Coral Gables, FL 2811 Ponce De Leon Blvd. Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

4

Of 5,810 advisors across 937 offices

Location

2811 Ponce De Leon Blvd., Suite 800

Coral Gables FL 33134

Advisors at this office

4

Advisors at this office

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Kimberly A

Series 66

Coral Gables, FL

Raymond James & Associates

Kimberly Arguello is a financial advisor at Raymond James & Associates with 12 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, N.A., and FitzRoy Investment Advisors. She also worked at Rodan and Fields from 2021 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and governmental entities, offering financial planning and investment consulting through various specialized programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jesus C

Series 65, Series 63

Coral Gables, FL

Raymond James & Associates

Jesus Cruz is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Tracy K

CFP®, Series 65, Series 63

Coral Gables, FL

Raymond James & Associates

Tracy Kramer is a financial advisor with Raymond James & Associates in Coral Gables, FL, holding CFP®, Series 65, and Series 63 designations and over two years of industry experience. Prior to joining Raymond James, Kramer worked at Stifel, NewEdge Wealth & UBS, and Mastercard Worldwide, among other roles. She is also the owner of Platinum Consulting Group, Inc., a business consulting firm. Raymond James & Associates is a large brokerage and investment advisory firm serving individual, institutional, and municipal clients. The firm offers a range of financial planning and consulting services, including non-discretionary investment guidance and municipal advisory services, supported by extensive research and multiple portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Michael G

Series 66

Coral Gables, FL

Raymond James & Associates

Michael Gold is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013. Gold serves on the investment committee of the Legal Services of Greater Miami Foundation, a nonprofit organization, where he reports on matters related to the endowment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
View complete list of advisors at this office
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