Wealth Management Firm Continues Expansion Efforts Along East Coast
Hunt Valley, Md. – March 19, 2018 – Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, today announced the opening of its new Miami office. Alejandro M. Jerez, a CERTIFIED FINANCIAL PLANNER™ practitioner and a registered representative of Lincoln Financial Advisors (Member SIPC), will lead the new office as part of the firm’s continued expansion efforts.
Heritage Financial Consultants is a full-service financial services firm that specializes in wealth management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services.
Headquartered in Hunt Valley, Md., Heritage has offices in Northern Virginia, Delaware and the Eastern Shore of Maryland. The Miami location is the firm’s third new office in the last three years.
“I’m incredibly proud of the growth we’ve experienced over the last several years and am excited for this next chapter as we continue to extend our reach and serve new markets,” said Brian Gracie, Founder and Partner with Heritage Financial Consultants and a registered representative of Lincoln Financial Advisors. “As a firm, our goal is to empower individuals, families and businesses to take control of their financial future and achieve their goals. Our growth and success are a testament to these values, our experienced team of advisors and the trusting relationships we’ve developed with our client partners.”
With experience in financial planning and strong ties to the Miami business community, Alejandro M. Jerez, CFP®, is uniquely suited to lead Heritage’s growth efforts in South Florida. Jerez specializes in financial planning for businesses and individuals with regards to retirement, investments, legacy planning, charitable giving and insurance.
Prior to joining Heritage Financial Consultants, Jerez was an associate with Lincoln Financial Advisors and served as president of a wealth advisory firm in Boca Raton, Fla. He earned his Bachelor of Science in Economics from the Wharton School of Business at the University of Pennsylvania and holds FINRA Series 7 and Series 66 licenses.
“Alejandro cares deeply about his clients and continues to impress us with his drive and creativity,” continued Gracie. “His innovative approach and leadership experience, combined with his ties to the Miami area, made him an obvious choice to lead this expansion. I’m confident that under his leadership, our Miami office will grow and thrive as a valuable partner to the individuals and businesses in the South Florida community.”
An active member of the Chile-U.S. Chamber of Commerce and an advocate for special needs research, Jerez is passionate about giving back to and serving his community. He is the treasurer for the Chile-U.S. Chamber of Commerce and is committed to growing the organization’s membership and influence through networking events and strategic partnerships. He volunteers with WOW Center Miami, an adult day training center that supports and serves adults with developmental disabilities and has been instrumental in the organization’s fundraising initiatives. He also mentors young, aspiring financial professionals through Lincoln Financial Advisors’ Leadership Preparation Program.
For more information on Heritage’s services and locations, please visit www.heritageconsultants.com.
About Heritage Financial Consultants
Heritage Financial Consultants is a full-service, independent financial services and wealth management firm headquartered in Hunt Valley, Md. with offices in Wilmington, Del., Preston, Md., and Vienna, Va. Heritage Financial Consultants helps individuals, families and businesses gain a sense of security through comprehensive financial services including wealth management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services. For more information, please visit www.heritageconsultants.com.
Registered associates of Heritage Financial Consultants, LLC are registered representatives of Lincoln Financial Advisors. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors. CRN-2058913-031518
Abel Communications for Heritage Financial Consultants, LLC