Top CFOs is pleased to announce The Top 50 Financial Advisors of Miami for 2022. Today and throughout history, Miami has allured many as it continues to thrive in various economic sectors. Known as the financial capital of Latin America, Miami has the largest concentration of domestic and international banks in the region. This year’s awardees are committed to their unique clients, setting them up for continued growth for years to come. Their success stories range from ultra-high-net-worth individuals to startup companies, to families and beyond. Their deep analytical abilities, passion for wealth management, and industry knowledge set them apart from their peers.
Among this year’s awardees is Richard Bernstein, Private Wealth Advisor and Co-Founder of Camelot Wealth Management Partners, whose success and dedication to his clients has landed him on this year’s Forbes Best-in-State Wealth Advisors list. Awardee Pablo Gherardi, Wealth Management Managing Director with Jefferies, was previously part of a team who oversaw $1.5 billion in assets and generated $7.3 million in production from families in Argentina, Brazil. and Uruguay. Also awarded is Michael Revilla, Executive Director and Wealth Advisor with J.P. Morgan, who was hired in January from Raymond James where he was part of a $300 million two-person advisor team.
We applaud these individuals for their outstanding commitment and financial advice. Please join us in celebrating the accomplishments of The Top 50 Financial Advisors of Miami for 2022.
1. Richard Bernstein
Private Wealth Advisor & Co-Founder, Camelot Wealth Management Partners
Richard Bernstein is a nationally recognized Private Wealth Advisor. In practice for 27 years, he is proud to lead Camelot Wealth Management Partners in taking a holistic, hands-on approach, listening to our clients’ financial goals and building a plan tailored for each client. When individuals work with Bernstein, they begin the planning process with a comprehensive approach in identifying, prioritizing, and documenting financial goals.
Bernstein came to Ameriprise because it allowed him to go in depth on clients’ goals and see what they want to accomplish. Not just, ‘Let’s beat the market,’ but, ‘How can I retire at 62?’ As a Private Wealth Advisor, he works one-on-one with clients on financial planning, investments, stock portfolios, 401K accounts, ETF investments, bond accounts, trust accounts, estate planning, tax planning and legacy planning strategies to determine an appropriate way to shift assets to family members and charities. Bernstein graduated from the University of Massachusetts Amherst with an undergraduate degree in economics.
2. Rebecca Sarelson
Senior Wealth Strategist & VP, PNC
Rebecca Sarelson began her professional career 18 years ago. Today, she is a Senior Wealth Strategist and Vice President for PNC. For more than 160 years, PNC has been committed to making a difference for their customers, communities, and employees. Their Main Street banking model means they are uniquely rooted in the places where they operate, living in and supporting the communities in which they do business, understanding their customers are also neighbors.
Sarelson first got her start in 2004 as a tax associate at Fieldstone Shear & Denberg where she handled international and domestic corporate transactions, taxation, wealth preservation, estate planning, and real estate transactions. From there, she went on to Saul Ewing Arnstein & Lehr before eventually rising to become a senior wealth planning strategist at Wells Fargo, her most recent position prior to joining PNC. Sarelson graduated from the University of Florida with a JD, an LLM in tax law, and an undergraduate degree in criminology and sociology.
3. John Fumagalli
President of Wealth Management, Northern Trust
John Fumagalli is the President of Wealth Management of Northern Trust. He is responsible for overseeing the firm's investment management, banking, and fiduciary business for offices in the Central Region. Fumagalli is also a member of the firm's Wealth Management Executive Committee. Northern Trust collaborates with clients and their advisors to offer holistic wealth management services for individuals and families, privately held businesses, family offices, and foundations and endowments
Fumagalli has served with Northern Trust in various roles over the past 34 years. He graduated from Northwestern University with an MBA and from the College of the Holy Cross with an undergraduate degree in economics.
4. Stephanie Aoun
Private Wealth Advisor & VP, Goldman Sachs
Stephanie Aoun is a Private Wealth Advisor and Vice President with Goldman Sachs. At Goldman Sachs, they believe progress is everyone’s business and they commit their people, capital and ideas to helping their clients, shareholders, and the communities they serve to grow. Aoun serves as a trusted advisor for ultra-high-net-worth individuals and families, corporate executives, real estate developers, entrepreneurs, and institutions. She has 12 years of experience. She began his career in 2010.
Aoun graduated from the University of Miami with an MBA in finance and M&A and with an undergraduate degree in international finance and marketing.
5. Junaid Fatmi
SVP of Wealth Management, Citigroup
Junaid Fatmi began his professional career 17 years ago. Today, he is a Senior Vice President of Wealth Management with Citigroup, the institution connecting millions of people across hundreds of countries and cities. Fatmi specializes in wealth preservation for families who may have more complex investment, banking, lending, and estate planning needs. He first joined the firm in 2005 as a financial associate before moving on to investment proposals in risk and control self-assessment.
