymond James & Associates in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Trevor R

Series 66

Miami, FL

Raymond James & Associates

Trevor Ronderos is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs & Co. from 2014 to 2022 before joining Raymond James in 2022. Trevor is also involved with CareValidate since 2026. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Juan S

Series 66

Miami, FL

Raymond James & Associates

Juan Souza Legorreta is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and 25 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is co-owner of Masabha, LLC, a business focused on real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with financial planning and investment consulting, offering a range of portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Carlos P

Series 66

Miami, FL

Raymond James & Associates

Carlos Perez is an advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Quality Consulting Company for two years and spent several years in full-time education. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Daniel Z

Series 66

Miami, FL

Raymond James & Associates

Daniel Zamora is a financial advisor with Raymond James & Associates in Miami, FL. He holds the Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked at JP Morgan Chase from 2019 to 2024. He serves as a Director on the Habitat for Humanity of Greater Miami Young Professionals Board, volunteering and coordinating fundraising events to support affordable housing initiatives. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Rodrigo D

Series 66

Miami, FL

Raymond James & Associates

Rodrigo De Oliveira is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank in various capacities from 2015 to 2024. Outside of his advisory role, he is involved as an owner in a family business, Novo R.E. Investors NY LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, institutions, and municipal entities. The firm provides financial planning and consulting services, offering tailored, non-discretionary advice supported by diverse portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Christopher M

Series 66

Miami, FL

Raymond James & Associates

Christopher Murrle Philippsen is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 credential and bringing 25 years of industry experience. His prior work includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He co-owns Flugdrache Investments II LLC with his spouse. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting primarily through non-discretionary relationships, utilizing a variety of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ronald L

Series 63, Series 66

Miami, FL

Raymond James & Associates

Ronald Llano is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC prior to joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary advisory services, and institutional consulting supported by diverse portfolio management strategies and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Claudio S

Series 63, Series 66

Miami, FL

Raymond James & Associates

Claudio Simoes is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering non-discretionary financial planning and consulting supported by extensive research and various portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Bryan S

Series 66

Miami, FL

Raymond James & Associates

Bryan Stepanian is a financial advisor with Raymond James & Associates, holding a Series 66 credential and having 24 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he owns and runs the Ferrari Owners Club, a car club that hosts events for members. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Luis C

Series 66

Miami, FL

Raymond James & Associates

Luis Correa is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, Correa owns rental properties in Miami and Houston. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Arturo P

Series 66

Miami, FL

Raymond James & Associates

Arturo Parraga is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors, Taggart International, Florida International University, and Broward College prior to his current role. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services through its Wealth Advisory Services Program and Institutional Fiduciary Solutions division.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Paola G

Series 66

Miami, FL

Raymond James & Associates

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Juliana P

Series 66

Miami, FL

Raymond James & Associates

Juliana Paioletti is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for nine years. Paioletti also works part-time as an airport agent for American Airlines and as an independent contractor for Uber. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Daniel B

Series 66

Miami, FL

Raymond James & Associates

Daniel Betancourt is a financial advisor at Raymond James & Associates with 14 years of industry experience. He has held roles at UBS Financial Services and Wells Fargo Clearing prior to joining Raymond James. Betancourt holds a Series 66 designation and is based in Miami, FL. Raymond James & Associates is a nationally recognized broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Laura W

Series 63, Series 65

Miami, FL

Raymond James & Associates

Laura White is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 65 licenses and 35 years of industry experience. She previously worked at Oppenheimer for 10 years before joining Raymond James in 2025. Outside of advising, she rents living space to international University of Miami students. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable entities. The firm offers tailored financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Marcos B

Series 63, Series 66

Miami, FL

Raymond James & Associates

Marcos Bowers is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is based in Miami, FL. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad nationwide advisory team.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Pablo A

CFP®, Series 66

Miami, FL

Raymond James & Associates

Pablo Annovelli is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2021, and previously held positions at Wells Fargo Clearing and UBS. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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