Private Wealth Alliance Employee Directory

Financial ServicesFlorida, United States51-200 Employees

The mission at Private Wealth Alliance is to provide comprehensive, full-service financial guidance to clients, business owners, and institutions. Across the nation, we work with financial institution execs to create customized, world class wealth initiatives. In Florida, Atlantic Capital Advisors provides wealth services to BankUnited prospects and clients. 

We are committed to the development of lasting, generational relationships through the attraction of talented and accredited financial professionals. Our team has an unequaled devotion to their personal and professional growth, and a cultivation of premier client relationships.

Through our alignment with LPL, the largest independent broker dealer in the nation, we provide access to objective, open architecture portfolio construction and financial strategies ranging from asset management to insurance. In serving the broad range of our clients, we partner with your other personal consultants to address your individual needs related to tax, estate planning, or banking.

In 2015, we aligned with Tampa-based Independent Financial Partners to create IFP Institutional Services to work with banks and credit unions to introduce or re-engineer comprehensive wealth management programs. 

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Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered though LPL Financial or its licensed affiliates. For hyperlinks to FINRA and SIPC, please refer to website section above.

Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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