First Citizens Bank

2 Wealth Associates in Miami

Alex Algaze Locations

  • Alex Algaze
    Private Wealth Advisor
    Mobile Phone
    phone
    (786) 218-3473
    (786) 218-3473
    2601 South Bayshore Drive
    Suite 600
    Miami, FL 33133
    US
    Areas Served
    Florida
    Focus Areas
    Asset Allocation
    Investment Planning
    Education
    University of Miami. MBA
    Licenses & Registrations
    FINRA Series 65 - Uniform Investment Advisor Law Firm
  • Nancy Perez
    Private Wealth Advisor
    Mobile Phone
    phone
    (305) 401-3127
    (305) 401-3127
    2601 South Bayshore Drive
    Suite 600
    Miami, FL 33133
    US
    Areas Served
    Global
    Primarily Southeast
    Focus Areas
    Asset Allocation
    Investment Planning
    Retirement Planning
    Education
    University of Miami, BA Finance (Suma Cum Laude)
    Licenses & Registrations
    FINRA Series 65 - Uniform Investment Advisor Law Firm ,Chartered Financial Analyst (CFA®)
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