Coronavirus Update: We are well equipped to address your financial/investment/retirement planning with proper precautions in our office or remotely through telephone and video conferencing. Social distancing does not have to stop you from attending to your personal and business financial planning needs. Please call us at 305-931-3200 for further details.
Director of Branding
Tanya Bhatt joined the company in 2016. She works diligently behind the scenes to keep information flowing and to create events which celebrate our clients. Tanya's global brand management and marketing expertise is brought to bear on streamlining our branding and communications. An American who was born abroad and raised in various countries overseas, she came back to the U.S. for college, and graduated from Brown University. She built her career in New York City, Boston, and now Miami, with experience ranging from managing a $70 million global business unit, to starting her own company. She has two daughters, is the happy human for two rescue dogs, and is active on the boards of several organizations in Miami Beach, where she has resided since 2003.
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