Our goal is to understand what matters to you, meet or exceed your expectations and make a meaningful difference in your life.

Oscar W. Sanz

Director – Wealth Management

Senior Wealth Advisor

Miami, FL

See Profile  for Oscar W. Sanz

Joaquin Alvarez Menendez

Director – Wealth Management

Senior Wealth Advisor

Miami, FL

See Profile  for Joaquin Alvarez Menendez

Ander Urkidi

Officer

Senior Wealth Advisor

Miami, FL

See Profile  for Ander Urkidi

Efraim Vainstein

Efraim Vainstein

Registered Client Service Associate

Miami, FL

Rose Chie

Rose Chie

Client Service Associate

Miami, FL

Ana Madcur

Ana Madcur

Client Service Associate

Miami, FL

Juan C. Roberto

Juan C. Roberto

Client Service Associate

Miami, FL