ADVISOR BIO

Louis Andrew Satmaria is a financial advisor who has been in the industry since September 29, 2007. Louis Satmaria is registered with Truist Advisory Services, Inc. and is licensed in Florida. Louis Satmaria is also a registered investment advisor representative.

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ADVISOR BIO

Eric Orlando Rivera Bonilla is a financial advisor at Cetera Investment Advisers LLC. Eric Orlando Rivera Bonilla has been in the financial services industry since 1990. Eric Orlando Rivera Bonilla has been registered with FINRA since 1991 and is currently licensed to sell securities in Alabama and Florida. Eric Orlando Rivera Bonilla specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Eric Orlando Rivera Bonilla is a Chartered Financial Consultant.

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ADVISOR BIO

Timothy Blakley is a financial advisor with over 10 years of experience in the industry. Timothy currently works for Regions Securities LLC, a firm he joined in May 2017. Timothy's previous experience includes working with SunTrust Robinson Humphrey, Inc. from 2009 to 2016.

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ADVISOR BIO

John Thomas Orlando is a financial advisor with over 28 years of experience. John has a wide range of experience in the financial services industry, having worked with Financial Security Advisory Inc. since 1997 and previously with FINANCIAL SECURITY MANAGEMENT, INCORPORATED and DAVENPORT-DUKES FINANCIAL SERVICES, INC.. John holds multiple licenses and registrations in various states, including Florida, Georgia, Illinois, Massachusetts, New Jersey, North Carolina, South Carolina, Tennessee, Texas, and Virginia. John provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and life and health insurance sales.

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ADVISOR BIO

Richard Way is a financial advisor who has been in the industry since 2014. Richard is currently registered with Morgan Stanley, where Richard works as a financial advisor. Richard is also registered with the state of Florida. Before joining Morgan Stanley, Richard worked at Mutual of Omaha Investor Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Richard is a graduate of Florida Memorial University.

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ADVISOR BIO

Michael Christopher Brewer is a financial advisor with over 28 years of experience in the industry. Michael is currently registered with Morgan Stanley. Michael has been with Morgan Stanley since June 2009. Michael also has prior experience with Morgan Stanley & Co. Incorporated and H&R Block Financial Advisors, Inc.. Michael is licensed to offer advisory services in 53 states and the District of Columbia. Michael has a wide range of experience in providing financial advice to individuals, businesses, institutions, and high-net-worth clients. Michael holds multiple licenses and certifications, including the Series 3, Series 7, Series 9, Series 10, Series 24, Series 31, Series 63 and Series 65 exams.

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ADVISOR BIO

Gregory Pienkosz is a financial advisor who has been in the industry since 2002. Gregory is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November of 2016. Prior to that, Gregory worked with Wells Fargo Advisors LLC and Key Investment Services LLC. Gregory holds a Series 7, Series 66, and a SIE license, and is a Certified Financial Planner. Gregory Pienkosz works with a variety of clients, including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Gregory is registered with the following states: Alabama, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, Virginia, and West Virginia.

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ADVISOR BIO

Orlando Ochoa is a financial advisor with over 20 years of experience in the industry. Orlando holds a Series 7 and Series 66 license and is registered with both LPL Financial LLC and IHT Wealth Management LLC. Orlando is a registered investment advisor and provides investment advisory services through IHT Wealth Management LLC. Orlando is dedicated to helping clients reach their financial goals and providing personalized financial advice.

SPECIALIZATIONS

ABOUT FIRM

Oxford Wealth Group, LLC is an investment advisory firm located in Orlando, FL. The firm manages approximately $198,868,022 in assets for 1,190 accounts. They offer a variety of advisory services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.

SPECIALIZATIONS