Our Teams

Client Service Team

• 
  Jenny Portales
  Client Service Associate

Client Service Team

• 
  Jenny Portales
  Client Service Associate

Experience:

Melvin Perez has more than 20 years of experience in the finance industry. He specializes in working with domestic and international clients on estate planning, business succession planning and retirement plans for individuals. He leverages his extensive knowledge and expertise to provide clients a holistic and customized financial plan.

Melvin previously held leadership positions in the financial services industry and worked with Raymond James & Associates as first vice president of the Coral Gables, Florida, branch. He holds numerous credentials including Series 7, 31, 63, 66 and Life, Health, Variable Annuity and Long-Term Care licenses. He is trusted by clients as a financial advisor to create personalized plans that help preserve their legacy and financial future.

Originally from Aguada, Puerto Rico, Melvin moved to South Florida when he was eight years old. He graduated from Florida International University with a Bachelor of Science degree in Business Administration and earned his Certificate in Financial Planning at Florida State University. Melvin is bilingual and speaks fluent Spanish and English. As a devout Christian, he volunteers as a group leader in Celebrate Recovery, a Christian counseling program. He enjoys bike riding, jogging and going to the beach with his family, and taking his Harley Davidson out for a drive.

Client Focus:

• Business Owners
• Domestic and International Individuals and Families
• Multi-Generational Families
• Retirees

Specialized Strategies:

• Investment Planning
• Estate Structuring
• Business Succession Planning
• Retirement Planning

Check the background of this investment professional on FINRA’s BrokerCheck.

PWA Securities, LLC and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.