Finance & Investing is pleased to announce The Top 50 Financial Advisors of Miami for 2022. Today and throughout history, Miami has allured many as it continues to thrive in various economic sectors. Known as the financial capital of Latin America, Miami has the largest concentration of domestic and international banks in the region. This year’s awardees are committed to their unique clients, setting them up for continued growth for years to come. Their success stories range from ultra-high-net-worth individuals to startup companies, to families and beyond. Their deep analytical abilities, passion for wealth management, and industry knowledge set them apart from their peers.
Among this year’s awardees is Richard Bernstein, Private Wealth Advisor and Co-Founder of Camelot Wealth Management Partners, whose success and dedication to his clients have landed him on this year’s Forbes Best-in-State Wealth Advisors list. Awardee Pablo Gherardi, Wealth Management Managing Director with Jefferies, was previously part of a team who oversaw $1.5 billion in assets and generated $7.3 million in production from families in Argentina, and Brazil. and Uruguay. Also awarded is Michael Revilla, Executive Director and Wealth Advisor with J.P. Morgan, who was hired in January from Raymond James where he was part of a $300 million two-person advisor team.
We applaud these individuals for their outstanding commitment and financial advice. Please join us in celebrating the accomplishments of The Top 50 Financial Advisors of Miami for 2022.
Richard Bernstein (Camelot Wealth Management Partners), Rebecca Carlson (PNC), John Fumagalli (Northern Trust), Stephanie Aoun (Goldman Sachs), Francesco Traina (Raymond James), Pablo Gherardi (Jefferies), Rodrigo Carvalho (Morgan Stanley), Mark Wilkins (UBS), Louise Armour (J.P. Morgan), Ricardo Gutierrez (Merrill Private Wealth Management), Vivien Blacker (Ameriprise Financial Services), Eric Breitenbach (Equitable Advisors), Yahaira Fernandez (Raymond James), Alfonso Montoya (HSBC Global Banking and Markets), Fabio Prada (Insigneo), Susan Jones (Plancorp), Angela Abrascio-Ramos (Merrill Lynch Wealth Management), Kyle Stewart (The Brief-Stewart Private Wealth Group of Wells Fargo Advisors), Yousef Surmawala (a MassMutual firm), Stuart McGeough (TIAA), David Feigelman (Merrill Lynch Wealth Management), Christopher Georgopoulos (Cresset), Brad Baumgartner (Stratos Wealth), Ayesha Yasin (RBC Wealth Management), and many others.