Get to know our leadership team

Leadership at the Coral Gables office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Robert Poleo

Robert Poleo

Managing Director

Photo of Director of Operations Ari Levisman

Ari Levisman

Director of Operations

Photo of Wealth Management Advisor Jose Torres

Jose Torres

CFP®, ChFC®, WMCP®

Wealth Management Advisor

Jose Torres and his team are located in Coral Gables, Fla., helping clients to build the unique futures they envision. Since joining the South Florida Group in 2014, Torres has quickly become one of the top financial advisors in the firm, helping more than 400 clients on their way to financial success. Torres and his team offer a diverse and personalized suite of services.
Photo of Co-Founder and Financial Advisor Jorge Casariego

Jorge Casariego

CFP®, ChFC®

Co-Founder and Financial Advisor

Jorge is a Miami local and University of Miami graduate who began his career as a College Intern. Jorge and his team focus on customized financial planning for sophisticated business owners and executives across the country. Our clients look to us to bring wealth protection, strategic growth, income creation and tax efficiency. We believe that life can be chaotic, but finances don't have to be.
Photo of Financial Advisor Ruben Levisman

Ruben Levisman

MBA, CLTC®

Financial Advisor

Photo of Field Director David Montes de Oca

David Montes de Oca

CFP®, RICP®, CLU®

Field Director

Get to know our advisors and representatives.