Paul C. Tanner has opened Las Olas Capital Advisors, a registered investment advisor (RIA) committed to helping entrepreneurs and ultra-high-net-worth families meet long-term financial goals, as of Monday, the company announced today from Fort Lauderdale.
“As experienced financial professionals who assist with a variety of wealth and business decisions, we are uniquely positioned to provide both wealth management and merchant banking services to entrepreneurs and their families," said Tanner, formerly of UBS, who brings over 30 years of experience in financial services.
Las Olas is collaborating with TruClarity, a new brand that is courting the multitude of industry professionals seeking independence and whose core business model provides a turnkey business incubator for employee advisors wishing to own businesses.
“Many of our clients are established or millennial entrepreneurs seeking to further grow their companies and transition them to new owners or the next generation," Tanner said. "As business owners ourselves who are entering the next stage of our development, our goals and concerns are strongly aligned with those of our clients."
The Las Olas Capital Advisors team includes Merissa Ann Davis, who leads trading and administrative services; Samantha A. Sullivan, who is responsible for portfolio analytics and research; and Melissa Stephenson, who is in charge of digital media marketing and assists with administrative services.
The company offers both wealth management and merchant banking services.
“We look forward to working with multiple generations of clients in the robust South Florida, Tampa Bay and Central Florida marketplaces, and beyond," Tanner said.