Wealth management firms

Banco Santandar Central Hispano S.A. (Madrid, Spain)
1401 Brickell Ave.
Miami, Fla. 33131
(305) 539-5900
santandar.com
Francisco Pardo
No. of wealth management professionals – N/A

Bessemer Trust Company N.A. (New York)
801 Brickell Ave., Suite 2250
Miami, Fla. 33131
(305) 372-5005
bessemer.com
Kerry Rapport, managing director, senior resident officer
No. of wealth management professionals – 20

Citigroup Inc. (New York)
396 Alhambra Circle
Coral Gables, Fla. 33134
(800) 627-3999
citibank.com
Mark Ingall, head of marketing
No. of wealth management professionals – N/A

Evensky & Katz Wealth Management LLC (Coral Gables, Fla.)
2333 Ponce de Leon Blvd., Penthouse Suite 1100
Coral Gables, Fla. 33134
(305) 448-8882
evensky.com
Harold Evensky, president
No. of wealth management professionals – 7

Foldes Financial Management Inc. (Miami, Fla.)
9130 S. Dadeland Blvd., Suite 1903
Miami, Fla. 33156
(305) 670-0545
foldesfm.com
Steve Foldes, president
No. of wealth management professionals – 3

GenSpring Family Offices LLC (Palm Beach Gardens, Fla.)
601 Brickell Key Drive, Suite 902
Miami, Fla. 33131
(305) 728-3825
genspring.com
Julie Neitzel, president
No. of wealth management professionals – 25

Gibraltar Private Bank and Trust (Coral Gables, Fla.)
220 Alhambra Circle, 5th Floor
Coral Gables, Fla. 33134
(305) 476-1982
gibraltarprivate.com
Fred Sandstrom, senior vice president, director of wealth management
No. of wealth management professionals – 15

HSBC Bank USA N.A. (New York)
2 S. Biscayne Blvd.
Miami, Fla. 33131
(800) 975-4722
us.hsbc.com
Head of office – N/A
No. of wealth management professionals – N/A

Investor Solutions Inc. (Coconut Grove, Fla.)
3250 Mary St.
(305) 443-3339
investorsolutions.com
Frank Armstrong, president
No. of wealth management professionals – N/A

JPMorgan Chase & Co. (New York)
270 Park Ave.
New York, NY 10017
Jpmorganchase.com
Head of office – N/A
No. of wealth management professionals – N/A

Lydian Bank and Trust (Palm Beach Gardens, Fla.)
2000 Ponce de Leon Blvd., 5th Floor
Coral Gables, Fla. 33134
(305) 421-6343
lydianbank.com
Orlando Roche, president & market executive
No. of wealth management professionals – N/A

Merrill Lynch & Co. Inc. (New York)
701 Brickell Ave., 11th Floor
Miami, Fla. 33131
(305) 416-6600
ml.com
No. of wealth management professionals – N/A

Northern Trust Corp. (Chicago)
700 Brickell Ave.
Miami, Fla. 33131
(305) 372-1000
northerntrust.com
Sheldon Anderson, president/regional managing director
No. of wealth management professionals – N/A

Singer Xenos Wealth Management (Coral Gables, Fla.)
800 Douglas Rd., Suite 750
Coral Gables, Fla. 33134
(305) 443-0060
singerxenos.com
Faith Xenos, chief operating officer
No. of wealth management professionals – 7

SunTrust Banks Inc. (Atlanta, Ga.)
1 South East 3rd Ave.
Miami, Fla. 33131
(305) 789-7289
suntrust.com
Head of office – N/A
No. of wealth management professionals – N/A

The Bank of New York Mellon Corp. (New York)
1111 Brickell Ave., 30th Floor
Miami, Fla. 33131
(305) 810-2900
bnymellon.com
Charles Porter, managing director – Florida BNY Wealth Management
Joseph Fernandez, team leader
No. of wealth management professionals – N/A

The Goldman Sachs Group Inc. (New York)
First Union Financial Center
200 South Biscayne Blvd., Suite 3700
Miami, Fla. 33131
(305) 755-1000
www2.goldmansachs.com
Greg Ferrero, regional office manager
No. of wealth management professionals – 25

U.S. Trust, Bank of America Private Wealth Management (New York)
1395 Brickell Ave., Suite 1500
Miami, Fla. 33131
(305) 808-0500
bankofamerica.com
Brian Mormile, Miami market executive
No. of wealth management professionals – N/A

UBS AG (Zurich, Switzerland)
100 SE 2nd St.
Miami, Fla. 33131
(305) 536-9300
ubs.com
David Bigler, branch manager
No. of wealth management professionals – 31

UBS Wealth Management International (Zurich, Switzerland)
701 Brickell Ave., 11th Floor
Miami, Fla. 33131
(305) 375-0110
ubs.com
Andreas Mastai, branch manager
No. of wealth management professionals – N/A

Wachovia Corp. (Charlotte, N.C.)
200 South Biscayne Blvd., 15th Floor
Miami, Fla. 33131
wachovia.com
Richard Sanz, senior vice president, regional managing director

Related Topics: Wealth Management Market Report