Xavier V.
Vice President | CAPTRUST | Financial Advisor
- Role
- Vice President - Financial Advisor at CAPTRUST
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Xavier V.
Behind every portfolio is a story, a family, a business, a goal. I help clients connect their wealth to what truly matters most.I specialize in helping individuals, families, and business owners navigate complex financial issues and make confident, informed decisions. As a fiduciary, I provide comprehensive wealth planning and investment guidance to help clients align their financial strategies with their goals and achieve long-term success. My goal is to be a trusted partner clients can rely on to walk through life’s important decisions—helping them strengthen their financial well-being and position their wealth for lasting success.Based in Miami, I serve clients locally and across the country. Let’s connect to start the conversation.
Experience
Vice President - Financial Advisor
Sep 2025 — Present · Miami, FL, US
Education
American University - Kogod School of Business
BSBA, Finance, Accounting
Indiana University - Kelley School of Business
Master of Business Administration - MBA, Finance
Georgetown Preparatory School
High School Diploma
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