Socia Fundadora

Zoraida Díaz

“Hacemos
lo que amamos,
con sencillez
y honestidad”.

Zoraida Díaz tiene más de 30 años de experiencia en la industria de servicios financieros. Radicada en Miami, se especializa en brindar administración patrimonial integral para individuos y familias estadounidenses y sudamericanas de recursos significativos, siendo la mayoría de sus clientes mexicanos y venezolanos.

Zoraida ofrece una gestión de inversiones totalmente transparente y disciplinada, así como relaciones duraderas basadas en la integridad y un servicio al cliente personalizado de alto nivel. Mantiene sus registros y licencias Series 6, 7, 63, 65 de renta vitalicia y variable.

Zoraida comprende las necesidades específicas de sus clientes y utiliza un enfoque de inversión que abarca una visión macro de los mercados junto con una filosofía de asesoría para toda la vida. Está disponible para sus clientes las 24 horas del día, los 7 días de la semana y siempre tiene en mente los mejores intereses de sus clientes.

DM Wealth Management Group is the “doing business as entity” through which Cristina Mendez, Zoraida Diaz, and Debra Tyler, investment professionals (“IP”) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”) conducts securities and advisory activities DM Wealth Management Group is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Insigneo Financial Group, LLC comprises a number of operating businesses engaged in the offering of brokerage and advisory products and services in various jurisdictions. Brokerage products and services are offered through Insigneo Securities, LLC, a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”) and member of FINRA and SIPC. Investment advisory products and services are offered through Insigneo Advisory Services, LLC, an investment adviser registered with the SEC. Insigneo has affiliated companies in different locations, so it is important to understand which entity you are conducting business with. Please visit "https://insigneo.com/legalentities" for more information about the differences between these companies, their locations, and what that means for you.

Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Please consult your Investment Professional for any recommendation regarding your specific financial situation.

Click on the following links to view ISEC Reg BI Client Relationship Summary (“Form CRS”) and IAS Form ADV Part 3 CRS.