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Bank deposits held at Raymond James Bank are insured through the Federal Deposit Insurance Corporation (FDIC).
As managing director, senior portfolio strategist and branch manager, Al’s area of focus lies in financial planning and portfolio management. With over 30 years of experience in the financial and investment industry, he has dedicated his practice to providing high-net-worth domestic and international clients with personal financial guidance that aims to build their assets. His financial market skills have been honed for over three decades.
Al holds a CPM certification through the Academy of Certified Portfolio Managers in conjunction with the Fu Foundation School of Engineering and Applied Science at Columbia University in New York City. Benefits of this certification include a deeper understanding of security analysis, asset allocation, and portfolio management concepts, as well as a greater awareness of regulatory standards. There is also training involved to enhance competency and to heighten levels of technical skills required to manage portfolios and affiliate with an exclusive group of investment professionals. As a CPM, he works to construct, analyze and guide clients in all aspects of investments.
Al is a recipient of the esteemed Certified Financial Planner™ designation, which is granted by the Certified Financial Planning Board of Standards in Washington, D.C. As a Certified Financial Plannertm professional, he provides guidance in order to help pursue clients’ financial goals. This includes services such as retirement planning, insurance planning, taxes, budget analysis, estate planning strategy, and investments.
Al entered the financial services industry as a trader, eventually transitioning into the role of an investment professional on various financial radio stations. Later on, he became the area director for Citicorp Inc. Services in South Florida, and then went on to a position as senior vice president in Wachovia’s private wealth division in downtown Miami. After that, he moved to HSBC as a premier wealth advisor in Miami-Dade County before moving to Morgan Stanley in 2013.
CHIEF OPERATING OFFICER, PWMCG
PORTFOLIO STRATEGIST, RJFS
CLIENT SERVICE ASSOCIATE
Dynamic thinking makes
We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.
Raymond James Financial Services, Inc. is affiliated with Raymond James Bank. Unless otherwise specified, products purchased from or held at or Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank, and are subject to investment risks, including possible loss of the principal invested.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Private Wealth Management of Coral Gables is not a registered broker/dealer and is independent of Raymond James Financial Services.