Vicente Ferrera is a Founding Partner and President of Advisory Investor Services. He ensures each client receives the appropriate level of services including investment management, trust implementation, financial planning, wealth protection, and family office services. He works closely with his team and third-party professionals to help manage the overall ongoing client’s goals and experience. Vicente has over 30 years of experience in the financial industry. He has worked for multinational companies, where he developed a strong understanding of working with people from different cultures and nationalities, successfully doing business and advising clients in their own language from their

Vicente Ferrera
Founding Partner, President - Investment Manager and Managing Partner
Advisory Investor Services (AIS)
United States, Florida, Miami
About Me
Profile Information
Founding Partner, President - Investment Manager and Managing Partner
Advisory Investor Services (AIS)
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Miami
Florida
United States
Jul 12, 2025
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