Jenna Suleman is a senior financial advisor and has been practicing since 2006. Her practice focuses on complex wealth management solutions for highnet-worth families, with an emphasis on wealth preservation, portfolio management, and philanthropy. Her experience also includes trust administration, estate planning strategies, private banking, and lending. Suleman also provides investment planning counseling and investment management for multigenerational families to support continuity of investment direction and family values. Prior to moving to Vero Beach, Florida, Suleman worked with Wells Fargo Advisors in Miami, practicing alongside Wells Fargo Private Bank and Wells Fargo Family Office, formerly Abbot Downing, as well as Morgan Stanley in Greenwich, Connecticut.
Razvan Ilie is a senior financial advisor at Wells Fargo Advisors Financial Network, where he specializes in research-driven investment selection, portfolio management, and capital markets execution. He started his fi nancial career in 2008 as an institutional research analyst with a strong emphasis on fundamental investment selection. Razvan’s highly personalized approach helps clients achieve both their short-term and long-term investment goals. In 2015, Razvan transitioned to private wealth management, offering clients expert guidance on capital markets and comprehensive wealth planning.
Investment products and services are offered through Wells Fargo Advisors Financial Network LLC (WFAFN), Member SIPC. Any other referenced entity is separate from WFAFN.
3387 OCEAN DR. | VERO BEACH, FL 32963
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True Tails is a series written by Amy Robinson for Vero Beach’s dog lovers. Ask Amy about your dog’s behavior by clicking below.
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