Managing Partner, Compass Wealth Management
Pedro serves as financial adviser to high net worth individuals and business owners. He helps clients establish and implement financial, retirement asset management, and estate and business ownership succession strategies. As a registered and investment adviser representative, he provides independent wealth management services to clients, bringing over 20 years of experience in the financial services industry.
Pedro served as vice president with the Wealth Management Group of Wachovia Bank and as regional vice president with Smith Barney’s Estate and Trust Services Group. A graduate of the University of Florida’s business school, Pedro holds a degree in finance, as well as various securities registrations. He is licensed in several states, including Florida.