HEVIA WEALTH MANAGEMENT AND GRADIENT ADVISORS - Key Persons
Barbara has lived most of her life in Miami and has recently moved to Wesley Chapel. For more than 28 years she has enjoyed an extensive career in the financial services industry, additionally she is a Florida Notary Public. Her day-to-day focus is on the marketing and operations. She is kind, respectful and her passion is to give clients and prospects an experience that goes beyond the traditional financial services experience. Barbara resides in Wesley Chapel with Benny, their son Daniel, and two spoiled and beloved pups. In her free time, Barbara enjoys traveling with the family, gardening, and puzzles.
Job Titles:
- Founder
- Investment Advisor
- President
"To effectively communicate, we must realize that we are all different in the way we perceive the world and use this understanding as a guide to our communication with others." - Tony Robbins
Benny is an Investment Advisor Representative with Gradient Advisors LLC, who that has earned the certification of Retirement Income Certified Professional, RICP®from the American College of Financial Services and, since 2017, an arbitrator for FINRA, the Financial Industry Regulatory Authority. Originally from Miami, Benny recently moved to Wesley Chapel. He has worked in the financial services Industry along with his wife, Barbara. They created Hevia Wealth Management with a desire to help individuals and business owners with their retirement, financial plans, business planning as well as succession and legacy planning. Benny resides in Wesley Chapel with his wife of 40 years, Barbara, their son Daniel, and two spoiled and beloved pups. Away from the office, he enjoys spending time with his family cooking, traveling, and camping. Benny is also a huge fan of the Miami Heat Basketball since their opening season in 1988.
Job Titles:
- Portfolio Manager of Gradient Investments, LLC
- Senior Portfolio Manager for Gradient Investments
Mr. Bryan is a Senior Portfolio Manager for Gradient Investments. He has been with Gradient Investments since 2016 and has over 15 years of total investment management experience. Mr. Bryan's job history includes equity research and portfolio management roles for institutional asset managers in Minneapolis and New York. He has been a frequent contributor to media outlets including CNBC, Fox Business, Reuters, and The Wall Street Journal. Mr. Bryan graduated with a bachelor's degree from St. Cloud State University, earned an MBA from the University of St. Thomas, and is a CFA® charterholder.
Job Titles:
- Portfolio Manager for Gradient Investments
- Portfolio Manager of Gradient Investments, LLC
Ms. Montagne is a Portfolio Manager for Gradient Investments. She has been with Gradient Investments since 2014 and has more than 25 years of total investment management experience. Ms. Montagne's prior roles include equity analysis for institutional fund managers as well as a senior investment analyst position for a $500M registered investment advisor. She is a frequent contributor to media outlets, including CNBC, Fox Business, Bloomberg, and Barron's. Ms. Montagne graduated with a bachelor's degree from the University of Detroit and is a CFA® charterholder.
Job Titles:
- President of Gradient Investments, LLC
Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger's prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor's degree from the University of Minnesota and is a CFA® charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron's, and The Wall Street Journal.