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., holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. His career includes roles at Provenance Wealth Advisors, Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Prudential Equity Group, LLC. He is also involved as an independent contractor with Fortuna Wealth and owns Penworth Investments LLC, a financial advisory firm serving Raymond James Financial Services Advisors. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory 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, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Citigroup Global Markets, and Morgan Stanley. He is also involved with Fortuna Wealth in a financial advisor and client service capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele ranging from individuals to institutional clients. The firm provides tailored, non-discretionary planning supported by analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.