Adriana Puente of BNY Mellon Wealth Management is a member of XPX South Florida.

Adriana Puente

Client Strategist

Miami, Florida

Professional Profile

Call Me When

Call Me When... Your client is preparing for an exit or would like to start the financial planning process or get a second opinion on their current planning.

Contact Method

Adriana.Puente@bnymellon.com

Profession

  • Wealth Planner
  • Professional Certifications

    Certified Wealth Strategistu00ae

    Functional Expertise

  • Estate planning
  • Family business
  • Investments
  • Investor relations
  • Philanthropy
  • Retirement
  • Tax
  • Trusts
  • Exit/Transition Planning
  • Business Focus

    Business owners, serial entreprenuers and successfully families

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    Membership

    South Florida Founders

    Member Since

    New Member

    Sponsorship Type

    Founding Sponsor

    Chapter Leadership Role

    Director

    Why I'm a Member of XPX

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