NM - Aventura

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What an incredible opportunity to connect, inspire, and empower one another while making a lasting impact on women in th...
08/28/2026

What an incredible opportunity to connect, inspire, and empower one another while making a lasting impact on women in the financial industry. Our 3rd Annual Women’s Summit was filled with meaningful conversations, shared experiences, and reminders of the strength that comes from supporting one another.

We are especially grateful to have had Joanna Marker and Peggy McCarther Havenar from the Home Office join us. Their leadership, insight, and guidance inspire us to continue growing, leading, and making our own mark in this career. We are so fortunate to learn from women who continue to pave the way for others.

A special thank you to Managing Partner Kevin Lawhon and our Managing Directors for recognizing the importance of creating opportunities for teammates to connect, not only as professionals, but as people. Events like this, and especially opportunities designed specifically for women, create space for connection, mentorship, encouragement, and community. Having a leadership team that supports and invests in these experiences makes our agency stronger and is a true reflection of the culture we strive to build every day. It’s no surprise that we’ve been voted a Top Workplace for another year!

And, of course, we added a little fun to the day! Each woman had the opportunity to choose a permanent bracelet with Jill from Permalinked by Jillian, selecting a style that reflected her own personality. A lasting reminder of a meaningful day and the connections we continue to build.

Here’s to strong women, meaningful connections, and leaving a lasting impact, together.

Please join us in welcoming Sean Wendell as the newest Financial Representative in our Aventura office!With a passion fo...
08/26/2026

Please join us in welcoming Sean Wendell as the newest Financial Representative in our Aventura office!

With a passion for serving others and a strong belief in trust, transparency, and meaningful relationships, a career in financial planning is a natural fit for Sean. With a background in finance and a commitment to continuous growth, he is dedicated to helping his clients pursue financial freedom and build lasting peace of mind.

We’re excited to have Sean on the team and look forward to seeing the positive impact he’ll make with our clients and community. Welcome, Sean!

Welcome to the team, Alfonso Jalil Puig!Originally from Guayaquil, Ecuador, and a former college baseball player, Alfons...
08/25/2026

Welcome to the team, Alfonso Jalil Puig!

Originally from Guayaquil, Ecuador, and a former college baseball player, Alfonso brings with him the discipline, teamwork, and perseverance that have shaped his journey both on and off the field.

His genuine love for meeting new people and building meaningful, long-term relationships, combined with his skills and drive, make him a natural fit for a career in financial planning.

We’re excited to welcome Alfonso as a new Financial Representative in our Aventura office and can’t wait to see the impact he’ll make on the clients, families, and community around him. Welcome, Alfonso!

Great leadership I'm proud to stand with. Our Chairman, President and CEO, Tim Gerend, has been recognized on Glassdoor’...
08/24/2026

Great leadership I'm proud to stand with. Our Chairman, President and CEO, Tim Gerend, has been recognized on Glassdoor’s 2026 Best CEOs list. It’s a reflection of the people and culture that makes us who we are. Congratulations, Tim. Well-deserved.

TSFG proudly celebrated our Summer Top 5 Interns with a wonderful dinner. Congratulations to our five winners whose hard...
08/20/2026

TSFG proudly celebrated our Summer Top 5 Interns with a wonderful dinner. Congratulations to our five winners whose hard work and impact stood out this summer — Ochoa (Miami), #2 Sarah DeSousa (Aventura), #3 Iggy Dcosta (Naples), #4 Vincent Layne (Fort Lauderdale), #5 Natalie McKenna (Naples).

08/20/2026

Northwestern Mutual’s Personal Prosperity Index shows prosperity is personal and bigger than money. It also found that people with professional financial guidance report a greater sense of wellbeing. My team and I can help uncover blind spots and build a plan for a future you can feel good about.

Managing Director Brian Reas and his family spent an unforgettable evening volunteering with Branches, an organization d...
08/19/2026

Managing Director Brian Reas and his family spent an unforgettable evening volunteering with Branches, an organization dedicated to empowering families to build educational and financial assets, strengthen their communities, and create hope.

Hosted at the University of Miami, the Back-to-School event brought volunteers together to fill more than 550 backpacks with brand-new school supplies for Branches students.

It was an incredible evening filled with generosity, connection, and a shared commitment to helping students start the school year prepared for success. We’re honored to have had the opportunity to represent The South Florida Group and be part of such a meaningful initiative in our community.

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not c...
08/18/2026

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions. http://spr.ly/6186B1wDCs

At The South Florida Group, we believe that investing in professional development is key to building a successful busine...
08/17/2026

At The South Florida Group, we believe that investing in professional development is key to building a successful business. We continue to connect with Managing Partners across the country to gain valuable insights—and we were thrilled to welcome back Keith Wagner for another impactful session. His guidance and support for our interns and advisors in their first five years continues to be an incredible asset to our growth.

Celebrating 15 incredible years of dedication and impact—congrats to Morris Esquenazi on his work anniversary! As a comm...
08/17/2026

Celebrating 15 incredible years of dedication and impact—congrats to Morris Esquenazi on his work anniversary!

As a committed advisor, Morris continues to guide friends and families toward financial security while generously mentoring the next generation of advisors. His knowledge, welcoming personality, and passion for helping others make him an invaluable member of The South Florida Group. Here’s to 15 years of excellence and many more ahead!

Address

19950 W Country Club Drive Suite 802
Aventura, FL
33180

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+19547359000

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