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.
|Firm Start Year:||2015|
|Name of Custodial Firm:||Fidelity, TD Ameritrade & Betterment Institutional|
|Number of Years with Current Firm:||4|
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 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.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Miami Beach||North Miami Beach|
|All of Florida and USA|