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Liliana DeLara
Investment Adviser Representative
OFFICE: 321.939.4157

MOBILE: 321.939.4157


SERVICE AREA:
Central and South Florida
OFFICE LOCATION
5401 S Kirkman Rd, Ste 310 Orlando, FL 32819

7700 North Kendall Dr, Ste 607 Miami, FL 33156


HOURS
Monday through Friday: 9:00 AM to 5:00 PM
Evenings and Saturdays: by appointments only.
CONNECT WITH ME:
Welcome

I help savvy professional women recover financially after losing a spouse to death or divorce.

Areas of Focus
  • Retirement planning
  • Wealth management
  • Social security optimization
  • Tax planning
  • Legacy planning
Interests & Community Participation
  • Supreme Scholars Foundation
Experience
  • Royal Fund Management (2013-Present) Investment Adviser Representative
  • MetLife Resources (2005-2013) Financial Advisor Rep.
  • ICMA Retirement Corporation (2001-2005) Retirement Plans Specialist
  • Morgan Stanley (1999-2001) Financial Advisor
  • Primerica Financial Services (1992-1997) Sales Rep. to Regional Manager
Education

Bachelor of Arts in Psychology from Florida International University, Cum Laude.

 

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