Fiduciary Trust International, a global wealth manager and wholly owned subsidiary of Franklin Templeton, announces that Andres Rodriguez has joined as a wealth director based in its office in Coral Gables, FL.
“Andres has an impressive track record of delivering customized financial solutions for ultra-high-net-worth clients, in the US and Latin American markets, while growing assets under management and leading high-performance teams,” said Michael Cabanas, Fiduciary Trust International’s regional managing director for Coral Gables. “His expertise across investment strategies, estate planning, credit facilities, and regulatory compliance will help us provide financial peace of mind to more families in South Florida who have business interests and other assets in Latin America.”
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Mr. Rodriguez was previously a private banker and executive director at Banco Santander Private Bank in Miami, FL, where he developed and implemented customized wealth management strategies, including investment advisory, lending, and estate planning solutions. He also worked for nearly 20 years at Citi Private Bank Latam in Miami, most recently as a private banker and director leading regional client acquisition efforts. Mr. Rodriguez began his career in wealth management at Ameriprise Financial Advisors in Miami.
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“Ultra-high-net-worth families with connections to the expansive Latin American market have unique needs for preserving and growing wealth, while remaining in compliance with regulations in multiple jurisdictions,” said Mr. Rodriguez. “The Fiduciary Trust International platform offers access to tailored financial strategies and products that can enable clients and their families to achieve their goals.”
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Mr. Rodriguez is fluent in English and Spanish, and holds Series 7 and 66 licenses. He received his master of business administration from Florida International University, and graduated from the University of Phoenix with a bachelor of science in business finance.
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Source : businesswire