Melvin Perez has 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. Perez previously worked with Raymond James & Associates as first vice president in the Coral Gables, Florida, branch. He holds Series 7, 31, 63, 66, and Life, Health, Variable Annuity, and Long Term Care licenses. Perez is bilingual and speaks fluent Spanish and English.
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Florida International University – Bachelor of Science in Business Administration
Florida State University – Certificate in Financial Planning
Life, Health and Variable Annuity License – State of Florida
Long-Term Care License – State of Florida
Registered Representative of Raymond James Financial Services, Inc.