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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Miami is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Miami & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Miami?

Looking for a qualified financial advisor in Miami? We can help you by narrowing down your options & listing the best financial advisors in Miami as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Miami near you with the list of certified and vetted Miami financial advisors.

List of Qualified Financial Advisors in Miami, Florida

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Jimmy Gonzalez

Anthem Advisors

200 South Biscayne Boulevard
20th Floor

Miami, FL 33131

305-482-3002

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Matthew Lapides

Ethos Private Wealth

1825 Ponce de Leon Boulevard
Suite 567

Coral Gables, FL 33134

305-206-1621

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Mark Rowley

Edelman Financial Engines, LLC

18851 NE 29th Avenue, Suite 501

Aventura, FL 33180

786-463-4286

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David Balestriere

Edelman Financial Engines, LLC

7900 Glades Road Suite 310

Miami Ii - Boca Raton (West), FL 33434

561-288-4011

List of Additional Financial Advisors in Miami, Florida*

* Additional advisor listing is provided in partnership with Yext

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Emiliano Lorenzini - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-2406

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Morgan Stanley Financial Advisors

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-2000

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Alejandro Salvidea - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-2004

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Carlos Rodriguez - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
305-533-5339

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Daniele Conci - Morgan Stanley

200 South Biscayne Blvd
51st Fl

Miami, FL 33131
305-533-5310

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Alejandro Perez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6974

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Juan Dibildox - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
305-533-5352

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All Star Capital Group, Inc.

14707 South Dixie Highway
Suite 306

Miami, FL 33176
305-252-0113

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Javier Briceno - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-0238

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Integra Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6977

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Eric Brook - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-0211

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Enrique Vila - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6924

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Jimena Hails - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1731

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Silvana Roncal - Morgan Stanley

200 South Biscayne Blvd
51st Fl

Miami, FL 33131
305-533-5394

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Jesse Echemendia - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2007

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Tiani Hausen - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-2088

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Wolfe Wealth Management Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9338

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Pamela Brylski - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
305-533-5367

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Andres Hanania - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6921

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The O'Neil/Miller Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-379-8568

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Maria Del Rosario Hondermann - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6959

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Siddharth Dhawan - Ameriprise Financial Services, LLC

444 Brickell Ave
Ste 450

Miami, FL 33131
305-760-6730

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Fradel Barber

7500 SW 78th Ct

Miami, FL 33134
212-363-1600

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Ricardo Bembibre - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-0216

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Hugo Mantilla - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
305-533-5326

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The Mercado Group - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2025

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Mareas at Botanica

15520 SW 127th Ave.

Miami, FL 33177
305-809-7967

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Horvath Wealth Management - Ameriprise Financial Services, LLC

9130 S Dadeland Blvd
Ste 1903

Miami, FL 33156
305-779-2475

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Jorge Morasso - Morgan Stanley

200 South Biscayne Blvd
51st Fl

Miami, FL 33131
305-533-5311

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Bernardo Acebal - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
305-533-5309

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Priscila E Querasian - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1712

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Allstate Personal Financial Representative: Daniel B. Tercero

4259 SW 72nd Ave

Miami, FL 33155
786-246-4411

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Miguel Bacal - Morgan Stanley

200 South Biscayne Blvd
51st Fl

Miami, FL 33131
305-533-5321

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James Enea - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1746

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Luiz Fernando Boruchowski - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6951

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DTLR

1162 NW 54th St
Space 1156

Miami, FL 33127
305-762-7239

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Grove Station Tower

2700 SW 27th Ave

Miami, FL 33133
305-770-6064

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Brett A Cohen - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2020

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Zoi House

2900 SW 28th Ln

Miami, FL 33133
786-667-8808

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Jack Carvalho - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1721

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Arlette Citraro - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-2069

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Renato Bisconcini - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8594

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Oliva, Rivero & Fava - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8558

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Ricardo Sucre - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-0237

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Rodolfo R Rake - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
305-533-5370

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Rodolfo Garza-Fernandez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-0219

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Rosa Gonzalez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1714

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David G. Walter, New York Life

801 Brickell Avenue
Suite 1440

Miami, FL 33131
786-878-6356

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Jose Ramon Perez Sabate - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-6267

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Alberto Moreno - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8534

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Sulzberger Capital Advisors

4500 Biscayne Boulevard Ste. 205

Miami, FL 33137
305-573-4900

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Sandra Gonzalez Del Campo - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
305-533-5328

