Coral Gables, FL Catalonia Ave. Office

Christopher Morales is a financial advisor with Cambridge Investment Research Advisors in Coral Gables, FL, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His prior roles include positions at MassMutual Investors Services and Kovack Advisors. Morales is also an independent insurance agent for various companies through FCG Wealth Management. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and utilizes multiple platforms and proprietary model strategies to support both discretionary and non-discretionary management.

Kerry Casey is a financial advisor at Cambridge Investment Research Advisors with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Cambridge, Casey worked at MML Investors Services LLC and MassMutual Insurance Company. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and offers both discretionary and non-discretionary management solutions across multiple platforms and custodians.

Daniel Frayle is a financial advisor with Cambridge Investment Research Advisors in Coral Gables, FL. He holds the Series 66 designation and has four years of industry experience. Prior to joining Cambridge, he worked with MassMutual Coastal Wealth and held positions at Florida International University and Florida State University. Frayle is also involved with Financial Charters Group Wealth Management as an administrative assistant. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organization clients. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Jose Cruz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior work includes positions at Kovack Securities and Fidelity. Outside of financial advising, he is involved in the music industry as president of UNLSTD MUSIC, a music management and talent company. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Remy Dou is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2020 and previously worked at MML Investors Services LLC and MassMutual Life Insurance Company. He is associated with RPC Advisory Group in Coral Gables, FL. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and custodians.