Ethan is currently a Foundations Associate for the team and will soon transition into the role of Financial Planning Consultant. His responsibilities include preparing retirement analyses, assisting with strategy meeting preparation, and supporting key administrative functions such as RMD and 401(k) processing, RJ Bank coordination, donor-advised fund administration, and annuity and insurance maintenance. He is also actively involved in trading and operational support across client accounts.
Ethan graduated from Florida State University with two bachelor’s degrees: one in Finance and the other in Sport Management. Born and raised in Puerto Rico, Ethan later moved to Weston, Florida, and now lives in Miami. He enjoys staying active by playing soccer, going to the gym, and running.
LICENSURE
- SIE
- Series 66
- Series 66