Senior Vice President, Private Client Wealth Management
“My practice is client driven, with an emphasis on long-term relationships. Clients appreciate my first-class, one-on-one service.”
Enrique’s financial services career began at a very early age; while still in high school, he was making cold calls for a brokerage house during summer vacations. That experience taught him the importance of getting out and meeting people one-on-one. Today, Enrique considers his ability to build long-lasting relationships that go beyond business to be the most satisfying aspect of his 21-year career.
Enrique has worked at Dean Witter Reynolds, Barnett Securities, Santander Securities, and BBVA Securities. In 2007, he was recognized as Santander Financial Consultant of the Year.
Enrique helps clients create customized portfolios with an eye to the future, so they can accumulate income to meet their goals. He advises clients to “ stick to your original investment plan. Be consistent, but when necessary, adjust.” Enrique particularly appreciates the efficient access to information and decision-making he gets with Sims. “If a client wants a particular bond issue, I have access to colleagues and research tools that allow me to respond quickly, so my client can make a timely decision.”