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Miami Office


9130 S. Dadeland Blvd, Ste 1400
2 Datran Center
Miami, FL 33156


(305) 670-4400


(305) 670-3004


Adam Weirich, CFA, CFP®

Area of Focus: Advanced Individual & Business Planning

CA Insurance License # 0F29386

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Betty Pulgar-Vidal

Branch Controls Manager

Christian Dorado

Area of Focus: Disability Income & Long-Term Care

CA Insurance # 0G72749
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Felix Martinez

Assistant Agency Manager & Marketing Director

(305) 670-3799

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Gloria Barbier

Charitable Planning

Jorge Perez

Southeast Complex Operations Manager

(305) 670-5846

Jorge Gutierrez, CFP®

Director of Associate Development

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Kevin Dooley, CFP®

Area of Focus: Investments and Wealth Management

CA Insurance License # 0E38624
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Patricia Rodriguez

On-Boarding Manager

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