Focus

In his practice, Rick’s primary focus is building lifelong relationships with his clients. As a Senior Financial Advisor with Wells Fargo Advisors, my goal is to provide you with comprehensive Wealth Management planning. Together, we can discuss financial strategies designed for your specific goals and unique situation.
Wells Fargo Wealth & Investment Management (WIM) is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.

Background and experience

For over 15 years, Rick G. Flores a CERTIFIED FINANCIAL PLANNER professional has helped individuals and families simplify many complex aspects of wealth management. I can guide you through the LifeSync® process, leading to a meaningful conversation that help you clearly define and understand the “jobs” your money can do. Whether that is making a major purchase, sending your children to college or providing a future lifestyle.
A financial advisor can help you explore a range of scenarios while understanding the potential trade-offs required along the way. A financial advisor with the CFP® certification has gone through training in advising on financial matters.

Recognition

He’s also been named as one of the Wells Fargo Advisors Platinum Council Advisors* for 2022.

*The Platinum Council (Previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the the past year, and professionalism. Additional criteria, best practices and team structure, may be used to determine recipients.

Away from the office

Rick spends his free time with his fiancé, Brittney and their cocker spaniel, Arnold. In addition, you can find Rick fitness training, swimming at the International Swimming Hall of Fame or cycling with the South Broward Wheelers.

Focus

In his practice Jason strives to build lifelong relationships with his clients and their families. Jason and his team provide comprehensive Wealth Management planning and strategies uniquely tailored to client’s specific goals.


Background and experience

For over 15 years Jason has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, including the 2008 Financial Crisis, Jason has dedicated his career to delivering the personalized investment planning services to his clients.

Prior to Wells Fargo Advisors in 2011 – Jason worked as a financial advisor with Morgan Stanley and JP Morgan and studied Finance and Entrepreneurship at the University of Miami.

Recognition

In 2023 Jason was recognized by Advisor Hub by being named to the Advisors to Watch List*.

*2023 AdvisorHub Advisors to Watch: Awarded June 2023; Data compiled by AdvisorHub based on the time period from 12/31/21 - 12/31/22 (Source: AdvisorHub) The AdvisorHub 2023 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Away from the office

Jason spends his free time enjoying being a father of his 6 year old son Aiden. Jason is very active in fitness training, enjoys traveling and is an expert skier and is always seeking new mountains and their toughest terrain.

Marcela joined Wells Fargo Advisors in October 2017, to assist the firm’s high net worth clients.  She holds a Bachelor’s degree in Architecture and a Master’s degree in Urban Design from the University of Miami.  Marcela joined the financial services industry in 2013; she holds the FINRA Series 7 and 63 securities registrations, and state of Florida license for life, health and annuities.

Marcela is also very involved in the South Florida community.  Since 2008, she has been a dedicated supporter of the Junior League of Miami, an organization of women committed to promoting voluntarism, developing the potential of women and improving communities through the effective action and leadership of trained volunteers.

In her free time, Marcela enjoys spending time with her mom Elba, and her daughter Maya, tending to her pets and garden.  She also enjoys painting, yoga, reading and volunteering with her daughter on environmental and community projects.