Path Financial Expands Investment Advisor Team

Business

Sarasota-based investment advisory firm Path Financial, founded by President and Chief Investment Officer Raul Elizalde, has named Oxana Saunders as vice president. Saunders will focus on business development, client relations and portfolio management. She holds a NASAA Series 66 Investment Advisor Representative license and joined Path in early January 2017. Together, the two senior executives provide clients with 47 years of investment expertise honed during their respective careers on Wall Street. Saunders will work with new clients to provide investment advice based on their life goals and personal circumstances. She is available to speak to individuals and organizations on a variety of investment-related topics, including helping clients better understand family investments and how individuals can protect assets in times of life transition. A graduate of Baruch College with a degree in Finance and Investments, Saunders enjoyed a successful career on Wall Street prior to relocating to Sarasota in 2016.

Path Financial

« View The Wednesday Feb 22, 2017 SRQ Daily Edition
« Back To SRQ Daily Archive

Read More

S-One Celebrates 30 Years of Making Waves

S-One Celebrates 30 Years of Making Waves

Nov 11, 2024

Pura Vida Miami Expands to Florida's West Coast with First Location in Sarasota

Pura Vida Miami Expands to Florida's West Coast with First Location in Sarasota

Oct 14, 2024

Your Partner in Financial Peace of Mind

Your Partner in Financial Peace of Mind

Oct 11, 2024

Building a Business Both Over and Under Water

Building a Business Both Over and Under Water

Solymar Estrella | Oct 7, 2024