Fatmi graduated from Florida International University - College of Business with an MS and undergraduate degree in finance. He holds a General Securities Representative License, Investment Advisor & State Security License, and an Annuity & Insurance License.
6. Stephen Miller
Senior Wealth Lending Vice President, SE Region TD
Stephen Miller is a Senior Wealth Lending Vice President for the SE Region of TD. He first joined the firm in 2018. The Toronto-Dominion Bank & its subsidiaries are collectively known as TD Bank Group (TD). TD is the sixth largest bank in North America by branches & serves approximately 22 million customers in a number of locations in key financial centers around the globe. Miller has extensive high net worth and ultra-high-net-worth experience and proven success leading multiple lines of business and organizations to sustained growth and profitability. He has demonstrated leadership with a reputation for recruiting, hiring, coaching, mentoring and motivating teams across all lines of business to work collaboratively to achieve goals. He is known among his peers for being an innovative and creative leader who consistently meets commitments, has a strong work ethics, and high integrity.
Previously, Miller was a senior private banking wealth management consultant and council member at Gerson Lehrman Group and before that, a senior national UX consultant at Salesforce. Earlier in his career he worked with Bank of America Private Bank as a senior vice president and director of private banking and lending. Miller graduated from Penn State University.
7. Rafael Freitas
VP of Private Wealth Management, Goldman Sachs
Rafael Freitas began his professional career 18 years ago. Today, he is the Vice President of Private Wealth Management for Goldman Sachs. Founded in 1869, Goldman Sachs is a leading global investment banking, securities, and investment management firm. Headquartered in New York, they maintain offices in all major financial centers around the world. Freitas graduated from Bard College with an undergraduate degree in economics.
8. Michael Revilla
Executive Director & Wealth Advisor, J.P. Morgan
Michael Revilla is an Executive Director and Wealth Advisor with J.P. Morgan, a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. They have been helping their clients to do business and manage their wealth for more than 200 years. Their business has been built upon their core principle of putting their clients' interests first. Revilla has 17 years of experience. He began his career in 2005.
Before joining J.P. Morgan, Revilla was an SVP at Raymond James. He graduated from the University of Florida with an undergraduate degree in finance.
9. Francesco Traina
Financial Advisor, Raymond James
Originally from Italy, Francesco Traina’s career in finance began in New York City as an intern at Merrill Lynch Wealth Management in 2001. After moving to Miami, he continued building his experience at Morgan Stanley and Wells Fargo Advisors. In 2016, Francesco founded Brickell 21 Capital Management, a boutique investment practice that provides Wealth Management Services for a very selective group of high-net-worth clients. Specializing in equity, fixed incomes and lending, as well as estate and financial planning, he is able to provide quality financial planning to his clients. They are business owners, companies and families from New York, Miami, Europe, and Latin America.
Brickell 21 Capital Management is aligned with Raymond James Financial Services, a publicly traded broker/dealer, which offers Francesco’s clientele essential services such as custody and compliance. Raymond James has been managing wealth for over 50 years and has more than $1 trillion in client assets. Raymond James is included in the S&P 500 index, and its shares are traded on the New York Stock Exchange. Francesco speaks English, Italian, Spanish and Portuguese. Today he leads a dynamic team of financial professionals dedicated to financial freedom.
10. Pablo Gherardi
Wealth Management Managing Director, Jefferies
Pablo Gherardi is a Managing Director for Jefferies Private Wealth Management and a member of the wealth management team in Miami. Gherardi focuses on asset management for high-net-worth individuals and over the course of his career, has developed extensive resources and relationships with wealthy families, family offices and asset managers.
Gherardi has been recognized by On Wall Street Magazine as one of the "Top 40 Advisors Under 40" in 2010. Prior to joining Jefferies, he was a managing director in Wells Fargo Advisors. He received his undergraduate degree in business administration in Uruguay from Universidad de la Republica and holds Series 7, Series 4, Series 63, and Series 65 licenses.
11. Anatoly Iofe
International Financial Advisor, UBS
Anatoly Iofe began his professional career 22 years ago. Today, he is a multilingual International Financial Advisor for UBS. His mission is to provide quality strategies customized to individual needs. His goal is to be a primary source of financial advice, and to this end, he and his team concentrate their efforts on developing long-term relationships through a commitment to quality client service.
Iofe first got his start in 2000 as a senior financial analyst at Wells Fargo. From there, he went on to Bank of America, before eventually rising to become a CEO at IceBridge Capital, his most recent position prior to joining UBS. Iofe graduated from the University of Florida with an MBA in finance.
12. Tim Snow
Managing Director & Financial Advisor, Northwestern Mutual
Tim Snow is a Managing Director and Financial Advisor with Northwestern Mutual. He first joined the firm in 2005. Through a distinctive big-picture approach, including both insurance and investments, Northwestern Mutual is helping people navigate life and guide them to their goals today, and in the days to come.
