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Phone: 786-646-2081
Email: JMorasso@Amerantinvestments.com
Licenses/Certifications: FINRA Series 7, 63, 65, and 66
Jorge brings over 28 years of experience in wealth management, serving high-net-worth and ultra-high-net-worth individuals and families. He holds an MBA from the University of Michigan and has built a distinguished career advising clients on complex financial strategies, investment management, and wealth preservation.
At Amerant Investments, Jorge works closely with clients to develop customized wealth management solutions aligned with their long-term financial goals. Drawing on extensive experience gained at leading financial institutions, he provides personalized guidance designed to help clients navigate evolving market conditions and preserve generational wealth.
Originally from Caracas, Venezuela, Jorge immigrated to the United States in 1996 to pursue graduate studies. Outside of his professional role, he enjoys skiing, dancing, tennis, and biking.
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