Pilar is a results oriented former financial executive with extensive success in wealth management, brokerage and banking. With over twenty years of experience it the different areas of the financial services industry, Pilar brings a comprehensive approach to helping clients and families in the journey to achieve their financial goals.  Using a goals based wealth management methodology, she is able to create a plan, set it in motion and guide her clients through every step of the way. 
 
Pilar started her career at Charles Schwab where she began as a temporary employee and ultimately held multiple sales and managerial positions, both in the international and domestic markets.  She has had the fortune of serving in different sales and leadership roles at Bank of America, Merrill, and HSBC as well. This experience gives her a unique ability to see the big picture while recognizing the need to pay attention to the details in strategy, client experience and execution.
 
Pilar’s focus on the team is to deepen client relationships and assure an exceptional client experience.  She also leads business development initiatives with an emphasis on educating and guiding women through the wealth management process, an area she holds close to her heart.
 
Originally from Colombia, Pilar has lived in Canada, Venezuela and Puerto Rico.  She has a Finance and International Relations degree from Universidad Externado de Colombia and an MBA with an International Business emphasis from the University of Miami.  She holds her Series 7, 9-10, 24, 63 and 66  FINRA registrations and Life-Variable Life/ Health Insurance licenses.
 
Pilar now calls Miami home where she lives with her husband Juan Pablo as "empty nesters." Her two sons Daniel and Felipe are young adults living independently.  She enjoys running, swimming, cycling and on the weekends barbecuing and trying new recipes to share with family and friends.