Coral Gables, FL Alhambra Plaza Office

Michael Wilson is a financial advisor at Charles Schwab & Co., Inc. in Coral Gables, FL, holding a Series 66 credential with 10 years of industry experience. He has been with Charles Schwab since 2016. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers multi-asset model portfolios, alternative investments, and integrated custodial and brokerage services.

Cosme Gomes is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. Before joining Charles Schwab in 2017, he worked at Bank of America for one year. He is also an inactive partner in a beverage export start-up, Bossa International Inc., which holds intellectual property with potential residual value. 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios, delivering multi-asset investment guidance supported by in-house research and a centralized operational structure.

Kameron Muzic Ali is a financial advisor with Charles Schwab in Coral Gables, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE, Bank of America, Merrill, and Td Ameritrade. Outside of investing, he has worked as a field sales manager at Vector Marketing. Charles Schwab serves a large client base, 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 advisory services with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios with periodic reviews and alternative investment options.

Monica Malta is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has previously worked at TD Ameritrade and the Law Offices of Jerome M. Douglas. Charles Schwab 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Armando Jaen is a financial advisor with Charles Schwab in Coral Gables, FL, holding a Series 63 designation and over 26 years of industry experience. He has been with Charles Schwab since 1998. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Kenya Lumbi is a financial advisor at Charles Schwab in Coral Gables, FL, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Charles Schwab in 2018, Kenya worked at Iberiabank Private Client and TerraBank NA. Outside of financial advising, Kenya is involved as a distributor for Youngliving, a personal and household services business. Charles Schwab 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 combines non-discretionary client relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by its Schwab Center for Financial Research.

Ivannia Rodriguez is a financial advisor at Charles Schwab with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with Charles Schwab since 2006. Charles Schwab & Co., Inc. serves a large client base, 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by an integrated operational structure and a range of multi-asset investment solutions.

Carlos Carrillo is a financial advisor at Charles Schwab & Co., Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2011. The firm serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab combines non-discretionary advisory guidance with access to affiliated discretionary portfolios, supported by a multi-asset investment approach and a centralized operational structure.