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

John Reinhold is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves in leadership positions on several nonprofit boards in Western New York, including Hospice Buffalo and public broadcasting organizations, where he chairs investment and finance committees. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Robert Brainard is a financial advisor at Reef Advisors LLC in Key Largo, Florida, holding Series 63 and Series 65 designations with nine years of industry experience. He previously worked at Baxter Investment Management from 2016 to 2017 before founding Reef Advisors in 2017. Reef Advisors provides investment advisory services to individuals, high-net-worth clients, trusts, estates, and other registered investment advisers, offering both discretionary and non-discretionary portfolio management as well as sub-advisory arrangements. The firm employs a fundamental, generally long-term investment approach, constructing customized portfolios primarily using individual stocks, bonds, and exchange-traded funds.

Daniel Bellino is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of advising, he is involved in independent insurance brokering, including fixed annuity products. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver personalized, non-discretionary advice through a centralized retirement-income consulting team.

Jennifer Gomer is a financial advisor at Merrill with 22 years of industry experience and a Series 66 designation. She has been with Merrill since 2000. Outside of her advisory role, she volunteers as a ticket collector for the Coral Shores High School Athletic Department and serves as a co-trustee for a family trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Manuel Navarro is a financial advisor at Ongoing Wealth Management with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he owns BabyQuip, a baby rental equipment delivery and pick-up service. Ongoing Wealth Management provides investment advisory and financial planning services to individual clients, including high-net-worth individuals, using discretionary and non-discretionary portfolio management and written financial plans. The firm employs multiple methods of analysis and considers ESG factors in its investment approach.

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.