NEW YORK–(BUSINESS WIRE)–Laidlaw Wealth Management, a Global Investment Banking and Wealth Management Boutique announced today the opening of their twelfth office at 2 Alhambra Plaza, Miami Florida.
“We are pleased to have found such beautiful premium space in a market that caters to our Domestic and International Clients”, said Richard Calhoun, CEO of Laidlaw Wealth Management and Naples Wealth Planning. “This is a key location for our commitment to and expansion of our Wealth Management business. Miami is an important market for us because of our unique offering for International Clients and our focus on Latin America”.
Since the acquisition of Naples Wealth Planning, the combined firms have had great success in recruiting key advisors in affluent communities. The recent hire of John Cross IV, a 20-year veteran of the business having worked at Bank of Boston, BNP Paribas and Wells Fargo servicing clients throughout Latin America, for the Miami office is a perfect example of the advisors they are attracting. “John’s incredible experience and international relationships are a perfect fit with Laidlaw’s culture and commitment to being the most comprehensive offering to International Clients”, added Richard Calhoun.
“I came from a firm that exited servicing International Clients, as so many other companies have, and I was forced to find a new firm. After extensive Due Diligence, what really stood out with Laidlaw is their strong commitment to International Business as a large part of their client base and revenue is derived from outside the U.S. I was also equally drawn to their culture, comprehensive offering for my clients, flexibility on open architecture and their almost 200-year legacy”, said John Cross.
Philip Morrissey a Financial Advisor who joined Naples Wealth Planning (NWP) in 2018 will be moving into the new office as well. Philip’s career has spanned more than two decades with successful roles at Bank of America, SunTrust, Morgan Keegan, and most recently Morgan Stanley. Joining them from the Boca Office is Henrique Lucena, a financial advisor who joined Laidlaw 11 months ago from Morgan Stanley and has a distinguished career servicing clients throughout Latin America at Bank of Boston, Itau Private Bank International, and UBS.
About Laidlaw Wealth Management & Naples Wealth Planning
Laidlaw Wealth Management is an SEC Registered Investment Advisor (RIA). Laidlaw Wealth Management acquired Naples Wealth Planning last year. Office locations include New York, NY, Toms River, NJ, Pasadena, CA, Naples, FL, Tampa, FL, Stuart, FL and Coral Gables, FL. As a Registered Investment Advisor (RIA), the firm advises high-net worth individuals on investments along with providing active portfolio management. In addition, as an RIA the firm is a fiduciary, which means they have a fundamental obligation to provide investment advice that always acts in the best interests of clients.
About Laidlaw and Company
Laidlaw and Company (UK) Ltd is affiliated with Laidlaw Wealth Management. Headquartered in New York City with additional offices in London, San Francisco, CA, Pasadena, CA, Melville, NY, Toms River, NJ Boca Raton, FL and Coral Gables, FL. Laidlaw and Company was founded in 1842 as one of the first Investment Banking firms on Wall Street and continues as a full-service investment bank, brokerage and Asset Management firm offering personalized investment advice for high net-worth individuals and skillful execution to private and public institutions.