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Strategic Investment Services

14248 Southwest 158th Path

Miami, FL 33196
305-234-0003

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Sergio Espinoza Baviera - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
305-533-5488

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Garrel Financial & Insurance Services

801 Brickell Ave
Suite 1440

Miami, FL 33131
917-482-7343

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Gordon Wealth Financial Life Advisors

4400 Biscayne Boulevard
12th Floor

Miami, FL 33137
786-360-5227

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Rich Financial Services LLC

14261 SW 120th St #503

Miami, FL 33186
305-988-4713

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Wealth USA, LLC

1221 Brickell Avenue
Suite 900

Miami, FL 33131
305-396-9104

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Diana Antonini - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-6264

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Debinder Deshmukh - Ameriprise Financial Services, LLC

18851 NE 29th Ave
Ste 728

Miami, FL 33180
305-760-6730

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Victor Manuel Camara - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6973

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Jim Scholz - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2005

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Eric Yamin - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
212-551-7221

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Eduardo Ortea - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8519

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Luis Mas Gomara - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
305-533-5303

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Manuel Rivero - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8537

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Fran Stein Simmons - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2006

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SOMOZA/RIVERO - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-379-1000

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Barry Schwartz - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9369

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Martin Norcini, CIMA - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9321

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My Tax Lady Miami

844-882-0302

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Juliana Tedesco - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8571

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Gaston Pellegrini - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-2065

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The Cortex Group - Morgan Stanley

200 South Biscayne Blvd
51st Fl

Miami, FL 33131
305-533-5324

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The Elwaw/Cavalieri Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8560

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Astrid S Nino - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8561

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Lourdes Canino - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-2416

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Treece Financial Group, Inc.

10800 Biscayne Boulevard
Bayshore Executive Plaza, Suite 725

Miami, FL 33161
305-751-8855

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Bridgelane Wealth Management - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9380

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Marandino & Associates - Ameriprise Financial Services, LLC

9150 S Dadeland Blvd
Ste 1010

Miami, FL 33156
305-670-5575

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Lourdes Sevilla-Sacasa - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6910

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Patricia Alba - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8548

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Henry Silva - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1755

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Paquita Holder - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1728

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Juan Carlos Mayol - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-2401

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Jessica Miller Osteen - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8521

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Baum Schwartz Wealth Management Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9369

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Marco Bigotti - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6929

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Issa Norcini Consulting Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9321

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The Warren Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
212-713-4750

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Alvaro Alvarez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1740

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Carlos Bonzon - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
212-761-3061

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Javier Quinones - Ameriprise Financial Services, LLC

8353 SW 124th St
Ste 104

Miami, FL 33156
786-681-0888

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Collett Jofre Ramos Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-379-1000

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Henry James Danzig - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-377-4293

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Gregory Scott Breen - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2008

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Inigo Domenech - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-2029

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Andres Loredo - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-2054

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The Guerra Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1759

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Bradly M Diaz - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6908

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Jean-Philippe Garcy - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6935

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Diez/Cucalon - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6915

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Fulvio Urbinati - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
305-533-5419

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Javier Valle - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-377-4288

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Javier Jaramillo - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-6211

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John Beggs - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9371

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Pedro Isern, CIMA - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9393

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Kathleen Reilley - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9394

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Fabian Wabnik - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-0228

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Chanttel George-Mercado - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2021

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Luis R Mercado - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2022

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Daniel Mancia Nunes - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6964

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Jennifer A Girling - Ameriprise Financial Services, LLC

9350 S Dixie Hwy
Ste 1220

Miami, FL 33156
305-670-5575

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Allstate Personal Financial Representative: Jorge Vara

9404 S Dixie Hwy

Miami, FL 33156
305-670-6212

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Owen O'Neil - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6931

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Miami, FL Branch Office - UBS Financial Services Inc.