Early in his tenure with Northwestern Mutual, Snow served as a financial representative and field director with the Striano Financial Group in Boca Raton. In 2010, he relocated to Fort Lauderdale to launch a new district office as managing director before returning to the network office in Boca Raton, where his knack for leadership and eagerness to tackle tough tasks were once again called upon to facilitate growth as the district director. Snow graduated from Florida Atlantic University.
13. Rodrigo Carvalho
First VP & Financial Advisor, Morgan Stanley
Rodrigo Carvalho began his professional career over 17 years ago. Today, he is one of the leaders of The Carvalho Group, a team of 4 professionals within Private Wealth Management at Morgan Stanley. They develop tailored financial strategies for family offices, business owners, senior executives, and their family members. Rodrigo serves clients primarily abroad and in the US who value the experience, honesty, and thoughtfulness that the group brings to relationships.
Clients have entrusted their team with over $1 billion of their wealth. Our extensive experience working with some of the wealthiest families provides clients with the insight and knowledge they need to advance their financial goals, enact long-term legacies, and understand the risks and rewards of various investments, and family wealth issues. Prior to this role, Rodrigo held various positions within the Wealth Management platforms of Itau (Miami) as well as Citi and JPM (NY). In these roles he was involved in helping solve for a wide variety of investment management, trust and estate planning needs.
14. Jonathan Soto
Independent Wealth Advisor & Principal Partner, Fifth Third Private Bank
Jonathan Soto began his professional career 24 years ago. Today, he is an Independent Wealth Advisor and Principal Partner of Fifth Third Private Bank. The bank has over 100 years of experience in wealth management. They help their clients reach their financial goals through personalized wealth planning, banking, insurance, investments, and trust and estate services. As a bank within a bank, they are able to leverage the resources of a top financial institution to deliver a premium level of service to their clients. Soto is known for being a dynamic and motivated senior executive committed to client relationship management and new business development.
Soto first got his start in 1998 as a portfolio manager and trust advisor at Wachovia Corp. From there, he went on to SunTrust before eventually rising to become a regional managing director of portfolio management at BNY Mellon Wealth Management, his most recent position prior to joining Fifth Third Private Bank. Soto graduated from Nova Southeastern University with an MBA and from Florida International University with an undergraduate degree in finance.
15. Mark Wilkins
Managing Director of Wealth Management & Private Wealth Advisor, UBS
Mark Wilkins is a Managing Director of Wealth Management and Private Wealth Advisor for UBS. He and his team help families navigate the complexities that accompany significant wealth. They construct a strategic framework around their wealth, allowing each to direct the impact of their wealth on their personal, professional, and public lives. They are intimately familiar with their client’s aspirations and provide families with the leadership they need to have a clear, disciplined, and comprehensive approach to managing their wealth.
Wilkins joined UBS Private Wealth Management in 2015, following 21 years at Merrill Lynch. Prior to becoming a private wealth advisor, he served as an officer in the United States Army. He was named a top advisor by Barron's for eight years and a Best-in-State Wealth Advisor by Forbes in 2019, 2020, and 2021. He is a founder and board member of the Second Ranger Battalion Assistance Foundation. In 2005, he founded the Mark & Patrick Wilkins Army ROTC Fund at the University of Missouri-his alma mater and in 2007 delivered the commencement address to the graduates of the College of Arts & Sciences for the university.
16. Timothy Kasper
Wealth Management Advisor & Managing Director, Merrill Lynch Wealth Management
Timothy Kasper began his professional career over 23 years ago. Today, he is a Wealth Management Advisor and Managing Director for Merrill Lynch Wealth Management. Kasper and his team provide tailored wealth management strategies to dozens of franchised auto dealers nationwide. While they provide all of the services offered by Merrill and Bank of America, their area of focus is managing assets for vehicle service contract companies. Their scale allows them to offer extremely competitive pricing along with customized reporting around performance, asset allocation, and other pertinent information. In addition, their experience helps to be consultative with clients. Kasper graduated from the University of Florida with an undergraduate degree.
17. Louise Armour
Financial Advisor & Managing Director, J.P. Morgan
Louise Armour is a Financial Advisor and Managing Director with J.P. Morgan. She first joined the firm in 1985. Armour works closely with corporations, individuals, and institutions to focus on a broad array of solutions necessary to establish a pathway to reaching their goals and advising on solutions. With 35 years of experience handling complex transactions through variable economic environments, Armour has earned a reputation for executional excellence. As a member of the J.P. Morgan Portfolio Manager Program, she is part of a select group of advisors managing discretionary client assets. She enjoys the personal aspects of serving the financial needs of her clients and involving and educating the next generation. She exhibits a keen interest in creating organized long-term plans for clients and seeing them through various life stages.
