First Citizens Bank

2 Wealth Associates in Miami

Nancy Perez Locations

  • 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®)
  • Erik C. Alexander
    SVP & ASST SEC, Private Banker
    2601 South Bayshore Drive
    Miami, FL 33133
    US
    Areas Served
    Ft. Lauderdale, FL
    Jacksonville, FL
    Miami, FL
    Focus Areas
    Cash Flow Planning
    Customized Lending
    Debt Management
    Education & Other Certificates
    Florida International University, Honors College BBA, Finance Florida International University Graduate School of Business, MBA
    Registrations & Licenses
    FINRA Series 7 - General Securities Representative Exam FINRA Series 66 - Uniform Combined State Law Exam
Industry Expertise Filter
Search by Industryarrow down