Sergio Guerrero

Senior Vice President, Head of Wealth Management Operations and FINOP

Phone: (305) 629-5881

Email: sguerrero@amerantinvestments.com

Licenses/Certifications: FINRA Series 7, 24, and 27

Experience

Sergio has 18 years of experience in the financial industry and 16 years with Amerant Investments. Responsible for the firm’s trading & supervision, financial operations, and middle & back-office functions. Leads the optimization of operational processes while ensuring regulatory compliance. Experience in leveraging data-driven strategies to drive efficiency, enhance client satisfaction, and deliver measurable results. Brings leadership and strategic vision with hands-on expertise, making him a trusted partner in achieving organizational excellence. He graduated with an MBA from Florida International University College of Business and is a certified Six Sigma Green Belt who also has his Series 7, 24, and 27 licenses.