Coconut Grove, FL Office

Favio Taborda is a CFP® professional affiliated with OSAIC in Coconut Grove, FL, with 18 years of industry experience. He has worked at Royal Alliance Associates, INC. since 2018 and previously spent three years at Sii. Taborda is a co-owner of Commissionize App, a business focused on managing incoming and outgoing finances. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a broad range of advisory services and utilizes multiple platforms and third-party solutions to construct and manage portfolios across various asset classes.

Ashley O'Kurley is a CFP® professional with over 21 years of industry experience. She is currently affiliated with OSAIC and has previously worked at Royal Alliance Associates, Inc. and John Hancock Financial Services. O'Kurley serves as president of the Graduate Association of Phi Gamma Delta at Florida International University, a nonprofit organization supporting student leadership and academic development. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple third-party platforms to manage portfolios across a broad range of investment options.

Erik Sherman is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He worked at Signator Investors, Inc. for 16 years before joining OSAIC in 2018. Sherman serves as president of the Atrium in the Grove Homeowners Association and is a managing member of an LLC involved in rental property management. OSAIC Wealth, Inc. serves a diverse group of retail and institutional clients through a broad network of advisers, offering integrated brokerage and advisory services including financial planning, retirement plan consulting, and access to third-party asset managers. The firm employs various portfolio construction tools and supports multiple investment platforms and transitions.

Sebastian Banchs is a financial advisor with OSAIC Wealth, Inc. in Coconut Grove, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors Inc. Outside of advisory work, he serves as a notary public and is president of Signature Financial Solutions, LLC, involved in sales and marketing of securities and insurance products. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools and multiple advisory platforms to construct diversified portfolios and supports various managed account solutions and third-party platform services.

Eduardo Escobar is a CFP® professional with 13 years of industry experience, currently serving at OSAIC in Coconut Grove, FL. His prior experience includes roles at Royal Alliance Associates, INC. and Jhfn Sii. He also holds consulting responsibilities with E3 Group Limited Liability Company, involved in sales and marketing of securities, insurance, and investment advisory services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations through a large affiliated adviser network. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios comprising stocks, bonds, options, mutual funds, ETFs, and alternative investments.