STOCK TITAN

Notifications

Limited Time Offer! Get Platinum at the Gold price until January 31, 2026!

Sign up now and unlock all premium features at an incredible discount.

Read more on the Pricing page

Andres Rodriguez Joins Fiduciary Trust International’s Coral Gables Office as Wealth Director

Rhea-AI Impact
(Low)
Rhea-AI Sentiment
(Neutral)
Tags

Key Terms

credit facilities financial
Credit facilities are arrangements with banks or lenders that let a company borrow money up to an agreed limit when it needs cash, similar to a business credit card or a home line of credit. They matter to investors because they show how a company manages short‑ and medium‑term financing needs, affect liquidity and debt levels, and can influence costs and risks if borrowing terms change or covenants are breached.
regulatory compliance regulatory
Regulatory compliance is the process of ensuring that a company follows all applicable laws, rules, and standards set by government authorities or industry bodies. It is important to investors because it helps prevent legal penalties, financial losses, and reputational damage, contributing to the overall stability and trustworthiness of a business. Think of it as following the rules of a game to play fairly and avoid penalties.
series 7 financial
A Series 7 is a regulatory exam and license required for financial professionals who sell a broad range of investment products, such as stocks, bonds and options. For investors it matters because it signals that the person advising or handling trades has passed standardized testing and meets industry rules—think of it like a driver's license that shows someone is qualified to operate across many types of investment transactions, improving trust and accountability.
series 7 and 66 licenses financial
Series 7 and Series 66 licenses are professional certifications that allow a person to sell a wide range of investments and to give state-level investment advice; they are earned by passing regulated exams and meeting registration requirements. For investors, these licenses are like a driver’s license and a navigation endorsement: they signal that a broker or advisor has basic, supervised qualifications to execute trades and provide investment guidance, helping assess trust and accountability.

Experienced Private Banker Specializes in Delivering Tailored Financial Plans & Solutions to UHNW Clients in the U.S., Latin America

NEW YORK--(BUSINESS WIRE)-- Fiduciary Trust International, a global wealth manager and wholly owned subsidiary of Franklin Templeton, announces that Andres Rodriguez has joined as a wealth director based in its office in Coral Gables, FL.

“Andres has an impressive track record of delivering customized financial solutions for ultra-high-net-worth clients, in the US and Latin American markets, while growing assets under management and leading high-performance teams,” said Michael Cabanas, Fiduciary Trust International’s regional managing director for Coral Gables. “His expertise across investment strategies, estate planning, credit facilities, and regulatory compliance will help us provide financial peace of mind to more families in South Florida who have business interests and other assets in Latin America.”

Mr. Rodriguez was previously a private banker and executive director at Banco Santander Private Bank in Miami, FL, where he developed and implemented customized wealth management strategies, including investment advisory, lending, and estate planning solutions. He also worked for nearly 20 years at Citi Private Bank Latam in Miami, most recently as a private banker and director leading regional client acquisition efforts. Mr. Rodriguez began his career in wealth management at Ameriprise Financial Advisors in Miami.

“Ultra-high-net-worth families with connections to the expansive Latin American market have unique needs for preserving and growing wealth, while remaining in compliance with regulations in multiple jurisdictions,” said Mr. Rodriguez. “The Fiduciary Trust International platform offers access to tailored financial strategies and products that can enable clients and their families to achieve their goals.”

Mr. Rodriguez is fluent in English and Spanish, and holds Series 7 and 66 licenses. He received his master of business administration from Florida International University, and graduated from the University of Phoenix with a bachelor of science in business finance.

About Fiduciary Trust International

Fiduciary Trust International, a global wealth management firm headquartered in New York, NY, has served individuals, families, endowments and foundations since 1931. With over $112 billion in assets under management and administration as of September 30, 2025, the firm specializes in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. The New York-based firm and its subsidiaries maintain offices in Coral Gables, FL, Boca Raton, FL, Fort Lauderdale, FL, West Palm Beach, FL, St. Petersburg, FL, Radnor, PA, Lincoln, MA, Los Angeles, CA, San Mateo, CA, Washington, DC, Wilmington, DE, Reston, VA, and Atlanta, GA. For more information, please visit fiduciarytrust.com, and for the latest updates, follow Fiduciary Trust International on LinkedIn and X: @FiduciaryTrust.

About Franklin Templeton

Franklin Resources, Inc. (NYSE: BEN) is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in equity, fixed income, alternatives and multi-asset solutions. With more than 1,600 investment professionals, and offices in major financial markets around the world, the company has over 75 years of investment experience and $1.69 trillion in assets under management as of October 31, 2025. For more information, please visit franklintempleton.com and follow us on LinkedIn, X and Facebook.

Copyright © 2025 Fiduciary Trust International. All rights reserved.

Rebecca Radosevich: 212-632-3207

rebecca.radosevich@franklintempleton.com

Source: Fiduciary Trust International

Franklin Resources Inc

NYSE:BEN

BEN Rankings

BEN Latest News

BEN Latest SEC Filings

BEN Stock Data

12.22B
268.80M
48.3%
47.66%
3.41%
Asset Management
Investment Advice
Link
United States
SAN MATEO