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Amerant Wealth Advisors ask targeted questions to uncover crucial insights that shape each client’s unique financial journey. Through transparent, streamlined communication, the team establishes a comprehensive foundation for each plan—one that encompasses every priority, concern, and objective. Upon establishing clear client objectives, our Wealth Management experts collaborate to chart an optimal course forward. The team develops investment strategies centered on each client’s specific goals and requirements, evaluating
their complete financial position to create an actionable, integrated wealth strategy aligned with individual interests and expectations. Our seasoned professionals then craft and implement a personalized plan built precisely around these defined objectives. Amerant Investments, Inc. is a dually registered broker-dealer and investment adviser with offices in Coral Gables, Miami, Florida. Amerant Investments is an affiliate of Amerant Bank, N.A., and serves clients based in the United States and in various international countries.
Our Wealth Advisors have decades worth of investing expertise and are knowledgeable in market analysis and investing strategies.
Whether you’re new to investing, an experienced trader, or somewhere in the middle, we offer investment choices to meet your life goals.
Our Smart Investing platform provides a full financial view and access to all your investment accounts – all-in-one place.
Investing represents a unique journey for each individual. Amerant Investments delivers customized solutions and premium service quality designed to guide clients throughout their financial path. The firm focuses on client-identified priorities, helping investors maintain commitment to their established goals while building confidence in their financial strategy.Through a simplified process and tailored communication approach, Amerant Investments upholds its fiduciary responsibility by delivering transparent, sound advice uniquely suited to each client’s circumstances. The firm’s commitment to providing recommendations aligned with individual client needs reflects its dedication to long-term client success.As a trusted partner in Wealth Management, Amerant Investments stands ready to guide clients toward their financial objectives through personalized attention and strategic expertise.
*Trust services offered through Amerant Bank, N.A. and are limited to trust administration.
Andy Garganta
Senior Vice President, Head of Wealth Management
Andy has 20 years of experience in the financial industry. As the Head of Wealth Management at Amerant Investments, he leads the firm’s wealth…
Baylor Lancaster-Samuel
Senior Vice President, Chief Investment Officer
With 25 years of experience in the financial industry and three years with Amerant Investments, Baylor oversees top-of-the-house communication…
Sergio Guerrero
Senior Vice President, Head of Wealth Management Operations/FINOP
Sergio has 18 years of experience in the financial industry and 16 years with Amerant Investments. Responsible for the firm’s trading & supervision…
As featured in Coral Gables Magazine’s October Issue, our Head of Wealth Management, Andy Garganta, CPWA®, shared his thoughts on financial planning in the post-covid era, and how the current generations are dealing with transfer of wealth.
Amerant Investments’ Chief Investment Officer, Baylor Lancaster-Samuel, sat down with Miami Today Newspaper to share her views on investments in the current market and delivering a personalized approach to our clients.
Juan Camillo Hernandez and Sebastian Gomez have been recognized as finalists in the Senior Wealth Management category for the 2025 Next Generation Awards by Citywire, celebrating their impact in the wealth management industry.
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