Top cross-border / expatriate tax planning financial advisors in Doral, FL

Enrique Gumucio is a Series 66-licensed financial advisor with 16 years of industry experience. He currently works at Raymond James & Associates and previously was employed by Morgan Stanley Private Bank for seven 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Hernan Tamayo is an International Wealth Advisor with extensive experience in wealth management brokerage and banking. Fluent in English and Spanish, he specializes in delivering financial strategies tailored to clients from diverse cultural backgrounds. Hernan focuses on areas including college education planning, family and international wealth management, legacy planning, philanthropic planning, socially responsible and ESG investing, as well as wealth planning for women, LGBT clients, and those in sports and entertainment. Hernan's educational background includes a Bachelor's degree from La Salle University and a Master's degree in Business Administration from IPADE. He holds the Personal Investment Advisor (PIA) designation. Throughout his career, Hernan has supported international families, entrepreneurs, and women investors in the USA and abroad, providing culturally sensitive and comprehensive financial guidance. In addition to his professional work, Hernan is involved with several organizations such as Locust Projects, Rubell Museum, The Bass Museum, and the US-Mexico Chamber of Commerce Inter-American Chapter, where he serves as a board member and President of the Women Committee. He also contributes to community efforts through the Global Empowerment Mission, the Mexican Consulate of Miami, and St Jude Hospital. Outside of his professional and community commitments, Hernan enjoys adventure sports, biking, cooking, dancing, music, traveling, and yoga.

Manuel Fernandez is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Altagracia Pastor is a financial advisor at Truist Advisory Services with 20 years of industry experience. She holds a Series 66 designation and has worked at SunTrust Advisory Services, SunTrust Investment Services, and SunTrust Bank since 1999. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools to administer its AMC Advantage program and manage ongoing due diligence.

Alejandro Tamayo is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2021. His prior experience includes roles at Bank of America and Merrill from 2014 to 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a nationwide network of independent advisors and supports multiple program structures and custodial relationships.

Anthony Caba is a financial advisor at Transition Financial Advisors Group, LLC in Gilbert, AZ, with two years of industry experience. He holds a Series 65 designation and has prior work history at Office Depot and Florida International University. Transition Financial Advisors Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm offers discretionary investment management and wealth management services, combining portfolio management with financial planning and also provides outsourced tax-preparation services and management of variable annuity sub-accounts.

Mark Wilson is a financial advisor at Branson Fowlkes & Co Inc with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Branson Fowlkes & Co since 1999, as well as at Triad Advisors, Inc. from 2008 to 2022. Outside of his advisory role, he serves as the treasurer for Boy Scouts of America Troop 1891. Branson Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and small- to medium-sized businesses, employing a strategic diversification approach that combines asset-class allocation with multiple investment styles and manager selections.

John Clagett is a financial advisor with One Capital Management, LLC in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at 2 Four2 LLC, Q4 Wealth Management, Inc., Crump Life Insurance, and Nations Financial Group, Inc. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Joseph Accurso is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves as a Senior Portfolio Manager on an international advisory team, advising high-net-worth individuals, families, and institutions on complex investment and planning needs across global markets. His role involves managing personalized strategies that may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. With nearly two decades as a CERTIFIED FINANCIAL PLANNER® professional and over a decade of prior experience as a proprietary trader, Joseph combines institutional trading experience with holistic wealth planning. His expertise spans risk-managed, data-driven portfolio construction, asset allocation, and downside protection, especially in volatile markets. He focuses on wealth accumulation, preservation, multi-generational transfer, integrating investment management with tax-aware planning, estate strategies, and cross-border considerations. Joseph holds a Bachelor's degree from Rutgers University and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), and Personal Investment Advisor (PIA). He is fluent in English and Italian. Outside of his professional work, his personal interests include adventure sports, billiards, boxing, chess, football, horseback riding, music, skiing, spending time with his family, and watching movies.

Nicholas Taggart is a CFP® with 23 years of industry experience currently serving at ACR Alpine Capital Research, LLC. He has worked at ACR Alpine since 2017 and previously was with Cetera Advisors LLC from 2013 to 2017. Outside of his advisory role, he is a joint owner of a rental property in Canby, Oregon. ACR Alpine Capital Research provides discretionary portfolio management to institutional investors, intermediaries, and individual clients, including high net worth individuals and retirement plans. The firm employs a fundamentally valuation-based, bottom-up investment approach across various equity and multi-asset strategies and manages both registered mutual funds and private pooled vehicles along with sub-advisory, wrap, and UMA relationships.