José Llanio
Fiduciary Wealth Advisor | Truly Personalized Portfolio Management | Bilingual
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Serving Clients Nationwide
Fiduciary Wealth Advisor | Truly Personalized Portfolio Management | Bilingual
Areas of Focus
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- International and Cross-border Planning
- Investment Management
- Retirement Planning
- Taxes
- Women & Wealth
About José Llanio
Hi, I'm Jose Luis Llanio Reyes, a Miami-based Senior Wealth Advisor at Gamma Asset Management.I help individuals, families, and business owners navigate the complexities of wealth management with clarity and confidence. My expertise includes:
▪️ Helping Athletes that are ready to level up their investments and work on a personalized strategy
▪️ Equity compensation strategies (RSUs, ISOs, ESPPs) for executives and entrepreneurs
▪️ Allowing content creators to maximize their time spent on actually making content
▪️ Comprehensive, fiduciary-driven financial planning in English and/or Spanish
▪️ Estate planning and legacy strategies tailored to for generational success
▪️ Cross-border planning for clients with ties to Latin America and beyond
At Gamma, I focus on clear communication, consistent follow-through, and long-term client relationships. I serve clients in English and Spanish.
My mission is simple: to build lasting relationships based on trust, confidentiality, and results guiding clients through every stage of their financial journey.
Proverbs 21:5
“The plans of the diligent lead surely to abundance”
Education, Experience & Credentials
I earned a Bachelor of Science in Economics with a minor in Business from Florida State University, then began my career at Charles Schwab before moving to Morgan Stanley, advising families and professionals across market cycles. I also co-founded and operated a private business, giving me a practical owner’s perspective.
I hold the FINRA Series 7 and Series 66 licenses, have passed CFA Program Levels I and II.
Affiliations
- CFA Institute
Primary Location
1395 Brickell Ave, Suite 630, Miami, USA, FL 33131
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Whether you are ready to begin or have questions regarding the scope of our services, please give me a call, send an email using the 'Contact Me' button or click the 'Book Intro Call' button to get in touch. I look forward to speaking with you.Offers Investment Management
Yes
About Gamma Asset Management
At Gamma Asset Management, we serve individuals, families, and institutions who are seeking a unique solution to preserve, grow and protect their wealth through comprehensive financial oversight and guidance.As a firm, we strongly believe in building relationships with both you and your family in order to address your financial needs and the goals you have for your future. Through trust, confidentiality and a fully integrated approach to wealth management, our team looks forward to guiding you through the complexities of your financial picture.
Our goal is to enhance your long-term financial well-being so you can enjoy what matters most to you.
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Gamma Asset Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Additional information is available at the SEC’s website.
Investment products and services are made available through either wholly own subsidiaries: Gamma Asset Management, LLC (GAM), an investment advisor firm registered with the SEC; or Gamma Securities LLC (GS), a FINRA registered introducing broker-dealer and SIPC member. Investment accounts are carried by Pershing LLC, a member of FINRA, NYSE, SIPC and registered with the SEC.
GS and GAM are affiliated companies under common control of Gamma International Bank, Inc.
Education
Bachelor of Science in Economics with a minor in Business from Florida State University
Hobbies and Interests
- Exercising
- Family
- Golf
- Rock Climbing
- Swimming
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Content Creators
- Corporate Executives
- Dual Income Family
- Engineers
- Entrepreneurs
- Gen X
- Gen Y / Millennials
- Gen Z
- Healthcare Professionals
- Hispanic | Latino
- Intergenerational Families
- Physicians
- Private Foundations & Organizations
- Professional Athletes
- Real Estate Agents
- Real Estate Investors
- Sales Professionals
- Startup Employees
- Technology Professionals
- Women Professionals
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