Armour began her career at Thompson McKinnon, followed by Bear Stearns and now J.P. Morgan Securities. She has been an active fundraiser for Palm Beach County Sheriff’s Department Scholarship Fund, MD Anderson, Polo under the Palms and Polo for Life, both in support of families with health and financial issues. She is passionate about women’s advancement in the workplace and served on JP Morgan’s Women’s Executive Advisory Council. Armour earned an undergraduate degree in biology and chemistry from the University at Albany, SUNY.
18. Ricardo Gutierrez
Private Wealth Advisor & Managing Director, Merrill Private Wealth Management
Ricardo Gutierrez is a Private Wealth Advisor and Managing Director with Merrill Private Wealth Management. He first joined Merrill in 2002 and has primarily focused his efforts on relationship management of ultra-high-net-worth clients, key stakeholders, and multi-jurisdictional and multi-generational wealth structuring for sophisticated individuals and corporations to pass on patrimonies efficiently and effectively.
Prior to joining Merrill, Ricardo was the director of Pro-Export in Japan focused on providing Colombian business owners with the advice and tools needed for international expansion. He also worked on the restructuring of one of Colombia's largest construction companies, Interplan. During his successful career he has always maintained a dedication to philanthropic endeavors.
19. Stephen Cooney
Private Wealth Advisor & Managing Director, Wells Fargo
Stephen Cooney is a Private Wealth Advisor and Managing Director for Wells Fargo. He first joined the firm in 2000 as senior vice president. Wells Fargo’s vision is to satisfy its customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, they provide banking, investment, and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy.
Previously, Cooney was an SVP at Northern Trust and before that an SVP at SunTrust Bank. Earlier in his career he worked with Barnett Bank as a corporate banker. Cooney earned an undergraduate degree in finance from the University of Notre Dame.
20. Vivien Balcker
Private Wealth Advisor, Ameriprise Financial Services
Vivien Balcker began her professional career 22 years ago. Today, she is a Private Wealth Advisor with Ameriprise Financial Services. She provides financial advice that is anchored in a solid understanding of client needs and expectations, and provides in one-on-one relationships with her clients.
Balcker first got her start in 2003 as a client service specialist at Citi. From there, she went on to Raymond James Financial as a business development coordinator, her most recent position prior to joining Ameriprise Financial Services. Balcker graduated from Eckerd College with a degree in international business with minors in economics and business administration and concentration in human resources.
21. Juan Pablo Benavides
Private Wealth Advisor & Managing Director, Merrill Private Wealth Management
Juan Pablo Benavides began his professional career 22 years ago. Today, he is the Private Wealth Advisor and Managing Director of Merrill Private Wealth Management. He first joined Merrill in 2000 as a wealth management advisor.
Prior to joining Merrill, Benavides worked with Correval S.A. (Colombia) from 1989-2000. He worked in various capacities within the firm, finishing as managing director of institutional sales. Benavides graduated with an undergraduate degree in economics from the University of Hartford in Connecticut. He holds the CIMA® certification in addition to Series 7, Series and 66 FINRA registrations. Benavides is a specially qualified senior portfolio advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
22. Eric Breitenbach
Financial Advisor, Equitable Advisors
Eric Breitenbach is a Financial Advisor and member of the Retirement Benefits Group at Equitable Advisors. Breitenbach provides financial planning solutions and investment strategies to individuals and their families, business owners, teachers and first responders. He also services financial, and tax advantaged plans for senior executives, multi-generational estates, as well as defined contribution and pension plans.
Breitenbach grew up in the Chicago suburbs and is a former first team all-league division 1 athlete (tennis), former law enforcement officer and former adjunct professor. He was also a board trustee to a 55-million-dollar police pension fund. Breitenbach earned an undergraduate degree in finance from Butler University and a master’s degree in executive leadership from Champlain College.
23. Juan Bernal
VP of Wealth Management & Financial Advisor, Citi
Juan Bernal is a Vice President of Wealth Management and Financial Advisor for Citi. Citi's mission is to serve as a trusted partner to its clients by responsibly providing financial services that enable growth and economic progress. Their core activities are safeguarding assets, lending money, making payments, and accessing the capital markets on behalf of their clients. They have 200 years of experience helping their clients meet the world's toughest challenges and embrace its greatest opportunities. Bernal has 22 years of experience. He began his career in 2002.
Before joining Citi, Bernal was a VP and private financial advisor at SunTrust Investment Services Inc. and before that, a financial advisor and assistant VP of investments at Wells Fargo Advisors. Earlier in his career he worked with Morgan Stanley as a financial advisor. Bernal graduated from Barry University with an MBA in finance and with an undergraduate degree in professional studies.
24. Yahaira Fernandez
Vice President of Wealth Management, Raymond James
Yahaira Fernandez is a Vice President of Wealth Management for Raymond James. She is dedicated to doing what’s best for each client, and since no two are the same, neither is the approach she takes. Her diverse range of clients include business owners, corporate executives, professional athletes, and retirees. She is not only an advisor and advocate to them, but she also treats them like family. She is dedicated to sharing the financial wisdom she has accrued during her career.
