Founding Partner - Managing Director
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“ We keep it simple,
we keep it real,
and we do
what we love.”
Zoraida Diaz has over 30 years of experience in the financial service industry. Based in Miami, she specializes in providing holistic wealth management for US and South American individuals and families of significant means, with a concentration on Mexican and Venezuelan clients.
Zoraida provides fully transparent and disciplined investment management, as well as lasting relationships based on integrity and personalized superior client service. She maintains her series 6, 7, 63, 65, Life and Variable Annuity licenses and registrations.
Zoraida understands the specific needs of her clients and utilizes an approach to investing that embraces a macro view of the markets in conjunction with an advice-for-life philosophy. She makes herself available to her clients 24/7 and always keeps her clients’ best interests top of mind.
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.
The following content is provided by Insigneo, the firm through which DM Wealth Management’s investment professionals offer brokerage and advisory services. Visit insigneo.com to learn more.