Investors
Business Partner
ARMANDO A. URENA URENA
Financial Advisor
Address: 15615 NW 67 AVENUE, MIAMI LAKES, FL 33014
Phone: 305-364-2418 Fax: 305-789-4725
Email: armando.urena@wellsfargo.com
My Background
With over 16 years of professional experience, I am dedicated to helping families meet their financial goals by developing investment plans around their long-term goals and risk tolerance. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific goals.
My financial services career began in 2000 at Lehman Brothers’ Private Investment Management Division serving international high net worth and institutional clients. In 2006, I moved my practice to Wells Fargo Advisors (formerly Wachovia Securities). Prior to entering the financial services industry, I served as a Foreign Service Officer at the US State Department working in several embassies overseas. I have earned a Masters of Business Administration degree with a specialization in Investment Management from the Thunderbird School of Global Management, and a Bachelor’s degree in International Relations from Florida International University.
Away from the office I am active in the Miramar Optimist Club. I enjoy sailing, coaching and playing baseball. My wife Michelle and I live in Miramar, Florida with our children A.Gabriel, Michael and Elias.
My Associate(s): Ondina Clevenger, Registered Sales Assistant ; Maria Alexandria Felix, Client Service Associate