Melvin Perez

Melvin Perez has more than 20 years of experience in the finance industry. He specializes in working with domestic and international clients on estate planning, business succession planning and retirement plans for individuals. He leverages his extensive knowledge and expertise to provide clients a holistic and customized financial plan.

Melvin previously held leadership positions in the financial services industry and worked with Raymond James & Associates as first vice president of the Coral Gables, Florida, branch. He holds numerous credentials including Series 7, 31, 63, 66 and Life, Health, Variable Annuity and Long-Term Care licenses. He is trusted by clients as a financial advisor to create personalized plans that protect and preserve their legacy and financial future for years to come.