Focus

Danilo offers comprehensive investment planning services, tailoring strategies to support your specific goals. Should a professional collaboration ensue, he will diligently work alongside you. Leveraging his expertise to help you realize your financial aspirations.


Professional background and tenure

For nearly 15 years, Danilo has been assisting clients in effectively addressing their financial concerns and devising tailored strategies that cater to their unique needs. With extensive experience spanning significant market shifts, Danilo has dedicated his career to providing the personalized investment planning services that his clients truly deserve.

Danilo embarked on his professional journey as a financial advisor at JPMorgan Securities in Miami, where he honed his foundational investment expertise. In 2015 he transitioned to Wells Fargo Advisors, embracing a collaborative approach to deliver customized financial guidance to individuals and families.

During that year, Danilo achieved the esteemed milestone of earning the CERTIFIED FINANCIAL PLANNER® certification. This notable accomplishment was the result of his successful completion of an approved educational program, surpassing a rigorous examination, and fulfilling stringent expertise requirements. It signifies his dedication to professional excellence and ensures his clients receive the highest level of wealth planning competence.   

Danilo’s thirst for knowledge extends beyond that achievement. Having grown up in Cuba, he cultivated a genuine curiosity for discovering unfamiliar territories and connecting with diverse individuals. Danilo holds a Bachelor’s Degree in Industrial Engineering, from the  University of Holguin in Cuba, reflecting his commitment to academic pursuits and his multidimensional background. Prior to relocating to the United States he gained a valuable experience by practicing in Mexico. Driven by his quest for freedom and fulfilment, he found his home is Miami, where he established roots. Even after 17 years, he continues to cherish the vibrant offerings that the city provides, reaffirming his affection to Miami and its unique charms.


Outside of work

During his leisure hours, Danilo shares precious moments with his wife Estrella, who is an elementary school teacher, and their son, Danilo Lucas. They embrace an active lifestyle, nurturing both their physical and mental well-being through regular bicycle rides, exercise sessions, beach outings and frequent visits to museums. The entire family cherishes their time together, with Danilo Jr. pursuing both competitive gymnastics and violin.

Focus

As a Financial Advisor with over 12 years of experience in the finance industry, Linette is passionate about guiding individuals and families through the complexities of wealth management. Linette specializes in helping the next generation and multi- generational families understand their financial options and craft strategic plans for long-term success. With a deep commitment to personalized service, Linette believes in building strong, lasting relationships to ensure clients feel empowered and supported throughout their financial journeys. Whether it’s wealth transition, retirement planning, or setting up a financial foundation for future generations, Linette strives to provide comprehensive guidance tailored to each client’s unique needs and aspirations.

Background and Experience

Before becoming a Financial Advisor, Linette earned her bachelor’s degree in Business Administration from New Jersey City University. She initially launched her career as a private banker, where she honed her expertise in delivering personalized financial services to high-net-worth clients.

In this role, she learned firsthand the importance of relationship building and strategic planning to help clients manage their wealth effectively.Linette’s mission is to help each client build a financial future that uniquely fits their life.  Away from the office, Linette enjoys traveling and spending time with her family.  She and her husband love taking their dog, Paris, for walks on the beach- an activity that allows her to recharge and stay grounded.  

Your Financial Journey

Achieving your life goals with your wealth requires more than just a one-time planning session-it takes an ongoing process. As your life evolves, so too must the investment strategies we use to keep you on track toward your objectives. We’ll work together over the years to ensure that your investment approach remains aligned with your evolving goals and needs.

I look forward to extending my services to you and your family. Together, we can explore financial strategies tailored to fit your unique circumstances.

Investment and Insurance products: NOT FDIC Insured/NO Bank Guarantee/MAY Lose Value

With over 25 years of experience in financial services industry, Violeidy Cribeiro brings a wealth of knowledge and expertise to her role as Senior Client Associate.  Her deep understanding of the operational and administrative intricacies of wealth management has made her an invaluable resource to both clients and advisors alike. Throughout her career, she has consistently demonstrated a commitment to excellence, ensuring that every client interaction is handled with precision and care.

Violeidy specializes in managing the full spectrum of administrative and trading operations. Her responsibilities include opening new accounts, updating and maintaining existing ones, overseeing transfers and supporting the day-to-day operational needs of clients. Her ability to navigate complex systems and processes with efficiency and accuracy is a testament to her extensive industry experience and unwavering attention to detail.

Known for her responsiveness and proactive approach, Violeidy plays a vital role in delivering a seamless client experience. She is dedicated to maintaining the highest standards of service and professionalism, ensuring that each task is completed promptly and with the utmost integrity. Her reliability and depth of knowledge continue to inspire trust and confidence among clients and colleagues alike.

During her free time, Violeidy has a passion for giving back to the community through volunteerism as well as providing her time as a youth mentor and is a board member of the South Florida Kings Foundation.