Carlos is a Chartered Retirement Planning CounselorSM with PAMG Advisors and has 24 years of experience.
Community involvement is an integral part of how he interact with clients and communities. He has been involved with volunteering and fundraising for organizations such as Literacy Volunteers of Collier County, Susan G. Komen & NCH Safe & Healthy Children’s Coalition.
- First Union Brokerage Services Inc., 1994-2000
- First Union Securities, Inc., 2000-2002
- Banc of America Investment Services, Inc., 2002-2009
- Fifth Third Securities, Inc., 2009-2011
- Merrill Lynch, Pierce, Fenner and Smith Inc., 2011-2018