Liberty Atlantic Advisors

Ricardo Jesus is a financial advisor at Liberty Atlantic Advisors with a Series 65 designation and two years of industry experience. His prior roles include positions at Chase Buchanan Wealth Management and Private Client Consultancy. He has also worked in sports management and held academic roles at the University of Tulsa and University of Mississippi. Liberty Atlantic Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and access to sub-advisory accounts. The firm manages approximately $125 million across diversified portfolios and maintains multiple offices with a focus on fundamental analysis and accommodating specialized investment situations.

Scott Evans is a financial advisor at Liberty Atlantic Advisors with 12 years of industry experience. He holds the CFP® and CFA® designations and has previously worked at firms including Beacon Global Advisor Network and Northwestern Mutual Wealth Management Company. Evans is also a licensed insurance agent involved in insurance product sales. Liberty Atlantic Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and access to sub-advisory accounts. The firm manages approximately $125 million across five offices and employs a fundamental analysis approach to build diversified portfolios tailored to client needs.

David Cantor is an advisor at Liberty Atlantic Advisors with a Series 65 credential and one year of industry experience. Prior to joining Liberty Atlantic Advisors, he worked at Davies & Associates LLC for eight years. He is co-founder of ItalianTaxes.com, a tech-enabled platform for filing taxes in Italy, and founder of Relocate Inc., an independent marketplace for global migration. Liberty Atlantic Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and access to sub-advisory accounts. The firm manages approximately $125 million across five offices and focuses on building diversified portfolios through fundamental analysis.

Alexander Ingrim is a financial advisor at Liberty Atlantic Advisors with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Blevins Franks Financial Management and Beacon Global Advisor Network. Ingrim is also involved in real estate investment decisions through Ingrim Investments LLC. Liberty Atlantic Advisors serves individual and high-net-worth clients, offering discretionary portfolio management, standalone financial planning, and access to sub-advisory and separately managed accounts. The firm employs a fundamental analysis approach to build diversified portfolios across multiple asset classes and engages third-party sub-advisers for specialized strategies.