About Our Fort Lauderdale Office
Conveniently located on historic Las Olas Boulevard in the heart of the downtown business district, our Fort Lauderdale office has been serving the area since 2001. The office’s advisors share an average of 22+ years of wealth management experience and offer clients a wide range of world-class services. The core Fort Lauderdale team includes portfolio managers, wealth directors, a wealth strategist and a private banker who have worked together for over a decade, sharing strategies and uniting on behalf of clients.
Want to talk to someone from our Fort Lauderdale office?
Get in touch and put our experienced Fort Lauderdale based team to work on your behalf.
Office Hours
Mon - Fri: 8:30 AM-5:00 PM ET
Contact
Office Phone: 954-440-7376
Local Leadership
Our Fort Lauderdale Team
Joe Fernandez
President – Florida
Jon Soto
Regional Managing Director
Bill Young
Regional Director – Private Banking
Want to know more?
Send us an email and we’ll schedule a call that works for you.