JULIAN E. MERCADO·Vice President of Marketing
As a third generation Financial Professional, Julian E. Mercado has been learning from the best throughout his life. He brings a fresh lense to planning and creative ways to connect with different generations. He is in tune with intra-generational issues of wealth management and the needs of preparation at every level of your journey.
As a South Florida native, raised in a multicultural household, Julian resonates with his client’s diversity. He uses his keen observation skills and empathy to tailor financial plans for his growing clientele.
Those who meet him, can perceive the level of professionalism and dedication he feels towards this business. People seek him out for his ability to translate complex topics into digestible ideas.
Julian is a recent graduation from the University of Tampa, where he studied both International Business and Entrepreneurship. This is where his passion and desire for helping families and small business owners all started.
Out of the office, Julian loves playing the guitar, singing, weightlifting and his
Golden Doodle.
“At the end of the day people won’t remember you for what you said or did, they will remember how you made them feel”.
UNIQUE PROCESS
You are faced with an impactful financial decision, usually accompanied with worries, doubts, and anxiety.
Who wouldn’t feel that when presented with a decision that will determine the future for you & your loved ones.
There are always solutions, sometimes too many & too complicated. We do the digging so you can do the living, our team filters distorted information to provide clarity during the decision making process.
WHAT WE DO
Individual Protection
Protection for Foreign-Nationals
For over 40 years, we have
specialized in meeting the financial planning needs of our …
Wealth Preservation & Tax Savings Strategies
sheltering your assets; …
Estate Equalizer
This is a practical strategy to fairly distribute assets amongst heirs, providing for a balanced …
Business Protection
Business Succession Planning & Exit Strategies
– Keep a business in the family …
Buy-Sell Funding
A buy and sell agreement is a legally binding contract, which stipulates how a partner’s share of a business …
Key Person Insurance
Do you have a Key Employee who your business depends on?Replacing a key person takes …
