Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Investments
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies


  • Series 7, 31, 63, 65


  • Bachelor of Arts in Finance, University of Nebraska, Lincoln, Nebraska

Previous experience

  • UBS Financial Services, Ft. Lauderdale, FL, 2005 - 2023

Community participation

Member of the Executive Board for Florida Affiliate of Arts for Learning/Young Audiences

Member of the National Planning Committee, Young Audiences.

Member of the Florida Bar Standing Commmitee for UPL.

Member of the 11th Circuit UPL committee

Member of the Advisory Board for the Gus Machado School of Business - St. Thomas University

Served as the Chairman of the Pension Board for the Town of Surfside November 2013 through September 2020.


Personally, Abraham enjoys an active life, primarily windsurfing, mountain biking, sculling and restoring classic cars.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.