Independent financial advisors - in Miami

Anita J Patel started her career in financial services working with institutional clients in 1994, after earning a Bachelors in Economics from The Wharton School at the University of Pennsylvania. In 1998, she received the professional designation of CFA (Chartered Financial Analyst).

She spent the first part of her career helping large corporations and institutions make their big money decisions. Initially, she worked in corporate pension consulting at SEI, then at Clay Finlay, a global equity boutique in New York, where she worked in client services, performance measurement and as a securities analyst researching Emerging Markets stocks.  Subsequently, she did project work for a major investment bank and worked a spell at a broker dealer providing high end trading software to hedge fund traders.

In 2004, she took time off to help her mother deal with family matters after her father's untimely death.  It was then that she saw firsthand how suddenly financial situations can change and how women often bear the brunt of it.

This was a turning point, and in 2005 Anita's career moved from Wall Street to Main Street. She now works with women over 50 to understand their options, so they can feel secure that they are making smart money decisions to protect themselves and their independence as they grow older and life happens.

After spending almost a decade working with institutional clients, she is now happy to be working and building relationships with individuals and small business owners as an Investment Adviser Representative with Cambridge Investment Research Advisors.  She currently resides in Brickell (Miami, FL).