Putting
people first.
Get to know our leadership team
Leadership at the Coral Gables office is dedicated to doing good for our clients, employees and community.
Ari Levisman
Director of Operations
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...
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.
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...
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.
