Patricia Leon-Ponte

First Vice President, Wealth Management Advisor III

Phone: 786-999-1463

Email: pleonponte@amerantinvestments.com

Licenses/Certifications: FINRA Series 7 and Series 66

Experience

With over 25 years of experience in the financial industry, Patricia Leon-Ponte brings extensive expertise across retail banking, private banking, financial services, and wealth management. She began her career at Banco Mercantil in Private Banking and has been a key member of Amerant Investments for more than 23 years. Patricia manages a portfolio exceeding $200 million, providing clients with personalized financial guidance and strategic investment solutions to meet their long-term goals.

Patricia holds a Bachelor’s degree from Universidad Metropolitana in Caracas and earned her Master of Business Administration (MBA) from the Daniels School of Business at the University of Denver. She is licensed with FINRA Series 7 and NASAA Series 66.