100 South East Second Street
Suite 2400

Miami, FL 33131
305-536-9350

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Alfredo Rotemberg - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6930

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MA+CH Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2100

Miami, FL 33131
305-376-2403

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DTLR

11227 SW 152nd St

Miami, FL 33157
305-232-5380

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DTLR

3432 NW 79th St

Miami, FL 33147
305-836-7953

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Maria Paredes - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1734

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Soleste Twenty2

2201 Ludlam Road

Miami, FL 33155
786-796-7741

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The Aura Coral Gables

1501 SW 37th Ave

Miami, FL 33145
786-655-9807

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Steven Gold - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9322

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Claudio Simoes - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-0223

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Santiago Eduardo Gomez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8551

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Alvaro Uribe - Morgan Stanley

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-671-2030

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Arturo Castelo - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6979

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Juan Alvarado - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8535

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Maryam Khreibani - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8510

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Eric Newman - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
305-533-5325

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Rodrigo De Oliveira - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-0220

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The Wolfe Wealth Management Group - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9338

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Consuelo Tarazona - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1750

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Mario Lamar - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
212-761-3066

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Dan Bucevski - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-0210

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Luis Guerra - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1760

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Manuel Coroalles, CFP - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2400

Miami, FL 33131
305-536-9337

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N. Abraham Issa, CFP - UBS Financial Services Inc.

100 SE 2nd Street
Suite 2500

Miami, FL 33131
305-536-9381

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Ingrid Raad - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-2061

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Leon Ciobataru - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6950

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The Fuentes-Hondermann Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-379-1000

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Isabel Santo Tomas - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
305-533-5354

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Robert F Branciforte - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8514

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Felipe Priorelli - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-2021

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Jeffrey S. Miller - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8533

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Morgan Stanley Financial Advisors

9130 S Dadeland Blvd
Ste 1702

Miami, FL 33156
305-670-2090

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Eva Marina Ovejero, CPM® - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8511

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Cedric D. Alexander - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8599

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Noah Alweiss - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-2402

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Sebastian Levy - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8502

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Matias Cavalieri - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-2414

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Jerry Williams - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1702

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Edouard Yves Crepy - Morgan Stanley

200 South Biscayne Blvd
51st Fl

Miami, FL 33131
305-533-5416

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Becky Haya Acevedo - Morgan Stanley

201 South Biscayne Blvd
21st Floor

Miami, FL 33131
305-376-8523

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Richard Earle - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-377-4290

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Maria C Lipton - Morgan Stanley

200 South Biscayne Blvd
51st Fl

Miami, FL 33131
305-533-5380

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Juliano Barros - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-2002

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Ivan Palacino - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6938

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Aaron Winer - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8546

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Jose Arredondo - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-2015

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Nadine G Miller - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8526

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Sergio Garcia-Granados - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8570

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Andrea Steinacker - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8585

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Nicole Spirgatis - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8516

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Miguel Horvath - Ameriprise Financial Services, LLC

9130 S Dadeland Blvd
Ste 1903

Miami, FL 33156
305-670-7425

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Cesar Ramos - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8528

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Ricardo Milan - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-2006

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Gina Rodriguez - Morgan Stanley

200 South Biscayne Blvd, 51st
Fl

Miami, FL 33131
305-533-5356

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Michael N Fava - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-2400

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Beatrice E Cueto - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1709

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Garcia Morillo Querasian Nino Group - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8520

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Susu Cheung - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-2403

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Roger Oprandi - Ameriprise Financial Services, LLC

9350 S Dixie Hwy
Ste 1410

Miami, FL 33156
786-264-4955

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Ferencz Horvath - Ameriprise Financial Services, LLC

9130 S Dadeland Blvd
Ste 1903

Miami, FL 33156
305-591-3191

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Summer Berman Diaz - Ameriprise Financial Services, LLC

8390 SW 72nd Ave
Ste 142B

Miami, FL 33143
305-800-7526

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Ernesto Cucalon - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
786-777-6916

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Mark E Marandino - Ameriprise Financial Services, LLC

9150 S Dadeland Blvd
Ste 1010

Miami, FL 33156
305-670-5575

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Round Square Group - Morgan Stanley

1111 Brickell Ave, 14th
Fl

Miami, FL 33131
305-347-2046

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Lori Monaco - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-0225

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Allstate Personal Financial Representative: Ismael Delgado

8290 Bird Rd
Ste 106

Miami, FL 33155
305-227-1596

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Orlando Lescano - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-376-8518

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Ana Oliveira - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1717

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Gigi Guerra Sanchez - Morgan Stanley

201 S Biscayne Blvd
Ste 2000

Miami, FL 33131
305-533-1759

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Barry Brosius - Ameriprise Financial Services, LLC

15715 S Dixie Hwy
Ste 413

Miami, FL 33157
305-256-1932

* Additional advisor listing is provided in partnership with Yext

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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