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Client Service Team

        Miami Financial Advisor

        Melvin Perez, CFP®

        Financial Advisor
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        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.




        Check the background of this investment professional on FINRA’s BrokerCheck.


        Florida International University – Bachelor of Science in Business Administration

        Florida State University – Certificate in Financial Planning


        CFP® professional

        Life, Health and Variable Annuity License – State of Florida

        Long-Term Care License – State of Florida

        Registered Representative of Raymond James Financial Services, Inc.