Melbourne, FL Office

Andres Yepes is a CFP® with 10 years of industry experience, currently affiliated with Kestra Private Wealth Services, LLC. His prior roles include positions at J.W. Cole Advisors, INC. and Raymond James & Associates, Inc. He serves as treasurer and board member for the Brevard Alzheimer’s Foundation and volunteers as an ambassador for the Melbourne Regional Chamber. Kestra Private Wealth Services, LLC offers a wide range of financial services to individual clients, retirement plans, and institutional entities, providing advisor-managed portfolios, financial planning, and various advisory platforms including discretionary and non-discretionary approaches.

Samantha Verzi is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at UBS Financial Services from 2015 to 2019 before joining Kestra in 2019. Outside of her advisory role, she is involved in Mary Kay Cosmetics as a sales representative and assists with a car restoration business owned by her spouse. 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, corporations, and other entities. The firm offers a range of services including discretionary and non-discretionary accounts, financial planning, retirement plan services, and access to both in-house and third-party managed solutions.