WealthSpire Advisors

Raymond Kramer is a financial advisor at Wealthspire Advisors with four years of industry experience. He holds a Series 65 designation and has worked at firms including GM Advisory Group, Trinity Wealth Securities, and Florida Financial Advisors. His background also includes roles outside of finance, such as positions at Georgetown University and the Palm Health Foundation. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, primarily through a wrap-fee separately managed account program. The firm offers customized portfolios and standalone financial planning, emphasizing strategic asset allocation across various investment vehicles.

Francis Balas is a CFA® charterholder with four years of industry experience. He is currently with WealthSpire Advisors and has worked at GM Advisory Group since 2015. WealthSpire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, offering customized portfolios primarily through a wrap-fee separately managed account program. The firm also provides standalone financial planning and consulting services and emphasizes strategic asset allocation across a range of investment vehicles.

Michael Santo is a financial advisor at Wealthspire Advisors with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Bank of America Private Bank for 17 years. Wealthspire Advisors serves a diverse client base including individuals, high net worth individuals, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary investment management primarily through a wrap-fee separately managed account program. The firm customizes portfolios to client objectives and emphasizes strategic asset allocation across multiple investment vehicles.

Joseph Devine is a financial advisor at Wealthspire Advisors with prior experience at Macquarie Asset Management and as a self-employed professional. He holds Series 63 and Series 65 licenses and is based in San Diego, CA. Devine has been with Wealthspire Advisors since 2025. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary investment management primarily through a wrap-fee separately managed account program. The firm customizes portfolios to client objectives and emphasizes strategic asset allocation across various investment vehicles, conducting due diligence on third-party managers and providing periodic performance reporting.

Carolina Llano Gonzalez is a CFP® professional at WealthSpire Advisors with one year of industry experience. She previously worked at GM Advisory Group and Finemark National Bank & Trust. WealthSpire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary investment management primarily through a wrap-fee separately managed account program. The firm also provides standalone financial planning and consulting services, customizing portfolios to client objectives with a focus on strategic asset allocation and due diligence on third-party managers.

Belle Bennett is a financial advisor at Wealthspire Advisors with one year of industry experience. She holds a Series 65 designation and previously worked in education at Michigan State University and local schools. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, offering customized portfolios primarily through a wrap-fee separately managed account program. The firm also provides standalone financial planning and consulting services.

Andrew Frattaroli is a financial advisor at Wealthspire Advisors with three years of industry experience. He holds the Series 66 designation and has worked at GM Advisory Group since 2022, with prior roles including a position at Equitable Advisors. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities by providing discretionary and non-discretionary investment management, financial planning, and consulting services. The firm emphasizes strategic asset allocation across various investment vehicles and maintains a network of affiliate relationships that enhance its service offerings.

Frank Marzano is a CFP® with four years of experience at WealthSpire Advisors in Boca Raton, FL. He has been with Gm Advisory Group, Inc. since 2006. Outside of his advisory work, he serves as Team Principal for the Hy Flyers golf team in the LIV Golf League, overseeing business operations and day-to-day management. Wealthspire Advisors serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with discretionary and non-discretionary investment management, financial planning, and consulting services. The firm emphasizes strategic asset allocation across various investment vehicles and conducts due diligence on third-party managers while providing customized portfolios aligned with client objectives.