Miami, FL 600 Brickell Avenue Suites 1875 and 2250 Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

44

Of 5,796 advisors across 937 offices

Location

600 Brickell Avenue, Suites 1875 and 2250

Miami FL 33131

Advisors at this office

44

Advisors at this office

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Mitshel L

Series 66

Miami, FL

Raymond James & Associates

Mitshel Lavander is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Alejandro T

Series 66

Miami, FL

Raymond James & Associates

Alejandro Triana is a financial advisor with Raymond James & Associates in Miami, FL, holding the Series 66 designation and bringing 18 years of industry experience. His previous roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory work, he is also the owner of Cascando Investment LLC, a business established for investment purposes with his wife. Raymond James & Associates, Inc. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary consulting, and institutional fiduciary solutions supported by a broad network of advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Daniel R

Series 66

Miami, FL

Raymond James & Associates

Daniel Raez is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked at firms including BlackRock Inc., ACP Securities, and A.G.P./Alliance Global Partners. Raez has also been affiliated with the University of Miami and Belen Jesuit Preparatory High School in previous roles. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Facundo R

Series 66

Miami, FL

Raymond James & Associates

Facundo Ruiz Riesgo is a financial advisor with Raymond James & Associates in Miami, FL. He holds a Series 66 designation and has one year of industry experience, including prior roles at Wells Fargo and Banco Santander. He also has experience working at Florida International University and Cypress Bay High School. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Juan Carlos B

Series 66

Miami, FL

Raymond James & Associates

Juan Carlos Bonelli is a financial advisor with Raymond James & Associates holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of financial services, he has been involved with Miami Golf for over a decade. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, 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
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Manuela T

Series 66

Miami, FL

Raymond James & Associates

Manuela Teixeira is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and eight years of industry experience. Her work history includes positions at Alex Brown, a division of Raymond James, since 2017 and at Estee Lauder Companies from 2015 to 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and public entities with a range of financial planning and non-discretionary investment consulting services supported by a nationwide adviser network.

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

Series 66

Miami, FL

Raymond James & Associates

Luis Campoo is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and 26 years of industry experience. He previously worked at Citi International Financial Services LLC for eight years before joining Raymond James in 2022. Outside of his advisory role, Campoo is involved as an owner and partner in two businesses, including a 50/50 partnership in Que Estaran Haciendo, LLC. 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 broad client base, offering tailored financial planning and non-discretionary investment consulting through various advisory programs and institutional consulting services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Pedro T

Series 66

Miami, FL

Raymond James & Associates

Pedro Triana is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and two years of industry experience. Before joining Raymond James & Associates in 2023, he worked at Clasicorp Import Corp. and Arena Capital Holdings. He is part owner of NSA-Exchange, an online B2B marketplace that connects supermarket owners with food brokers, producers, and distributors. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and advisory services through a range of portfolio management styles and affiliated research.

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

Series 66

Miami, FL

Raymond James & Associates

Ursula Chavez is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and 18 years of industry experience. Her previous roles include five years at Wells Fargo Clearing and a year at WELLS FARGO Advisors, LLC. 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, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Eric T

Series 66

Miami, FL

Raymond James & Associates

Eric Termini is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 17 years before joining Raymond James in 2019. 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 clientele including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Magda S

Series 63, Series 66

Miami, FL

Raymond James & Associates

Magda Salgado is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 66 licenses and having 13 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she owns and manages a rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting services, drawing on a range of portfolio management styles and affiliated research.

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

Series 66

Miami, FL

Raymond James & Associates

Veronica Cereceda is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 license and 25 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2021. 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 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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Enrique T

Series 66

Miami, FL

Raymond James & Associates

Enrique Triana Sr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. Before joining Raymond James in 2020, he worked at UBS International for nine years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by extensive research and a range of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Reynaldo F

Series 66, Series 65

Miami, FL

Raymond James & Associates

Reynaldo Figueredo is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked at Deutsche Bank Securities Inc and Dt Bank Trust Co Na. In addition to his advisory role, he serves as a Council Member for the Village of Key Biscayne. 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, and municipal entities—offering financial planning, investment consulting, and municipal advisory services supported by a nationwide adviser force.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Fernando R

Series 66

Miami, FL

Raymond James & Associates

Fernando Riojas is a financial advisor with Raymond James & Associates in Miami, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

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