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Sebastian F. Banchs, AIF®
Investment Advisor Representative

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Specialties

Financial Strategies
Investments
Life/Disability Insurance
Long Term Care
Education Funding Strategies (529)
Estate Conservation
Charitable Giving
Public Employee & DROP Services
Small Business Financial Strategies

Qualifications

BS - Boston University
(Double major in Economics &
International Relations)
Securities Registered 7, 66, 63
2-15 Florida Insurance Licensed
Life, Health & Variable Annuity
Insurance License #D085478
Fluent in Spanish and English

Personal

Member NAIFA (Miami)
Multiyear Qualifier
Million Dollar Round Table*
John Hancock Hall of Fame**
Hobbies:
Fitness, Tennis, Cooking
Miami resident
Married to Lauren
daughter (Juliette)


*Qualifying membership in the Million Dollar Round Table (MDRT) is based on minimum sales production requirements and gross business generated within a year. 

**The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies.  To be included in the HOF, inductees need to qualify for the ACE award 15 times.  The ACE award was granted by Signator Investors, Inc. to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products.  No other factors are considered.  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

 

Financial PracticeIntroduction Brochure

Financial PracticeIntroduction Brochure

Download our brochure to see our wide range of capabilities.

Coconut Grove Office

2937 SW 27th Avenue
Suite 106 
Coconut Grove, FL 33133

Phone: 305-579-4012Fax: 866-374-1995
Mobile: 305-610-9045

Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment