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His professional licenses include: •Certified Financial Planner™ certification •General Securities Registered Representative NYSE/FINRA (Series 7) •Uniform Investment Adviser (Series 65) •Uniform Securities Agent State Law Examination (Series 63) •Futures Managed Funds Examination (Series 31) •Other applicable Variable Annuity, Life and Health Insurance licenses Michael is a very active member of the local community of South Florida and has joined forces with other distinct individuals and organization for philanthropic causes.
We unapologetically embody an anti-corporate culture. Located in the heart of South Beach, we personify our surroundings: laid-back, easy-going, and approachable.
Our office feels more like a Silicon Valley start-up loft with high ceilings, industrial lighting and collaborative whiteboard walls than a stodgy old Wall Street private bank.
After nearly 20 years in the financial services industry, we grew frustrated by the constraints and red tape of being employees of large banks.
In 2012, we sought to create our own boutique advisory firm based on the principles of independence, transparency and client advocacy.
“ Michael has been providing strategic investment advice and wealth management services for over 18 years.
Prior to Founding Rose Capital Advisors, Michael spent over 7 years with Dominick & Dominick LLC, a firm with rich history and tradition dating back to 1870, and prior to that, with Wachovia (now Wells Fargo), where he spent several years working in their Private Client Group in New York City and Miami.Prior to joining Rose Capital Advisors, Gareth spent nearly a decade working in the Private Client Group at Dominick & Dominick LLC., a firm with rich history and tradition dating back to 1870.Before that he worked for another fast growing NYSE member firm, where he helped expand it’s private client business as well as their fund of funds and venture capital activities.Michael is currently married and lives with his wife Luanne in Miami Beach, FL.Connect with me on Linked In Follow us on Twitter As Head of Business Development for Rose Capital Advisors, Gareth Evans brings over 20 years of experience in the financial services industry and is responsible for identifying, initiating, and cultivating new strategic relationships worldwide, in order to grow and expand our brand.Gareth has been active in several charitable endeavors in New York City over the years, supporting various causes including Love Heals (AIDS Charity), Susan G.