Top multi-state taxation financial advisors in Miami Beach, FL

Brandon Cuenca is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Wells Fargo, and Bank United. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Juan Restrepo is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors and Axa Advisors. In addition to his advisory role, he serves as a director on the board of his condominium association in Key Biscayne, Florida. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors and utilizes discretionary unified managed accounts with third-party model managers.

Lawrence Kamin is a CFP® and Series 65-registered financial advisor with 14 years of experience, operating LK Financial Planning LLC in Miami Beach, FL. He has managed his independent firm since 2012, serving a select number of clients with a focus on comprehensive financial planning and investment supervisory services. LK Financial Planning LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth households. The firm emphasizes long-term, diversified asset allocation using primarily ETFs and low-cost mutual funds, with attention to tax efficiency and multigenerational planning tailored to each household’s needs.

Ivan Acimovic is a financial advisor at Truist Advisory Services with four years of industry experience. He holds the Series 66 designation and has worked at Merrill, Truist Bank, and Bank of America. Outside of his advisory work, Acimovic has involvement in a real estate investment entity. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a mix of discretionary and non-discretionary strategies, supported by AI-enabled research tools and integrated inter-affiliate resources.

Abigail Rodriguez is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Miami Beach, FL. She has seven years of industry experience, including roles at J.P. Morgan Securities since 2018 and prior work at Bank of America. Outside of finance, she was involved with Third Times A Charm Vintage from 2016 to 2020. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Luciano Duque is a financial advisor at Sardona Global Advisors LLC with Series 65 and Series 66 licenses and four years of industry experience. His prior roles include positions at Securitize Markets, Solomon Capital Management, SW Financial, and Morgan Stanley. Sardona Global Advisors is a state-registered investment adviser that manages portfolios for individuals and entities, advises on private placements and pooled investment vehicles, and offers private fund administration and consolidated reporting. The firm employs a multi-asset, multi-style, multi-manager investment approach tailored to each client’s needs and supports a small client base with services typical of larger firms.

Brandon Catrett is a financial advisor at Ridgeline Private Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked with Stewardship Legacy Coaching, Stewardship Advisory Group, Cadwell Wealth, and Southeastern University Athletics. Ridgeline Private Wealth manages approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, retirement plan consulting, and private placement advisory services. The firm combines quantitative, fundamental, technical, cyclical, and economic analysis to guide portfolio decisions and incorporates both long-term and short-term investment strategies.

Victor Quintana is an International Wealth Advisor and partner on a financial services team at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2013 and has been in the financial services industry since 2007. Victor serves clients with a global presence including institutions, pension funds, endowments, and families across the United States and abroad, addressing complex wealth management needs. Victor's expertise includes international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. He works closely with clients to understand their goals and provide guidance on investment management, liquidity, foreign exchange solutions, international trust and estate planning, as well as managing transitional events such as retirement, inheritance, or business sales. Additionally, he facilitates connections with attorneys, accountants, and other advisors to support estate planning and tax strategies. Victor holds a bachelor's degree in finance and investments from Baruch College Zicklin School of Business. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and a Retirement Accredited Financial Advisor (RAFA). Victor is fluent in English and Spanish. He enjoys biking, boxing, running marathons, skiing, soccer, swimming, traveling, and spending time with his family.

Todd Norris is a Certified Financial Planner® with 17 years of industry experience. He is currently with Glass Jacobson Wealth Advisors, a team-based firm recently acquired by Mercer Global Advisors, and has previously worked at firms including Morgan Stanley, Merrill, and Brown Advisory Securities. Norris holds a Series 66 license. Glass Jacobson Wealth Advisors serves individuals, high-net-worth clients, and various institutional plans, offering portfolio management, financial planning, and ERISA retirement plan consulting. The firm employs a household-level investment approach overseen by a quarterly meeting investment committee and utilizes a diversified range of investment vehicles while maintaining custody through major custodians.