Julio is a Partner and Wealth & Fiduciary Advisor at the Florida offices of Evercore Wealth Management and a Managing Director at Evercore Trust Company, N.A., providing 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 a member of Evercore Trust Company’s Fiduciary Oversight Group.

Julio joined the firm in 2014 from GenSpring Family Offices in Florida, where he led new business development and client integration, and was a member of the national leadership committee. He previously practiced as an attorney, specializing in trust litigation and in estate and tax planning, and as an accountant, focused on individual and trust estate planning. He has 30 years of experience in wealth management.

Julio is an active member of several public and private charitable organizations; including the Community Foundation of Tampa Bay. Additionally, he serves on several Florida Bar committees including the Real Property Probate and Trust Law’s Principal and Income Committee.

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.

Meredith is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., serving high net worth individuals, families, and trusts from the Tampa office. She provides support in fiduciary administration, wealth management and financial planning disciplines.
 
Prior to joining Evercore in 2020, Meredith utilized her broadly developed skills to help manage two successful family businesses, contributing in the areas of financial analysis, strategic planning, tax reporting, employee benefits programing, market research, business development and marketing.
 
Meredith received her B.S. in Entrepreneurship, with minors in Marketing and Advertising and her Certificate in Financial Planning from the University of Tampa. She was an NCAA scholarship athlete and academic scholar during her time at the University of Tampa.

Arthur is a Partner and Portfolio Manager at Evercore Wealth Management in Tampa, 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 holds the Chartered Financial Analyst designation.