Miami, FL 600 Brickell Avenue Suite 1875 Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

13

Of 5,796 advisors across 937 offices

Location

600 Brickell Avenue, Suite 1875

Miami FL 33131

Advisors at this office

13

Advisors at this office

Paul G

Series 66

Miami, FL

Raymond James & Associates

Paul Greyson is a Financial Advisor at Merrill Lynch Wealth Management who partners with high-growth individuals and their corporations, focusing primarily on High-Earner-Not-Rich-Yet (HENRY) clients and Ultra-High-Net-Worth (UHNW) families. He leverages his personal experience as a former HENRY and a lifelong member of a UHNW family to inform his approach, treating clients with the same care and commitment he would his own family. Paul emphasizes the importance of candid, insightful advice and believes strongly in aligning his investment decisions with those of his clients. Prior to joining Merrill, Paul served as CEO and CIO of a boutique investment management firm specializing in a Long/Short U.S. equity hedge fund and previously worked at Morgan Stanley as a Registered Associate and Private Wealth Management Analyst. He holds a Bachelor of Science degree in Communications Studies from Northwestern University and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Paul enjoys golfing, hiking, pickleball, rock climbing, skiing, tennis, traveling, watching movies, and spending time with his family. Since 2023, he has been a member of the Young Collector's Board at the Institute of Contemporary Art (ICA) Miami.

Wealth management Active portfolio management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Carlos S

Series 66

Miami, FL

Raymond James & Associates

Carlos Suaza is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley, Ocean Bank, and Phoenician Investment Fund Organization. Suaza also served in the United States Army from 2013 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, including high-net-worth clients, institutional investors, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

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

Series 65, Series 63

Miami, FL

Raymond James & Associates

Konstantin Kamentsev is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Raymond James & Associates in 2019, he worked at Gfi Securities LLC from 2012 to 2018. 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, institutional clients, and municipal entities, and offers 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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Gabriela A

Series 66

Miami, FL

Raymond James & Associates

Gabriela Aguilar is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. She previously worked at UBS Financial Services Inc. and Citigroup Global Markets. She is based in Miami, FL. 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 governmental entities, offering financial planning and consulting services that emphasize tailored, non-discretionary investment strategies supported by firm research and multiple portfolio management styles.

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

Series 66

Miami, FL

Raymond James & Associates

Eugenio Gandini is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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

Series 66

Miami, FL

Raymond James & Associates

Blanca Taua Salazar is a financial advisor with Raymond James & Associates holding a Series 66 designation and 21 years of industry experience. Her career includes roles at Raymond James Financial Services Advisors, INC., Total View Advisors, Wealth Engage, and UBS Financial Services. 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, institutional clients, pension and profit-sharing plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

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

Series 66

Miami, FL

Raymond James & Associates

Carlos Gutierrez is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for 14 years and Northwestern Mutual Investment Services LLC. He is a 50% partner in a passive real estate rental business with his father. 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 and consulting through various advisory programs and a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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

Series 63

Miami, FL

Raymond James & Associates

Narciso Munoz is a financial advisor at Raymond James & Associates with 19 years of industry experience. He has been with Raymond James since 2016 and holds a Series 63 designation. Outside of his advisory role, Munoz serves as a director for the nonprofit organization Fundacion Hermanos de la Calle Inc. 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 charitable entities, offering financial planning and investment consulting through non-discretionary advisory programs supported by extensive research and a range of portfolio management options.

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

Series 66

Miami, FL

Raymond James & Associates

Santuzza Timiraos is a financial advisor with Raymond James & Associates based in Miami, FL. She holds a Series 66 designation and has 24 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 primarily on a non-discretionary basis.

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

Series 63, Series 65

Miami, FL

Raymond James & Associates

Daniel Diego is a financial advisor at Raymond James & Associates with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Daniel is based in Miami, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, and provides 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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Hector S

Series 66

Miami, FL

Raymond James & Associates

Hector Sanchez is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has prior experience at Bank of America and Merrill. Sanchez is based in Miami, FL. 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, institutions, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by a broad 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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Doraida F

Series 63, Series 65

Miami, FL

Raymond James & Associates

Doraida Fernandez is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Outside of finance, she is a 40% owner of FEELGUD, LLC, a wellness and cosmetic cream line. 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 and consulting with a range of portfolio management styles supported by firm research and model manager options.

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

Series 63, Series 65

Miami, FL

Raymond James & Associates

Idalia Daguin is a financial advisor with Raymond James & Associates in Miami, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at UBS Financial Services for eight years before joining Raymond James in 2020. Outside of advisory work, she is involved in several rental real estate businesses as an owner and officer. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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