wiseradvisor

Jimmy Gonzalez
Anthem Advisors

Tel: (305) 482-3002
4000 Ponce de Leon Blvd
Suite 470
Coral Gables, FL 33146

Generational Family Wealth Management

Anthem Advisors | Financial Advisor in Coral Gables ,FL

About Anthem Advisors

Sound investment advice that is free from conflict of interest.

That's what we're about at Anthem Advisors. Much of the financial industry is based on sales and distribution of "products". After years of servicing high net worth families at some of the largest Wall Street firms, we decided to build a firm that would help clients simplify some of life's most complicated questions.


General Information

Firm Start Year:   2015
No.of Employees:   5-9
Name of Custodial Firm:   Fidelity, TD Ameritrade & Betterment Institutional
Number of Years with Current Firm:   4



Faqs

  • What is your approach to financial planning? Every client at Anthem Advisors goes through the Anthem Wealth Management Roadmap. 13 Wealth Management issues that every person should cover. Financial Planning is the cornerstone of what we do.
  • Will you be the only person working with me? We have a team based approach. Currently that team is made up of four advisors including myself. Those four advisors each have a specialy were they collaborate with our clients. We have a full time Tax Attorney and CPA on staff. We have a financial planning specialist that works on a financial plan with every client and covers all matters from risk management to estate planning. Every client of ours works directly with our CIO on their investment strategy.
  • How are you compensated? How will I pay for your services? We are fee based advisors.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? Our accounts are all discretionary.
  • Do you offer any guaranteed results? No
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Disclaimer

Anthem Advisors, LLC is an independent advisory firm, registered with the SEC as a DBA under Slow Capital, Inc. a Registered Investment Advisor. Investment Advisory services are offered through Slow Capital, Inc. Anthem Advisors, LLC and Slow Capital, Inc. are separate and unrelated companies. All flat-fee financial planning services and Pension Advisory or 401k services are offered through Anthem Advisors, LLC a state registered investment advisor.

Jimmy Gonzalez

Jimmy Gonzalez

Jimmy began his career in the financial services industry 19 years ago at the prestigious internship program for Merrill Lynch & Co., climbing through the ranks and working in every aspect of the industry from Operations to Marketing at firms like Morgan Stanley and A.G. Edwards & Sons. He first attended Florida International University and earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning in 2007. Prior to becoming a managing partner at Anthem Advisors, Jimmy oversaw $800 million in client assets as Vice President - Financial Consultant at Charles Schwab & Co. for 7 years. In 2011, he was recognized as one of their top financial consultants in the nation with the prestigious Chairman's Club Award.

Jimmy was born and raised in Miami, FL where he currently resides with his wife, Diane and their two dogs. They are committed to the local community by being involved with The Hurricane Club whose mission is to strengthen the academic and athletic excellence of the University of Miami's student athletes as well as with The Home Team, a non-profit organization that assists in the athletic and scholastic development of public school students in the greater Miami area.

My Team

Alexander  Tecle
Alexander Tecle MBA, MTax
Mr. Alexander Tecle, Senior Wealth Advisor, joined Anthem Advisors in June 2018. Prior to joining the team at Anthem, Alexander served as Financial Consultant for Fidelity Investments for 10 years. Mr. Tecle was raised in Miami. He procured a double Bachelor of Science degree in Finance & Accounting from Florida State University in 2006 and he went on to complete his Masters in Business Administration at Florida International University. Alexander has held a number of insu ...more

Jimmy  Gonzalez
Jimmy Gonzalez CRPC
Jimmy began his career in the financial services industry 18 years ago at the prestigious internship program for Merrill Lynch & Co., climbing through the ranks and working in every aspect of the industry from Operations to Marketing at firms like Morgan Stanley and A.G. Edwards & Sons. Jimmy attended Florida International University majoring in Liberal Studies and earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning in 2007. Pri ...more

Charles  Zimmerer
Charles Zimmerer Esq., CPA
Mr. Charles Zimmerer joined Anthem Advisors in February 2018. Mr. Zimmerer was born in Salisbury, Maryland. Majoring in finance and international business, he graduated with a Bachelor of Science degree from Florida Atlantic University in May 2000. Thereafter, he graduated from the University of Floridas Frederic G. Levin College of Law in May 2003 with a Juris Doctor Cum Laude and obtained his Uniform Investment Adviser Law license in securities to provide investment advice ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Dania Fort Lauderdale
Hallandale Hialeah
Hollywood Homestead
Key Biscayne Miami
Miami Beach North Miami Beach
All of Florida and USA

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