Yahaira began her career as a personal banker in 2005 with Washington Mutual Bank. Previously, she was an assistant vice president of investments and a financial advisor at Wells Fargo. She holds the professional designation of Chartered Retirement Planning Counselor℠. For the past four years, she has attended the Barron’s Advisory Team Summit, an invitation-only, higher education conference. In 2019, she was featured as a guest speaker. Fernandez graduated from the University of Central Florida with an undergraduate degree in finance.
25. Ralph Byer
Wealth Management Advisor & Managing Director, Merrill Lynch Wealth Management
Ralph Byer is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He first joined the firm in 1982. He is a qualified portfolio advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill or approved third- party investment managers' strategies, funds or portfolios. Byer takes pride in providing the families served with a personalized, client-focused goals-based approach backed by a talented team.
Byer is a graduate of The State University of New York at Stony Brook and obtained his master’s degree from the University of South Florida.
26. Alfonso Montoya
Premier Wealth Advisor & VP, HSBC Global Banking and Markets
Alfonso Montoya is a Premier Wealth Advisor and Vice President with HSBC Global Banking and Markets. He first joined the firm in 2005. Founded in 1865 to finance trade between Asia and the West, today HSBC is one of the world’s largest banking and financial services organizations serving around 46 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Montoya has 26 years of experience. He began his career in 1996.
Before joining HSBC Global Banking and Markets, Montoya was a senior financial advisor and vice president at Citi. He earned an undergraduate degree in finance from Florida International University.
27. Fabio Prada
Financial Advisor, Insigneo
Fabio Prada began his professional career 27 years ago. Today, he is a Financial Advisor with Insigneo, a leading international wealth management firm offering a comprehensive menu of services and technology that empowers independent investment professionals to manage their clients around the world. Since 1985, Insigneo has been committed to delivering a simpler user experience and being a friendlier, more approachable investment firm. They promote a culture of shared values with intelligent controls, service excellence, and continuous innovation, like-minded individuals working as a team over a common goal: to empower the independent investment professional.
Prada first got his start in 1995 as a derivatives trader at Citi Brasil. From there, he went on to Santander Brasil. After that he went to the corporate side becoming CFO of Huawei Technologies, ZTE Technologies and Mitsubishi Motors, before rising to become a director of wealth management at Hayman-Woodward Global Mobility, his most recent position prior to joining Insigneo. Prada graduated from Fundação Armando Alvares Penteado with an undergraduate degree in business administration and management.
28. Susan Jones
Senior Wealth Manager, Plancorp
For over twenty years, Susan Jones has passionately provided wealth management services to individuals, families, fiduciaries, private foundations and their related entities with a focus on sophisticated income, gift and estate tax consulting and compliance, proactive executive compensation planning and succession planning. She understands the many facets involved in creating a successful multi-generational family legacy and uses a forward-looking approach to help clients grow and preserve assets, reduce taxes and realize both their financial and non-financial goals. Jones currently serves as a Senior Wealth Manager with Plancorp.
Jones’ experience includes practicing law in the tax and estate planning area with an international law firm and, most recently, as a partner with a national accounting firm where in addition to her direct client work Susan served as the North Region leader for the Private Client group and as the Tax Director for the Missouri and Southern Illinois offices. After collaborating with Plancorp advisors for many years and respecting Plancorp’s holistic and comprehensive approach to wealth planning, Jones joined the Plancorp team in the summer of 2021. She graduated from Washington University in St. Louis a JD and from Saint Louis University with an undergraduate degree in accounting and finance.
29. Enrique Ortega
Director & Senior Wealth Advisor, Citi
Enrique Ortega is the Director and Senior Wealth Advisor of Citi. He first joined the firm in 2013. Citigroup operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. Ortega’s expertise is in helping people achieve their financial goals and objectives by guiding them navigate the investment world. He currently manages a portfolio of clients of approximately $500 million of assets under management for investment and banking purposes.
Previously, Ortega was a financial advisor at Bank Leumi USA where he managed a portfolio of 1,200 high net worth international client relationships. The accounts range from $200,000 to $3 million, with total assets under management of approximately $350 million. Before that, he served as a client services representative at EFG Capital International Corp. Earlier in his career he worked with Comerica Bank as a credit analyst. Ortega earned an MBA in finance from the University of Miami and an undergraduate degree in economics and finance from Florida International University.
30. Angela Abrascio-Ramos
International Wealth Management Advisor & AVP, Merrill Lynch Wealth Management
Angela Abrascio-Ramos is an International Wealth Management Advisor and Assistant Vice President of Merrill Lynch Wealth Management. She works on the belief that managing wealth extends beyond building investment portfolios, and that it means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning. Abrascio-Ramos is part of a team of tenured professionals with over 100 years of combined experience that provides wealth management strategies and services for high-net-worth families to help them structure their financial assets and pursue their short- and long-term financial goals. As a native of Brazil, she is fluent in Portuguese, English and Spanish.
