You’ll have the resources of a national leader to serve your financial planning needs

When it comes to your financial future, there’s nothing like having the complete support of a firm with powerful resources and international reach. At the Miami, Florida, branch of Raymond James, you’ll find exactly that – plus a team of local professionals who know exactly where you’re coming from and who are dedicated to helping you pursue your unique financial goals.

Miami Management Team

  • Michael J. Origlia
    Managing Director
    Branch Manager
  • Mike Revilla, CFP®
    Assistant Branch Manager

  • Lissette Montalvo
    Branch Operations Manager
  • Paul Jahjah
    Branch Operations Manager

Miami Financial Advisors

  • Alianza Wealth Management Group

  • Barkow Wealth Management Group

  • Bermont Advisory Group

  • Global Wealth Advisors


  • Harth-Silva Group

  • Integrity Wealth Management

  • Lamchick Financial Group

  • Revilla Group

  • Steckler Wealth Management Group

  • Sigma Wealth Advisory

  • The Americas Group

  • The Gables Legacy Group

  • The Starner
    Group
  • Victoria Azpurua Wealth Management
  • Wengrovitz Eaton Financial Group

  • Whitehurst Advisory Group

  • Alain Albergel
    Senior Vice President, Investments
  • Anamelina Rios Perez
    AMP - Financial Advisor
  • Andres Castillo
    Senior Vice President, Investments
  • Andres Galvez
    Senior Vice President, Investments
  • Annette Rosenfield
    Associate Vice President, Investments
  • Bruce Cacho-Negrete
    Financial Advisor

  • Christina Whitehurst
    Financial Advisor
  • Eduardo Bonilla
    First Vice President, Investments


  • Edwin Shedd
    Senior Vice President, Investments


  • Eugenio Arango
    Senior Vice President, Investments
    Managing Director
  • Eileen Lamchick
    Vice President, Investments

  • Eric Munoz
    Senior Vice President, Wealth Management

  • Ernesto Angueira
    Senior Vice President, Wealth Management, Managing Director

  • Frank Vigil
    Senior Vice President, Investments
    Managing Director
  • Ignacio Crespi
    Financial Advisor

  • Javier Ferreira
    Vice President, Investments

  • Jessica Valera
    Senior Vice President, Wealth Management

  • Jordi R. Busse
    Financial Advisor

  • Julio Revuelta
    Financial Advisor

  • Keith Ginsburg
    Financial Advisor

  • Kevin Munoz
    Associate Vice President, Investments

  • Laura Steckler, CFP®
    Senior Vice President, Investments
    Managing Director
  • Lizzette Inchaustegui
    Vice President, Investments
  • Luis Tascon
    Financial Advisor

  • Manuel Bernardez, CFP®
    Financial Advisor

  • Matt Perrelli, CFP®
    Accredited Asset Management Specialist
    Financial Advisor
  • Margaret Starner, CFP®
    Senior Vice President, Investments

  • Maria Mendoza
    Senior Vice President, Investments

  • Maria Pessoa
    Vice President, Investments

  • Michael Epstein, J.D., LL.M.
    Financial Advisor

  • Michael Gold
    Senior Vice President, Investments

  • Miguel Viyella
    Vice President, Investments

  • Mike Revilla, CFP®
    Vice President, Investments

  • Mitch Lamchick, CFP®
    First Vice President, Investments

  • Orlando Garcia
    Managing Director

  • Oscar Gonzalez
    Vice President, Investments

  • Pedro Harth-Silva
    Senior Vice President, Investments

  • Peter L. Bermont
    Senior Vice President, Investments
    Managing Director
  • Phil Wengrovitz, CFP®
    Senior Vice President, Investments

  • Rafael Sagarbarria
    Vice President, Investments

  • Ray Sardina
    Vice President, Investments

  • Ruben Frezzotti
    First Vice President, Investments

  • Santuzza "Tuca" Timiraos
    Managing Director

  • Scott Barkow, CFP®
    Senior Vice President, Investments
    Managing Director
  • Scott Weingarden, JD, CFP®, CIMA®
    Financial Advisor

  • Simone Kriger, JD
    Senior Financial Planning Consultant

  • Susan Rutrough
    Vice President, Investments

  • Tom Whitehurst
    Senior Vice President, Investments
    Managing Director
  • Van Martin
    Financial Advisor

