Filipe comes from a family that through hard work and determination built three businesses from the ground up into booming organizations. His family, while reaping the benefits of their success, did not employ the services of an advisor to ensure their financial plan was sound and in turn their businesses fell victim to the 2008 financial crisis. He joined the financial services industry in 2010 to ensure his clients do not suffer the same circumstance.
Filipe helps investors navigate the myriad of available investment options with unparalleled service and a personal commitment. He provides a comprehensive approach to financial planning to individuals, families and businesses. He holds FINRA Series 7 and 66 securities licenses, as well as the Accredited Asset Management Specialist (AAMS®) designation.
He most recently worked as a financial advisor with Merrill Lynch and Raymond James. After spending several years with Raymond James as a solo practitioner Filipe wanted to join a like-minded senior advisor within an independent practice in a quest to provide comprehensive financial planning to those in need. This ultimately led Filipe to Andy Whitaker and Gold Tree Financial.
Filipe graduated from University of North Florida with a Bachelor of Arts in Psychology. He is active in the community as a volunteer for organizations such as Habitat for Humanity, Boys & Girls Clubs, and Junior Achievement of North Florida. He is a member of the Rotary Club of West Jacksonville, and the North East Florida chapter of the Financial Planning Association. In his free time, Filipe enjoys spending time with his family, training in Brazilian Jiu-Jitsu, powerlifting, surfing, reading and supporting the local visual/performance arts. Filipe was originally born in Rio de Janeiro, Brazil. He is fluent in Portuguese and speaks conversational Spanish.
Gold Tree Financial is not affiliated with the above organizations.