Preeminent East Coast Wealth Management and Financial Services Firm Relocates to New Miami Office
Baltimore, Md. – Heritage Financial Consultants, a private, full service, independent wealth management firm, today announced the move of their first South Florida office from Fort Lauderdale to Miami. The new office is located at 9100 S. Dadeland Blvd., Suite 300 in Miami, FL 33156.
Led by CERTIFIED FINANCIAL PLANNER™ practitioner Alejandro Jerez, Heritage Financial Consultants creates individualized financial solutions for clients based on their unique circumstances, goals and vision. Jerez’s main areas of expertise are financial planning for businesses and individuals in the Miami area with regards to retirement, investments, legacy planning, charitable giving and insurance.
“After almost a year in our Fort Lauderdale office, I am excited to expand Heritage’s reach and work to develop innovative financial solutions for clients in Miami,” said Alejandro Jerez, Financial Planner, Heritage Financial Consultants. “I look forward to continuing the relationships I have built with clients in Fort Lauderdale while getting to know individuals and businesses in the Miami area.”
Jerez, who was born in Chile and moved to the United States when he was almost three years old, has remained an active member in the Chilean community. As the Vice President of the Chile U.S. Chamber of Commerce, Jerez actively works to grow the group’s membership through networking events and partnerships. Jerez is also an advocate for Special Needs research and works with adult day training center, WOW Center Miami, to support and serve adults with developmental disabilities. He and his family have raised over $50,000 for the learning center in conjunction with the WOW Center Miami’s annual fashion show fundraiser.
Heritage Financial Consultants is celebrating 20 years in business this April, boasting more than $4 billion assets under management across 7 offices in Maryland, Virginia, Delaware and Florida. With a reputation built on lasting relationships, Heritage Advisors approach each client individually, ensuring success through an advanced design team analysis and the delivery and implementation of detailed wealth and estate planning strategies.
Heritage Financial Consultants opened a second South Florida office in 2019 located in Naples, Florida led by founding partner Brain Gracie.
About Heritage Financial Consultants
Heritage Financial Consultants is a full-service, independent financial services and wealth management firm headquartered in Hunt Valley, Md. with offices in Wilmington, Del., Preston, Md., Vienna, Va., and Miami, FL. Heritage Financial Consultants helps individuals, families and businesses gain a sense of security through comprehensive financial services including wealth management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services. For more information, please visit www.heritageconsultants.com.
Registered associates of Heritage Financial Consultants, LLC are registered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor.
Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. CRN-2443419-022819
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