  • Vann Wilder
    Senior Vice President, Investments

  • Victoria Azpurura
    Vice President, Investments

  • Yarina Montalvo
    Senior Vice President, Investments

Miami Associates

  • Adrian Tinoco
    Senior Client Service Associate
  • Alina Zeledon
    Senior Client Service Associate
  • Ana Crespo
    Senior Client Service Associate
  • Anna Demaccino
    Investment Portfolio Associate
  • Anne-Sophia Colas
    Senior Registered Client Service Associate
  • Claudia Viyella
    Client Service Associate
  • Dafina McCarthy
    Financial Advisor Trainee
  • Danay Venereo
    Branch Operations Specialist
  • Daniel Chapman
    Investment Portfolio Specialist
  • Denysse Vargas
    Senior Client Service Associate
  • Felipe Gallo
    Senior Client Service Associate
  • Flavio Landivar, CFP®, MBA
    Investment Portfolio Associate
  • Haydee Guillermo
    Client Service Associate
  • Jackie Garcia
    Client Service Associate
  • Jennifer Sardiña
    Client Service Associate
  • Jessica Delgado
    Senior Client Service Associate
  • Jesus Cruz
    Business Manager
  • Joe Goudie
    Senior Client Service Associate
  • Jose Viyella
    Client Service Associate
  • Julia Mendoza
    Client Service Associate
  • Karla Avecillas
    Registered Client Service Associate
  • Kim E. Oliveros
    Senior Registered Client Sales Associate
  • Krystine Pereda
    Financial Planning Consultant
  • Lilly Paradas
    Practice Business Coordinator
  • Liz Arza
    Senior Client Service Associate
  • Lourdes Mendez
    Senior Client Service Associate
  • Lyn Hernandez
    Client Service Associate
  • Maia Rearwin
    Senior Client Service Associate
  • Maria Jose Cabezon
    Senior Client Service Associate
  • Mariana Permuy
    Senior Registered Client Service Associate
  • Maria Wilder
    Financial Planning Consultant
  • Martha Aleman
    Senior Client Service Associate
  • Melissa Serrano
    Senior Registered Client Service Associate
  • Natasha Lark
    Investment Portfolio Associate
  • Nicholas Suarez
    Investment Portfolio Associate
  • Nicole Mandich
    Senior Registered Client Service Associate
  • Nora Ampuero
    Senior Client Service Associate
  • Orqui Hernandez
    Senior Client Service Associate
  • Pilar Garcia
    Senior Client Service Associate
  • Ricardo Javier Albor Mafiol
    Senior Client Service Associate
  • Rossyabril Martinez
    Senior Client Service Associate
  • Stephanie Valdes
    Branch Operations Specialist
  • Yami Cruz
    Practice Marketing Associate
  • Zulay Polanco
    Investment Portfolio Associate
  • Maya Coppo
    Senior Registered Client Service Associate

Beverly Hills Financial Advisors

    Eric de Goldsmith-Rothschild
    Senior Vice President, Investments

Miami Beach Financial Advisors

  • Marty Gelb
    Financial Advisor

  • Sonya Gelb
    Vice President, Investments

  • Jackie Lalonde
    Senior Vice President, Investments

Miami Beach Associates

  • Jessica Carballo
    Client Service Associate
  • Evelyn Rivera
    Senior Branch Operations Specialist

Dadeland Financial Advisors

  • David Lerner
    Senior Vice President, Investments


  • Jeff Rubens
    Vice President, Investments
    Investment Management Consultant

  • Melissa Seifer
    Vice President, Investments
    Wealth Management Specialist

  • William A. Sarmiento, WMS®
    Financial Advisor, Investments
    Wealth Management Specialist

Dadeland Associates

  • MaQui Snitzer
    Senior Client Service Associate

Key West Financial Advisors

Key West Associates

  • Millain Tuya
    Branch Operations Specialist

 

Raymond James and its advisors do not offer legal advice. You should discuss any legal matters with the appropriate professional.

CFP® | Certified Financial Planner™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

"Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA ®” and “Certified Private Wealth Advisor ®”. Use of the CPWA ® or Certified Private Wealth Advisor ® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.