Aragon Capital LLC

Phillip Wallace is a Series 65 licensed advisor with eight years of industry experience, currently serving at Aragon Capital LLC since 2019. He previously worked at Innovation Partners LLC and Sentrix Financial Services and has operated PAW Consulting, a non-investment related business, since 2008. Wallace is also involved in mortgage loan origination and business loan brokerage activities. Aragon Capital LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm employs a variety of analytical methods and trading strategies, with a notable focus on international clients, including those in Latin America, and incorporates derivative strategies within managed accounts.

Nestor Hernandez Rivera is a financial advisor at Aragon Capital LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Corient Services LLC, CIPW Service Company, LLC, and Intercontinental Wealth Advisors LLC. Aragon Capital LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to construct portfolios and employs various trading strategies, including options and derivative strategies, with a focus on international clients and tax-aware asset management.

Ricardo Nieto is a financial advisor at Aragon Capital LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Aragon Capital since 2013. Outside of his advisory role, he owns and manages Aragon Properties LLC, a real estate business from which he derives a portion of his income. Aragon Capital LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm employs a range of investment strategies, including fundamental and technical analysis, and serves a significant international client base with expertise in Latin American markets.

Raul Benitez is a CFP® with 23 years of industry experience, currently serving at Aragon Capital LLC since 2023. His prior roles include positions at Wells Fargo Advisors and SunTrust Advisory Services. He is also involved in a fixed insurance business, Lifecraft Financial, which he recently started in 2023. Aragon Capital LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm employs a variety of analytical methods and trading strategies, with a notable focus on international clients and derivative strategies within managed accounts.

Laura Poveda Gelvez is a financial advisor at Aragon Capital LLC with three years of industry experience. She holds a Series 65 designation and has been with Aragon Capital since 2022. In addition to her role at Aragon Capital, she is involved with Pristine Capital Group, where she provides financial planning focused on debt management and capital strategies for individuals and corporations. Aragon Capital LLC offers discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and employs tax-aware asset location and derivative strategies within managed accounts.

Edgardo Castro is a financial advisor at Aragon Capital LLC in Fort Lauderdale, FL, with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Aragon Capital since 2016. In addition to his advisory role, he assists customers with enrollment into health, dental, and vision plans through his work at Health Benefits Center. Aragon Capital LLC provides discretionary and non-discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporate entities. The firm employs a variety of analytical methods and trading strategies, including tax-aware asset location and derivative strategies, and serves a significant international client base.