With more than 21 years of experience in financial planning and investment management, Tarek Salhab has the accumulated knowledge and perspective to help you with your financial goals. Tarek understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Tarek will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Tarek endeavors to create long-term meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your portfolio.

Based on what he learns about you, your goals and an analysis of the current financial markets, Tarek designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and once you are comfortable with your new plan, Tarek puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.

Tarek began his career in financial services in 2000 with Morgan Stanley. He then joined Merrill Lynch in 2006 where he worked with his current team until moving with them to Raymond James in 2021. Today, Tarek provides financial and estate planning through use of equities, fixed income securities, managed money and more through Raymond James.

Tarek was born in Jerusalem and moved with his family to the United States in 1989. He earned a Bachelor of Science in economics with a minor in finance at University of Florida. Tarek currently serves on the board at Canterbury School as well as Lee Health Foundation. He resides in Fort Myers, Florida, with his wife, Zeinah, two sons, Ziad and Yusef, and daughter, Kiyann. Away from the office, Tarek enjoys traveling, spending time with family and attending sporting events.