Advisor profile


About Me

Abraham joined the financial services industry in 1993 and focuses on the growth and preservation of wealth for business owners, executives and retirees. Abraham is a CERTIFIED FINANCIAL PLANNER™ practitioner and a graduate of the University of Nebraska College of Law, where he received his J.D. and practiced law in the area of civil litigation. Armed with this broad experience, Abraham has a unique ability to understand, develop and implement comprehensive wealth planning strategies for select clients.

Over the years, Abraham has also developed a special knowledge of corporate qualified and non-qualified plans, and incentive programs which serve corporations, professional associations and small businesses. He helps business owners meet their fiduciary responsibility by evaluating the plan design, implementation and monitoring its performance.

31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
  • Investment Management
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7, 31, 63, 65

Education

  • Juris Doctorate Degree, University of Nebraska, Lincoln College of Law
  • Bachelor of Arts, University of Nebraska, Lincoln College of Arts and Sciences

Previous experience

  • Wealth Advisor, UBS Financial Services, Ft. Lauderdale, FL, 2005 - 2023
  • Wealth Advisor, Merrill Lynch, 1996 - 2005

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.

Interests

Abraham is the proud father of twin boys who are starting their own life journeys in the technology industry. He thoroughly enjoys the FL outdoors, primarily windsurfing, competing in sculling and Surfski events, biking 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.