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 help preserve their legacy and financial future.
Originally from Aguada, Puerto Rico, Melvin moved to South Florida when he was eight years old. He graduated from Florida International University with a Bachelor of Science degree in Business Administration and earned his Certificate in Financial Planning at Florida State University. Melvin is bilingual and speaks fluent Spanish and English. As a devout Christian, he volunteers as a group leader in Celebrate Recovery, a Christian counseling program. He enjoys bike riding, jogging and going to the beach with his family, and taking his Harley Davidson out for a drive.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Florida International University – Bachelor of Science in Business Administration
Life, Health and Variable Annuity License –State of Florida
Long-Term Care License – State of Florida
Investment Advisor Representative of Provenance Wealth Advisors
Registered Representative of PWA Securities, LLC.