The Evercore Wealth Management Florida team delivers comprehensive and personalized wealth management, integrating strategic financial planning and investment management.
Debora is a Managing Director and Financial Advisor at Evercore Wealth Management. She works directly with families in Florida, supported by the Evercore Wealth Management national strategic wealth planning group. Additionally, she leads the firm’s Wise Women financial education program in the Southeast.
Prior to joining Evercore Wealth Management in 2017, Debora led the private wealth management practice of SunTrust Bank in Florida. She joined SunTrust in 1985 and has worked with high net worth families throughout the Southeast.
Debora earned a Bachelor of Science degree at Florida State University in Tallahassee and completed a two-year study program at the Florida Graduate Trust & Wealth Management School. She holds the Certified Trust and Financial Advisor (CFTA) designation. She is based in Orlando.
Julio is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management and at a Managing Director at Evercore Trust Company, N.A., providing clients throughout the Southeast with comprehensive, goals-based wealth planning. He is a member of the Evercore Wealth Management Strategic Planning Committee and co-head of the firm’s Florida office.
He joined the firm in 2014 from GenSpring Family Office in Florida, where he led new business development and client integration, and was a member of the national leadership committee. Additionally, he has practiced as an attorney, specializing in estate and tax planning, and trust litigation, and as an accountant, focused on individual and trust estate planning. He has 25 years of experience in wealth management.
Julio earned his B.A. in Accounting from the University of South Florida and his J.D. from University of Florida’s Levin College of Law.
Michael is a Partner and Wealth & Fiduciary Advisor at the Florida office of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., serving families, foundations, and endowments throughout the Southeast with comprehensive, goals-based wealth planning. He works closely with the firm’s investment portfolio managers and advises clients on strategic wealth planning, asset allocation, and fiduciary and family wealth matters, including governance, next-generation education, and philanthropy.
He is an active participant in the Evercore Wealth Management national Financial Planning Committee and a member of the Investment Policy Committee.
He joined Evercore in 2014 from GenSpring Family Offices in Florida, where he led business development and wealth planning and family office services for the firm’s ultra-high net worth clients. Prior to joining GenSpring, he served as an advisor to ultra-high net worth client families. He has 25 years of experience in wealth management.
Michael earned his B.S. from Florida State University, with a concentration in Finance and Accountancy.
Mark is a Managing Director and Portfolio Manager at Evercore Wealth Management in Florida. He has over 35 years of experience in managing investment portfolios for high-net-worth individuals, their families and foundations.
Prior to joining Evercore in 2015, Mark was an investment strategist at SunTrust Bank and the regional managing director of the west Florida region of the personal asset management division. Before joining SunTrust in 1988, he was an investment executive at Paine, Webber, Jackson and Curtis in Clearwater, Florida.
Mark received his B.S. from Florida State University. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute, CFA Tampa Bay, and the Suncoast Estate Planning Council. Additionally, Mark serves as the Chairman of the Investment Committee for the City of Dunedin’s Board of Finance.
Arthur is a Partner and Portfolio Manager at Evercore Wealth Management in Florida. He is a member of the firm’s investment decision-making body, the Asset Allocation Committee, and the Investment Policy Committee. He has over 30 years of experience in managing investment strategies for high-net-worth families, endowments and foundations.
He joined Evercore from SunTrust Bank, where he worked for 18 years as an investment strategist. Prior to joining SunTrust, he worked for seven years as a registered representative with Paine Webber in the Florida region.
Arthur earned his B.S. from the University of South Florida, with a concentration in Finance. He is a Chartered Financial Analyst.
Shannon is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., serving families, foundations and endowments throughout the Southeast.
Prior to joining Evercore in 2014, Shannon worked with several social and environmental startups in New Jersey and North Carolina. Earlier, she worked for the City of Charlotte, North Carolina, on its greenhouse gas reduction target and sustainability plan, and in the Acquisitions & Divestitures Group for McNeil Consumer Healthcare at Johnson & Johnson. Prior to attending business school, she worked for U.S. Trust in Palm Beach and for Fidelity Investments in Boston, Massachusetts.
Shannon earned her B.S. from Boston University and her M.B.A. and a Master’s Degree in Environmental Management from Duke University.
You can download our brochure from the link - Brochure 2013.