Abrascio-Ramos began her financial services career in 1990. Over the years she has completed several finance and investment courses including the Chase Professional Development Program in 1998. Most recently, she earned the Chartered Retirement Planning Counselor℠ designation offered by The College for Financial Planning Institutes Corp. in 2015.
31. Kyle Stewart
VP of Investments & Senior PIM Portfolio Manager, The Brief-Stewart Private Wealth Group of Wells Fargo Advisors
Kyle Stewart is a hands-on advisor who takes pride in serving as a coach for clients, helping them make informed decisions about their finances and their lives. Over his 16-year career, he has built a reputation as a trusted advisor on whom clients rely on to help them build, manage, protect and transfer their wealth. He seeks to form deep connections with clients to fully understand their unique goals and priorities, including lifestyle, family, philanthropy and creating a legacy for the future.
Stewart and his team work with high net worth individuals, families, estates and trusts. As a former business development manager for Smith Barney with a background in banking, he is able to focus on both sides of the balance sheet to help empower clients to achieve their specific financial goals. Stewart can provide access to Wells Fargo affiliate products and services such as wealth planning, private banking, trust and fiduciary services, and insurance as well as various customized and more traditional lending products. As part of the Brief Stewart Financial Group of Wells Fargo Advisors, Stewart is committed to putting clients first, striving to exceed expectations and uphold the team’s high service standards. He is a compassionate, energetic advisor who is quick to roll up his sleeves to get the job done.
32. Alejandro Montalvo
International Wealth Management Advisor, Truist
Alejandro Montalvo is an International Wealth Management Advisor with Truist. He first joined the firm in 2017. BB&T and SunTrust formed Truist with a shared purpose, to inspire and build better lives and communities. With their combined resources, collective passion, and commitment to innovation, they’re creating a better financial experience to help people and businesses achieve more. With 275 years of combined BB&T and SunTrust history, Truist serves approximately 12 million households with leading market share in many high-growth markets in the country.
Previously, Montalvo was an international banking center at Ocean Bank. Earlier in his career he worked with ADP within the resolution team. Montalvo earned an undergraduate degree in accounting from Miami Dade College.
33. Yousef Surmawala
Financial Advisor, Coastal Wealth, a MassMutual firm
Yousef Surmawala is a Financial Advisor of Coastal Wealth, a MassMutual firm. Their services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. They focus on helping their clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short and long-term objectives.
For the last 5 years, Surmawala and his team have concentrated on young professionals and designing their financial plans in coordination with their work benefits. For long time mature clients, their forte has been in developing estate plans with tax advantage strategies for retirement and legacy planning. Before joining Coastal Wealth, Surmawala was a financial advisor at MetLife. He graduated from Florida Atlantic University with an undergraduate degree in business administration and enterprise economics.
34. Steven Adelson
Private Wealth Advisor & President, Adelson Group
Steven Adelson is the Private Wealth Advisor and President of Adelson Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. He first joined the firm in 2006. At Adelson Group, each client’s financial well-being is extremely important and they take it very seriously. They start by asking questions about the client’s life, dreams, financial goals, and concerns. They have developed and refined a process to help take the financial steps necessary to reach goals. Through outstanding client service and personalized, comprehensive financial advice, Adelson and his team work with clients passionately to help them plan to achieve their goals so they can experience more confidence now and throughout retirement.
Adelson earned an MBA in investment management and financial valuation from Lynn University and an undergraduate degree from Tulane University.
35. Ed Hickey
Financial Advisor & Managing Director, Aventus Capital Advisors
Ed Hickey is a Financial Advisor and Managing Director for Aventus Capital Advisors, a financial advisory practice of Ameriprise Financial Services. Ameriprise Financial Services LCC. He has over 29 years of experience. Hickey and his team are proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all clients. They work collectively to serve goals and help meet a financial future with more confidence.
Before joining Ameriprise, Hickey was a financial planning specialist, VP of wealth management and certified portfolio manager at Morgan Stanley Smith Barney Earlier in his career he worked with Merrill Lynch as a certified financial manager. Hickey graduated from the University of Notre Dame with an undergraduate degree in finance.
36. Ofer Levy
Global Wealth Manager, Raymond James
Ofer Levy is a Global Wealth Manager with Raymond James. He first joined the firm in 2021. Founded in 1962 and a public company since 1983, Raymond James Financial is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. With more than 10,000 associates worldwide and $896 billion in client assets, the company’s business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.
Previously, Levy was a senior financial advisor and first VP at Bank of America Corporation. He earned an undergraduate degree in industrial engineering from Technion Israel.
