Jorge Benitez Managing Director

786-532-1569 / 

With more than 41 years of experience in financial planning, investment management and corporate lending, Jorge Benitez has the accumulated knowledge and perspective to help keep you and your financial future on a steady course, Jorge understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Jorge will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Jorge endeavors to create long-term, meaningful relationship with a select group of clients and provide them with personalized financial planning advice using the industry's most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you, your goals, and an analysis of the current financial markets, Jorge designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and once you are comfortable with your new plan, Jorge puts it into action and monitors its performance for opportunities to adapt to life changes and new goals.

Jorge began his career in financial services in September 1979 and previously spent a total of over 41 years with Wells Fargo Advisors, UBS International, Morgan Stanley, Bank of America and JP Morgan. Today, Jorge provides general financial planning through the use of equities, fixed income securities, managed money, 529 education savings plans and more through Raymond James/Alex Brown.

A native of Havana, Cuba, he resides in Coral Gables, Florida. He is a member of Save the Children Society, US Coast Guard Auxiliary and Wounded War Veterans. Away from the office, Jorge enjoys jogging and general fitness.