Top financial advisors working with executives in Miami, FL

Glenn Downing is a CFP® professional with 27 years of industry experience. He has been with Camerondowning, Inc. since 2014. In addition to his advisory role, he conducts insurance business as a broker alongside a colleague. Camerondowning, Inc. advises individual and high-net-worth clients on portfolio management and comprehensive financial planning, incorporating a range of investment options including cryptocurrencies and non-fungible tokens. The firm operates under a fiduciary standard, emphasizing tailored investment plans, manager selection, and specialized crypto asset planning and education.

Edgar Nava is a financial advisor at Grove Wealth Management, LLC in Miami, FL, holding a Series 65 designation with six years of industry experience. He is the President and a shareholder of Winestico Consultants LLC, a business consulting firm. Nava has held roles at Grove Wealth Management since 2015. Grove Wealth Management provides discretionary portfolio management and financial planning services to individual and business clients, employing a combination of fundamental and technical analysis. The firm uses a broad range of investment tools, including equities, bonds, derivatives, and alternative portfolios, and it is noted for performance-based fee arrangements and volatility-based strategies involving the VIX and options/futures markets.

Natalia Rodriguez is a financial advisor at Thureos Asset Management LLC in Miami, FL, with 11 years of industry experience. She holds a Series 66 designation and has worked at TD Private Client Wealth LLC, Santander Bank, Santander Securities, and MFS Institutional Advisors. Thureos Asset Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and corporations, using a combination of fundamental, technical, and charting analysis to guide portfolio decisions. The firm manages approximately $28 million in assets and typically serves clients with account minimums of $500,000.

Brenton Anderson is a financial advisor with Independent Wealth, LLC in Miami, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Independent Wealth since 2020 and also serves as Chief Operating Officer for Simulacra, LLC, a recruiting firm. Independent Wealth, LLC serves a limited number of individual and family clients through a two-phase advisory model focused on comprehensive onboarding and optional subscription memberships for ongoing support. The firm provides non-discretionary, advisory-only services emphasizing written strategic plans and detailed risk disclosures, particularly around virtual currency and emerging technologies.

David Sharek is the sole advisor at Shareks Stock Portfolios in Miami, FL, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has led Shareks, LLC since 2008. Shareks Stock Portfolios is an independent, fee-based advisory firm managing approximately $10.9 million for around 19 clients, including individuals, businesses, institutions, and other advisors. The firm employs a discretionary, earnings-driven growth-stock system across three model strategies and offers subscription-based stock research, educational seminars, and public portfolio transparency uncommon among similar-sized independent advisors.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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, and institutional investors.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.