Funds Society - July 25, 2022
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Bolton Global Capital is expanding the firm’s presence in South Florida with the completion of its office complex in Weston.
This branch was developed to serve as a workplace for financial advisors who live in the suburban areas north of Miami.
The new office is currently the workplace for five of the former Wells Fargo advisors who manage approximately $650 million in client assets together with their registered administrative associates.
These advisors include Jorge Aguerrevere, Ernesto Amengual, Felix Bosque, Andrei Santos and Leonardo Tedeschi. The group’s licensed support staff includes Carolina Castillo, Milton Ceotto, Maigualida Lanzetta and Adriana Perez.
This group primarily services high and ultra-high net worth clients located in the US and Latin America. Last year, Bolton recruited most of the financial advisors from the Weston branch office of Wells Fargo Advisors.
In addition to housing these advisors and their staff, this premium office space positions the firm to attract other professionals from the major banks and wirehouses who live in the suburb areas north of Miami such as Aventura, Hollywood, Pembroke Pines, Miami Lakes and Ft. Lauderdale.
Bolton’s main office in Florida is a 28,000 square foot complex at the Four Seasons Tower on Brickell Avenue in Miami. The new Weston office is located at 55 Weston Road.