|
Getting your Trinity Audio player ready...
|
First Horizon Corporation announced the formation of the First Horizon Advisors South Florida Private Wealth Group. This group caters exclusively to high net worth clients providing planning and investment offerings for attorneys, physicians, athletes, music professionals and business owners.
The First Horizon Advisors South Florida Private Wealth group, headquartered in Coral Gables, FL, is headed by tenured financial professional Damian Pardo and has satellite offices in South Miami and Downtown Miami. Oui Coulson and Siby Vizoso join Damian Pardo as primary Financial Advisors in the wealth group. Additionally, Anna Rojas and Liliana Vanderbiest join the team as client specialists both with long, professional trajectories as associates in wealth management.
The group’s novel approach to relationship management focuses on First Horizon Advisors’s long‐term commitment to financial planning, investment management, and wealth transfer strategies. The group also has a strong track record in community involvement and philanthropy. With an eye on wealth creation and longevity across generations, this unique, holistic approach helps to efficiently deliver on client objectives while seeking to create a memorable service experience.
“We purposely chose to work with three different financial platforms: a brokerage, an advisory, and a trust company platform. These options allow us to pull products and services across all organizations and deliver best in class solutions to clients and their families. You can think of us as curating these products and services, and then creating the best possible window display you might see at a store on 5th Avenue for people to consider as they plan for their future,” enthusiastically states Pardo.
“South Florida Private Wealth is launching with leadership from the most seasoned and respected Financial Advisors in the region,” said Bob Cole, Senior Vice President at First Horizon Advisors. “Damian Pardo and Oui Coulson are top‐notch advisors known for their incredible desire to give back to the community through their many charitable endeavors. They will be teaming up with Siby Vizoso, who has done a phenomenal job over the last three years, to deliver a unique and curated wealth management experience.”
Pardo began as a corporate banker in the prestigious Southeast Bank training program. He studied at Georgetown University School of Foreign Service and earned his MBA at the University of Miami. Pardo continued his success in wealth management as one of the founders of Gibraltar Bank and later ran downtown private banking at SunTrust. He founded the Pardo Group at Merrill Lynch for eight years and Morgan Stanley for ten years. The son of Cuban immigrants, Pardo is a known advocate for diversity and inclusion in South Florida and beyond, with over 30 years of volunteering in efforts to unite communities. He was instrumental in passing the Miami‐Dade Human Rights Ordinance, founded SAVE (Safeguarding American Values for Everyone), and founded 4Ward Miami (Gay8 Festival).
Oui Coulson has helped business owners at their earliest stages, enabling them to thrive. She began working at Northern Trust in Chicago and moved to Miami to work at SunTrust Private Client Advisory. She opened a practice with Oppenheimer Funds for ten years and moved to Morgan Stanley, where she served for seven years. Coulson is an immigrant from Thailand, dedicated to Eastern philosophy, and practices yoga. A founder of a skincare line and entrepreneur in her own right, Coulson is committed to supporting women entrepreneurs on their journeys. As a divorcee, she understands the importance of divorce planning and works with our financial planning team to help men and women. She loves animals and donates time and funding to animal rights causes and organizations.
Siby Vizoso joins the team with expertise in supporting former and current professional athletes and business owners in their investment planning and meeting financial goals. His experience provides individuals and business owners guidance on asset, retirement, and wealth management. A Cuban‐ American, Vizoso has been a competitive amateur baseball player for over 30 years and played collegiately at the University of Florida.
About First Horizon
First Horizon Corp. (NYSE: FHN), with $88.7 billion in assets as of March 31, 2022, is a leading regional financial services company dedicated to helping our clients, communities, and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services. First Horizon is recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
First Horizon Advisors is the trade name for wealth management products and services provided by First Horizon Bank and its affiliates. Investment management services are available through First Horizon Advisors, Inc., a wholly owned subsidiary of First Horizon Bank.
©2020 First Horizon Bank.
