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
Keylinks
More profiles to browse
IL
Iris Leon Mujica
Senior Investment Officer and Chief Compliance Officer
You Might Like
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University