Boca Raton, FL N. Military Trail Office

Andrew Wilkins is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked at Bank of America and Merrill from 2015 to 2021. Wilkins is a partner at Eagle Harbor Advisors, where he acts as Director of Wealth Planning and Client Acquisition, and is an approved financial advisor for the NFL Players Association, providing services including investment advice, financial and insurance planning, and retirement planning. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services and investment platforms while supporting advisor independence combined with supervisory oversight.

Marcelo Tresierra is a financial advisor with Kestra Private Wealth Services, LLC and holds a Series 66 designation. He has one year of industry experience with prior roles at Kanen Wealth Management LLC and Rockefeller Financial LLC. Outside of finance, Marcelo works as a bartender at Trattoria Romana in Boca Raton during non-trading hours. Kestra Private Wealth Services serves a broad client base including individual investors, retirement plans, and institutional entities. The firm offers advisor-managed portfolios, financial planning, and specialized programs such as annuity subaccount management and 529 plan advisory, utilizing both discretionary and non-discretionary approaches across multiple platforms.