The Evercore Wealth Management Florida team delivers comprehensive and personalized wealth management, integrating strategic financial planning and investment management.
Titles listed represent Wealth Management services. Those with an asterisk (*) also provide Trust services. Please see complete bio for further details.
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 a Managing Director at Evercore Trust Company, N.A., providing clients throughout the Southeast with comprehensive, goals-based wealth planning. He is the co-head of the firm’s Florida office.
He 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. 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 offices 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 is the co-manager of the Florida offices and the manager of the Palm Beach office.
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 the national Strategic Planning Committee, the Investment Policy Committee and the national Financial Planning Committee.
Michael 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.
Jamie is a Vice President and Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, N.A., serving high-net-worth individuals and families, foundations and endowments from the Evercore Wealth Management office in Florida.
Prior to joining Evercore Wealth Management in 2018, Jamie was a trust advisor and personal trust specialist at the Bank of Tampa, where she worked directly with individual and family clients and was additionally responsible for the implementation of planning strategies and wealth transfer objectives. Previously, she was a personal trust specialist with BB&T in Tampa.
Jamie has a B.A. in Business Management from the University of Phoenix and is a Certified Trust and Financial Advisor. She also completed course studies at the Florida Bankers Association and Florida Graduate Trust School.
She is the Chair of the Executive Committee for the Suncoast Hospice’s Professional Partners Council and is a founding member of the Women’s Giving Network. Jamie also serves on the Executive Legacy Committee for the Crisis Center of Tampa Bay and is a member of the philanthropic group Women in Action.
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.
You can download our brochure from the link - Brochure 2013.