37. John Fulton
Private Wealth Advisor & Senior Portfolio Manager, UBS Wealth Management
John Fulton is a Private Wealth Advisor and Senior Portfolio Manager for UBS Wealth Management. UBS Wealth Management offers asset management services to individual and institutional clients. With a 150-year history and a network of offices in over 50 countries on 5 continents, UBS has extensive experience managing the wealth of high net worth and ultra-high-net-worth individuals. For nearly 30 years, Fulton has guided clients through challenging life transitions. In his role, he manages their team’s investment committee and delivers portfolio management solutions for liquidity needs, longevity/retirement, and legacy purposes.
Fulton joined UBS in 1994 and has been committed to the success of the firm and his clients ever since. He graduated from Towson University with an undergraduate degree in business administration, finance, and economics.
38. Stuart McGeough
Wealth Management Advisor, TIAA
Stuart McGeough is a Wealth Management Advisor with TIAA. He first joined the firm in 2015. TIAA specializes in providing retirement plans, IRAs, mutual funds, and life insurance. The company is dedicated to helping those who teach, heal, and serve to achieve financial well-being. TIAA was founded in 1918 and headquartered in New York, United States. They are committed to helping those who help others find confidence in retirement is their mission and they stand hand-in-hand with 5M+ clients to help fortify their money so they can ignite their dreams.
Previously, McGeough was a branch manager at Scottrade and before that a financial consultant at Ladenburg Thalmann. Earlier in his career he worked with Deutsche Bank as a graduate analyst. McGeough earned an undergraduate degree in economics from Loughborough University.
39. Maggie Villacampa
Wealth Advisor & Managing Director, Wells Fargo Private Bank
Maggie Villacampa began her professional career 15 years ago. Today, she is a Wealth Advisor and Managing Director for Wells Fargo Private Bank. In her role, Villacampa is responsible for working with high net worth and complex individuals, families, and business owners to assist them with effectively managing their wealth, first by identifying each client’s unique goals then coordinating a team of specialists to implement custom, comprehensive wealth plans to help accomplish those goals.
Villacampa previously served as an SVP at Bank of America Private Bank, her most recent position prior to joining Wells Fargo Private Bank. She graduated from Florida International University with an undergraduate degree in business administration.
40. David Feigelman
Wealth Management Advisor & Managing Director, Merrill Lynch Wealth Management
David Feigelman is a Wealth Management Advisor and Managing Director with Merrill Lynch Wealth Management. He focuses on understanding each client's unique needs and constructing an asset allocation plan to accurately reflect each client's income and growth expectations. These plans are flexible and adjust to changes in the markets and the client's personal circumstances. He is a qualified portfolio manager and works closely with clients to build highly customized strategies, constructing portfolios on a non-discretionary basis through the use of individual stocks and bonds, mutual funds, ETFs, and option strategies for income.
In 2018, Feigelman was honored to be named to Forbes "Best-in-State Wealth Advisors" list. He started his career with EF Hutton in Massachusetts in 1982. Feigelman graduated from Boston University with an undergraduate degree in finance.
41. Daniel Tumba
Managing Director & Wealth Manager, First Republic Private Wealth Management
Daniel Tumba is a Managing Director and Wealth Manager of First Republic Private Wealth Management. At First Republic, they believe in customized solutions rather than a one size fits all approach. They develop wealth management strategies that address complete financial picture. Their clients work with a single wealth advisor who coordinates a team of banking, investment management, trust, and brokerage professionals who work together to best address unique situations. Tumba has 17 years of experience. He began his career in 2005.
Before joining First Republic Private Wealth Management, Tumba was an executive director and financial advisor at J.P. Morgan and before that, a director at Sven Tumba Education Fund US. Earlier in his career he worked with the World Golfers Championship as a marketing director. Tumba graduated from the University of Florida with an undergraduate degree in business administration and management.
42. Christopher Georgopoulos
Director and Wealth Advisor, Cresset
Christopher Georgopoulos is a Director and Wealth Advisor with Cresset. He specializes in providing concierge service and solutions to ultra-high-net-worth individuals and families and is based in south Florida but works with clients throughout the country.
Georgopoulos began his career in 2002 as an equity and options trader with AMR Capital. In 2010 he left the trade desk to head the sales team at Lowry Research Corp. Most recently in 2017, he joined Bank of America Private Bank as a private client advisor and served as the lead advisor on a large book of ultra-high-net-worth clients. Georgopoulos is a graduate of the University of Tampa with an undergraduate degree in finance with a concentration in statistics. He is active in the Greek Orthodox community in south Florida and a proud member of the Friends of the Uffizi.
43. Brad Baumgartner
Partner and Wealth Advisor, Stratos Wealth
Brad Baumgartner has over 30 years of experience assisting clients in pursuing their savings and retirement goals. He joined Stratos Wealth Partners in 2012 in order to better accommodate the needs of his clients without conflicts of interest. He began his career as a securities broker for retail investors before becoming an independent financial planner. Baumgartner specializes in helping clients navigate personalized retirement plans, lump sum distributions, IRAs, Irrevocable Life Insurance Trusts, and more. He has been working with the employees of the University of Miami since 1997 and continues to be a dedicated resource to their faculty and staff.
