International Assets Investment Management, LLC

Drew Bowen is a financial advisor with International Assets Investment Management, LLC and holds the Series 66 credential. He has two years of industry experience, including prior roles at Ameriprise and New York Life. Outside of advising, he works as an accounting analyst at Nestle. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing mutual funds, ETFs, equities, fixed income, and third-party manager programs.

Michael Frustaci is an investment advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with International Assets Investment Management since 2017 and with Global Assets Advisory since 2019. Outside of his advisory roles, he is the managing member of Palladium Wealth Advisors, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and may implement strategies via third-party money managers or wrap programs.

Cesar Olivares is a financial advisor at International Assets Investment Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and SWBC Investment Company. Since 2019, he has been affiliated with International Assets Investment Management and its related advisory entity. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s independent adviser representatives offer customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may employ third-party managers and wrap programs as part of their strategies.

Glenn Toussaint is a CFP® and ChFC® with 41 years of industry experience, currently serving as an advisor at International Assets Investment Management, LLC since 2015. He has been involved in insurance sales since 1983 and maintains a side activity as a musician, selling recordings since 2013. Additionally, he acts as a consultant facilitating referrals between film producers and finance companies, and is a partner in a consulting entity receiving referral fees for fuel products. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction and offers discretionary and non-discretionary management, financial planning, and access to third-party manager programs.

Michael O'Neil is a financial advisor at International Assets Investment Management, LLC with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Patriot Wealth Strategies, Patriot Financial Group, and Raymond James Financial Services. Since 2013, he has been the owner and president of O'Neil Wealth Services, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisors. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party managers or wrap programs.

Nathan Walsh is a Series 65-licensed financial advisor with International Assets Investment Management, LLC, based in Dallas, TX, and has three years of industry experience. Prior to joining IAIM, he worked at Fisher Investments and held a position with the United States House of Representatives. Outside of his advisory role, Walsh serves as an assistant coach for a lacrosse club in Dallas. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm offers customized, long-term portfolio strategies utilizing mutual funds, ETFs, equities, and fixed income, and may incorporate third-party managers and wrap programs in its client solutions.

Kevin Hall is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at BOK Financial Securities, Inc. and Bokf, Na for a decade. Hall is also involved as a Medicare agent and directs Hall Wealth Management, LLC, a private label entity for his financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party managers and wrap programs.

Adam Bell is a CFP® professional with 17 years of industry experience, currently serving at International Assets Investment Management, LLC. He has worked with Rockbridge Asset Management, LLC since 2010 and was previously with WFG Investments Inc. He operates an investment consulting business under the name Rockbridge Wealth Management in Daphne, AL. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and incorporates third-party managers and wrap programs as part of its strategies.

Nicholas Blackwell is a financial advisor with International Assets Investment Management, LLC and holds a Series 66 designation. He has eight years of industry experience and has worked at firms including Noyes Advisors LLC and David A. Noyes & Company. Outside of his advisory role, he serves as a deacon of finance at Castleton Community Church. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may engage third-party managers and wrap programs to implement strategies.

Kristina Leuzzi is a financial advisor at International Assets Investment Management, LLC with two years of industry experience. She holds a Series 65 credential and has been associated with International Assets Advisory, LLC and Winn Partners Financial Group since 2015. Outside of her advisory role, she works as a freelance editor. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may engage third-party managers or wrap programs to implement strategies.

David Chin is a CFP® professional at International Assets Investment Management, LLC with 21 years of experience in the financial industry. He has worked with International Assets Advisory LLC since 2010 and has held positions at Raymond James Financial and related entities since 2008. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisors. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, and may implement strategies via third-party money managers and wrap programs.

Richard Flecca is a financial advisor at International Assets Investment Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Advisors and Cetera Advisors. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and may utilize third-party money managers and wrap programs as part of its investment approach.

Edith Lynch is a financial advisor with International Assets Investment Management, LLC, holding a Series 65 credential and 23 years of industry experience. Her prior roles include positions at Silver Oak Securities, Inc., Elevation Advisory Partners, LLC, and Cetera Investment Services LLC. Outside of her advisory work, she is a certified motorcycle riding coach, providing training in the Orlando and Sanford, Florida areas. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using various investment vehicles and offers discretionary and non-discretionary management, financial planning, and access to third-party manager programs.

James Nelson is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at LPL Financial LLC and International Assets Advisory, LLC. Outside of his advisory work, he serves on the boards of two charitable foundations focused on nonprofit fundraising and the Evans City Library, and he is also an owner of a harness racehorse. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent advisers. The firm emphasizes customized, long-term portfolio construction utilizing mutual funds, ETFs, equities, fixed income, and may incorporate third-party managers and wrap programs in its strategies.

Angela Day is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and one year of industry experience. She has previously worked at Woods Associates and Fair Play Family Center. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management along with financial planning and access to third-party manager programs.