With more than 24 years of experience in financial planning and investment management, EVA Marina Ovejero has the accumulated knowledge and perspective to help you with your financial goals. EVA Marina 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. EVA Marina will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
EVA Marina endeavors to create long-term, meaningful relationships with a select group of clients, mostly high-net-worth business owners and their families from Central and Latin America, Spain and USA (Spanish-speaking), and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. Her 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 she learns about you and your goals and an analysis of the current financial markets, EVA Marina designs a customized investment strategy based on recommendations made solely with your best interest in mind. She then takes the time to explain her recommendations, and once you are comfortable with your new plan, EVA Marina puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.
EVA Marina began her career in financial services in 1999 and previously spent 19 years with Morgan Stanley Wealth Management (former Citi-Smith Barney), four years with Lloyds TSB Bank Miami and Buenos Aires, and one year with Banco Santander. She is graduate of Universidad Autónoma de Madrid, and received a degree in business administration with specialty in marketing and finance, complemented in 2019 with a certification as Portfolio Manager by Columbia University, New York. Today, EVA Marina provides portfolio & risk management, financial planning, fixed income and banking & lending services, alternative and sustainable investing and more through the vast resources of Raymond James, one of the largest independent financial services firms in the nation.
A native of Burgos, Spain, EVA Marina resides in Miami. She has been named by Forbes since 2021 among the Best in State Wealth Advisors, America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best in State (*); and by Working Mother magazine as Top Wealth Advisor Mom for the five years of this ranking since 2017. For the last 18 years, she has welcomed to the industry and her team at least one motivated college student every year, to mentor.
EVA Marina is happily married to Daniel Higueras and has two fantastic adolescents Diego and Eva Cristina. When not in the office, she enjoys with her family and parents Jesus and Cristina, as well as her friends.
Investing involves risk and you may incur a profit or loss regardless of strategy selected. Alternative investments involve substantial risks that may be greater than those associated with traditional investments and are not suitable for all investors.
Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James & Associates, Inc.
(*) Named 2020-2023 Forbes America's Top Women Wealth Advisors & Forbes Top Women Wealth Advisors Best-In-State (formerly referred to as Forbes Top Women Wealth Advisors, Forbes America's Top Women Wealth Advisors)
The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 02/04/22 to 09/30/22 and was released on 02/01/2023. Research Summary (As of February, 2023) 38,314 nominations were received and approximately 1,700 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/ for more info.
Forbes Best-In-State Wealth Advisors
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded Oct 2017 to Oct 2021) Data compiled by SHOOK Research LLC based on time period from 3/31/16 - 3/31/21.
SHOOK™ Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone, virtual, and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. and quantitative criteria, such as assets under management and revenue generated for their firms. Time period upon which the rating is based is from 03/31/2020 to 03/31/2021, and was released on 10/12/2021. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 3/31/2021): from a total universe of 300,000 advisors, based on our thresholds we received 33,123 nominations, of which approximately 20% (6,624) were women and less than a quarter (1,400) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. For more information see www.shookresearch.com