Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Armando Merino

CFP®, APMA®

Private Wealth Advisor

Managing Partner of Arbor Capital Wealth Advisors
Learn more about Armando Merino

Daniel Tarrant

APMA®

Financial Advisor

Senior Vice President of Arbor Capital Wealth Advisors
Learn more about Daniel Tarrant


Our team

Adam Breault

Adam Breault

Financial Planning Specialist,

Senior Vice President of Arbor Capital Wealth Advisors
Caroline Flournoy

Caroline Flournoy

Operations Director,

Marketing Specialist