701 Brickell Avenue, Suite 1310, Miami, FL, 33131
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Janet is a member of the Planning Committee and Peer Engagement Committee for 100 Women in Finance, dedicating minimal time quarterly. She also provides dog-sitting services on a weekend, holiday, or seasonal basis, starting in December 2022.