- Experience: Years
- Email: ol**@pr************.com
Tulio Ribeiro is a Financial Advisor at Proxy Financial. In this role he is responsible to asses the financial needs of individuals and help with decisions on investments, tax strategies, financial planning. Tulio also helps clients plan for short and long term goals, such as saving for retirement or a financial pursuit. Tulio is a financial professional with over a decade of finance experience. He started his career in banking holding various roles at Wells Fargo from Branch Manager to AVP of Premier Banking. In these roles Tulio was responsible to oversee financial reporting, hire and train staff, and grow branch revenue. As a Premier Banker Tulio was responsible for servicing and building relationships with affluent customers, working proactively to engage customers to understand what is most important to them and help with their complex needs. Tulio brings an extensive background in managing client relationships and helping clients achieve their financial goals
Tulio has a Bachelor’s Degree in Business Administration and Management from Anhanguera Educacional and holds his series 6, 63, 65, and 7 licenses as well as his Life and Health Insurance Licenses from the State of Florida.
Tulio is married with 1 daughter, enjoys playing soccer, watching movies, and spending time with his family. He currently resides in Miami Florida.