ADVISOR BIO

Pierre-emmanuel Jouve is an investment advisor representative with Insurawealth, LLC based in Tampa, FL. Pierre-emmanuel has been working in the financial services industry since 2012. Pierre-emmanuel specializes in financial planning, pension consulting, and portfolio management for individuals. Pierre-emmanuel also holds the Certified Financial Planner designation. Pierre-emmanuel is registered with the state of Florida as an investment advisor representative and is also registered in Texas and Washington. Pierre-emmanuel previously worked for MSI Financial Services, Inc. and New England Securities.

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ADVISOR BIO

Pietro Possenti is a financial advisor registered with UBS Financial Services Inc. Pietro has been in the financial services industry since December 2020. Pietro is registered in 10 states, including Colorado, Connecticut, Delaware, Florida, New Jersey, New York, Puerto Rico, South Dakota, and Texas. Pietro holds Series 7TO, SIE, and Series 66 licenses. Pietro specializes in providing financial planning, investment advice, and pension consulting services.

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ADVISOR BIO

Pilar Urrego is an active broker and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over $1 trillion in regulatory assets under management. Pilar is licensed in 16 states. Pilar has extensive experience in the financial industry, with a career spanning over 25 years. Her professional background includes previous roles at HSBC Securities (USA) Inc., BANC of America Investment Services, Inc., and Charles Schwab & Co., Inc. Pilar holds various licenses, including Series 7, 9, 10, 24, 63, and 66.

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ADVISOR BIO

Pilar A. Molinares is a financial advisor at Morgan Stanley. Pilar has been in the financial services industry since August 11, 2015 and has a Series 7 and Series 66 license. Pilar is registered to provide investment advice in 23 states including Texas, Florida, California, New York, and Washington. Pilar previously worked at UBS Financial Services Inc. and RBC Capital Markets, LLC.

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ADVISOR BIO

Pilar Estrella is a financial advisor who has been active in the industry since September 3, 1990. Pilar is currently registered with Morgan Stanley in Plantation, FL. Previously, Pilar worked at Citigroup Global Markets Inc. Pilar is registered as a Broker-Dealer and Investment Adviser. Pilar Estrella has passed the Series 63, Series 65, Series 7, and SIE exams. Pilar Estrella works with a range of clients, including individuals, high-net-worth individuals, corporations, insurance companies, and charitable organizations. Pilar has a broad array of experience and expertise in investment strategies to help clients achieve their financial goals.

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ADVISOR BIO

Pilar Santamaria is an investment advisor representative with Ameriprise Financial Services, LLC. Pilar has been in the industry since September 6, 2022, and is currently licensed in Florida and Texas. Pilar has passed the Series 63, Series 65, Series 7TO, and the SIE exams. Pilar works out of the Ameriprise Financial Services, LLC office in Panama City, FL.

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ADVISOR BIO

Piotr Felusiak is an investment advisor representative with Raymond James & Associates, Inc. who has been in the industry since February 8, 2017. Piotr is registered in Florida to provide both broker-dealer and investment advisory services. Piotr has Series 7, Series 66, and SIE licenses. Raymond James & Associates, Inc. is a large investment firm headquartered in St. Petersburg, Florida, with over $433 billion in assets under management.

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ADVISOR BIO

Piotr Maciej Mentek is a registered representative with J.P. Morgan Securities LLC, and has been in the financial services industry since May 2013. Piotr holds the Series 6 and SIE licenses and is registered in Florida. Piotr is a financial advisor who specializes in providing financial planning, portfolio management, and selection of other advisers to individuals and businesses.

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ADVISOR BIO

Poleth Fernanda Revelo duenas is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Poleth Fernanda Revelo duenas has a broad background in the financial industry with previous experience at Bank of America, Florida Atlantic University, and FK Construction Funding. Poleth Fernanda Revelo duenas has a Series 66 license and Series 7TO & SIE exams, and holds active registrations in Florida and Texas for both broker-dealer and investment advisor activities. Poleth Fernanda Revelo duenas has been in the industry since 2020.

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ADVISOR BIO

Polly Watson is a financial advisor with Cambridge Investment Research Advisors, Inc. in Leesburg, Florida. Polly has been in the financial industry since 2005 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Polly holds Series 7, 24, and 66 securities licenses and is registered to provide financial advice in multiple states. Polly has also held previous positions with Woodbury Financial Services, Inc., LPL Financial Corporation, and Mutual Service Corporation.

SPECIALIZATIONS