Xavier Felipe

Xavier Felipe is a seasoned financial advisor with over 20 years of experience in the financial services industry. Beginning a career as a stockbroker at Kidder, Peabody & Co., Xavier advanced to become a stockbroker at UBS Paine Webber, providing brokerage services to clients. Subsequently, a tenure at Janney Montgomery Scott involved offering a comprehensive range of financial solutions while navigating significant market events such as the dot-com bubble and 9/11. Currently serving as an independent financial advisor at American Portfolios since January 2006, Xavier holds the CFP® designation. Educational credentials include a Bachelor's degree in Finance from Baruch College and an Associate's degree in Business Administration and Management from Farmingdale State College.