Baumgartner graduated from the University of South Florida with an undergraduate degree in mass communications and marketing.
44. Rob D'Angelo
Director and Wealth Advisor, Cresset
Rob D'Angelo is the Director and Wealth Advisor of Cresset. He first joined the firm in 2022. Cresset is a boutique family office and private wealth management firm serving CEO, founders, entrepreneurs, partners, wealth creators, HNW and multi-generational families across the nation. Their goal is to reinvent the way individuals experience wealth and well-being, giving their clients time to pursue what matters most.
Previously, D'Angelo was an EVP and financial advisor at Altrius Capital Management, Inc. and before that, an associate director at GAM. Earlier in his career he worked with AB Bernstein as a senior private client associate and assistant VP. D'Angelo earned an undergraduate degree in finance from Virginia Tech.
45. Brian Seits
Financial Advisor & Managing Director of Investments, Wells Fargo Advisors
Brian Seits began his professional career 23 years ago. Today, he is a Financial Advisor and Managing Director of Investments of Wells Fargo Advisors. He delivers a full range of investment planning tailored to unique needs. Whether needing to invest for retirement, plan for education expenses, or some other goal, Seits helps his clients make informed decisions about their investment strategy.
Seits graduated from the University of Miami Herbert Business School with an undergraduate degree in finance.
46. Donald Kent
Financial Advisor and Branch Manager, Raymond James Financial Services
With more than 25 years of experience as a Financial Advisor, Donald Kent advises an exclusive group of clients on retirement, insurance, and investment planning strategies. He works alongside other professionals such as estate planning attorneys and CPAs to design, implement and monitor solutions to help clients reach their financial goals, dreams, and objectives.
Previously, Kent hosted the popular financial talk radio show “Raymond James’ Your Money Matters” for over a decade where he discussed financial and retirement planning strategies while interviewing financial analysts, CPA’s, estate planning attorneys, economists and institutional money managers. In 1993, he served as a VP at Noble International Investments.
47. Tony Pirozzi
Branch Manager & Financial Advisor, Raymond James Financial Services
Tony Pirozzi is the Branch Manager and Financial Advisor for Raymond James Financial Services, a brokerage house and a team of competent financial professionals dedicated to their clients meeting their financial needs. Their commitment is to understand their situations, aspirations, and concerns. Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. Pirozzi has 21 years of experience. He began his career in 2000.
Pirozzi graduated from American University with an undergraduate degree in economics.
48. Carey Rosen
Financial Advisor & Managing Director, Ameriprise Financial Services
Carey Rosen began his professional career 24 years ago. Today, he is a Financial Advisor and Managing Director with Ameriprise Financial Services. At Ameriprise Financial, they have helped their clients feel confident about their financial futures for more than 125 years. Their network of more than 10,000 financial advisors delivers personalized financial advice to help clients reach their goals.
Rosen first got his start in 1990 as a VP of financial advisor at Merrill Lynch. From there, he went on to Morgan Stanley Wealth Management as a first VP and financial advisor, his most recent position prior to joining Ameriprise Financial Services. Rosen graduated from CUNY - Baruch College with an undergraduate degree in finance.
49. Ayesha Yasin
Managing Director & Financial Advisor, RBC Wealth Management
Ayesha Yasin began her professional career 17 years ago. Today, she is a Managing Director and Financial Advisor with RBC Wealth Management. Yasin and her team provide customized financial solutions for a select group of families and business owners to help them achieve their financial and investment management objectives
Yasin first got her start in 2005 as a VP and portfolio manager at Merrill Lynch. From there, she went on to Morgan Stanley serving as an SVP and portfolio manager. Yasin graduated from St. Joseph College for Women Karachi with an undergraduate degree in economics, finance, and French.
50. Lance Longwater
Director and Financial Advisor, Truist Wealth
Lance Longwater is a Director and Financial Advisor of Truist Wealth, a purpose-driven company dedicated to building a better future for its clients, teammates and communities. With 275 years of combined BB&T and SunTrust history, Truist is one of the nation’s largest financial services holding companies offering a wide range of services including retail, small business and commercial banking; asset management; capital markets; commercial real estate; corporate and institutional banking; insurance; mortgage; payments; specialized lending and wealth management. Headquartered in Charlotte, North Carolina, Truist serves approximately 10 million households with leading market share in many high-growth markets in the country. Longwater has 26 years of experience. He began his career in 1996.
Before joining Truist Wealth, Longwater was a Schwab private client advisor at Charles Schwab. Earlier in his career he worked with Fidelity Investments as a financial advisor. Longwater graduated from The University of Georgia with an undergraduate degree in economics.
