Coral Gables, FL 2525 Ponce De Leon Blvd. Office

Leander Marrero is a financial advisor with Raymond James Financial in Coral Gables, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, he worked at Morgan Stanley for one year and has experience in education from positions at the University of Central Florida and Bob Graham Education Center. He is also an associate at Private Wealth Management of Coral Gables. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting utilizing analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Marshall is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Coral Gables, FL, holding Series 63 and Series 65 licenses with 30 years of industry experience. His career includes roles at Wells Fargo Advisors and Provenance Wealth Advisors before joining Raymond James in 2021. Outside of Raymond James, he serves as an independent contractor for Fortuna Wealth and owns Penworth Investments LLC, a financial advisory firm supporting Raymond James Financial Services Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm focuses on tailored, non-discretionary planning and consulting using analytical tools to support client goals and offers specialized services including municipal and public finance advisory and SIMPLE IRA Employer Advisory & Consulting Programs.

Adalberto Maulini is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. Prior to joining Raymond James in 2022, he worked at Morgan Stanley and its affiliated private banking entities from 2013 to 2022. Outside of his advisory role, Maulini owns a salon and beauty bar business and serves as a director for a nonprofit organization focused on raising funds for seniors, babies, and animals. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients, using tailored, non-discretionary planning supported by analytical tools and risk profiling. The firm also offers specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Adrian Lorenzo is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Provenance Wealth Advisors. Outside of his primary advisory work, he is associated with Fortuna Wealth, where he provides financial advisory, administrative, and client service support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports both individual and institutional portfolio management.