Cesar Perez

Senior Operations Manager, Assistant Vice President

Office

Phone: 305-472-4720 | Fax: 561-472-0965

Email

[email protected]

Address

3350 Virginia Street, Suite 245
Coconut Grove, FL 33133

In 2016, Cesar began working with Alex and Abby Vicencio at Wells Fargo Advisors. In 2022, Cesar transitioned with the Vicencio Group as a Senior Operations Manager-Assistant Vice President to Wells Fargo Advisors Financial Network. His focus is on servicing the Operational, Compliance and Administrative aspects of the Vicencio Group.

Providing top notch service to efficiently and effectively assist clients while fulfilling institutional requirements is Cesar’s goal with every interaction. His capacity to simultaneously manage multiple needs in a timely manner, organize varied data and provide appropriate documentation shapes his ability to understand and respond to client needs. Cesar’s professional background in compliance, coupled with a focus on service, provides the foundation for his role within the team.

Cesar has more than a decade of experience working within the financial industry, having joined Wachovia, a Wells Fargo & Company in 2011. Cesar is involved in the local community through the Miami Chapter of The University of Miami’s ‘Canes Community.

Cesar earned a Bachelor of Science degree in Supervision and Management from Broward College (Ft. Lauderdale, FL).

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, FL, IL, MI, NJ, NY, OH, PA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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