Meet Rene Paez:

Rene Paez is a Wealth Advisor in the firm's Wealth Management & Corporate Benefits (WMCB) group. With over 10 years of experience in the industry, Rene's expertise lies in providing customized financial planning and investment management services to high-net-worth clients from various industries.

Rene simplifies financial complexity for high-net-worth clients and their next generations who value personalized attention, tax efficiency, and risk management by offering comprehensive financial planning and investment management services. With a focus on the unique needs and goals of the clients, he works closely with them to create a tailored financial plan that maximizes returns while minimizing tax liability and protecting assets from market volatility and other risks. He is dedicated to providing exceptional service and delivering measurable results, helping clients achieve their financial objectives and secure their financial futures with confidence.

Furthermore, Rene is an accomplished Adjunct Finance & Entrepreneurship & Global Management Professor at Palm Beach Atlantic University. With his wealth of experience, Rene provides his students with invaluable insights and expertise to thrive in today's rapidly changing business landscape, helping them develop the skills and knowledge they need to succeed in today's fast-paced and dynamic business environment.