Senior Vice President, PWMCG
Financial Advisor, RJFS
Luciana Cruz is a Financial Advisor at Private Wealth Management of Coral Gables, where she has built a career around one simple commitment: making sure her clients feel secure, informed, and genuinely taken care of. With nearly three decades of experience in the financial services industry, she brings a depth of knowledge and a personal warmth that keeps clients coming back, and referring the people they love most.
Luciana's journey in finance started right out of college, where an internship introduced her to the industry and set her on a path she has never looked back on. A pivotal chapter came during her time as a Financial Advisor at HSBC, where she had the opportunity to work extensively with clients in Brazil, traveling internationally to meet people where they were and build relationships across borders. That experience shaped not only her professional expertise but her whole approach to the work: personal, present, and rooted in trust.
Today, Luciana holds a full suite of industry licenses including Series 7, 66, 9, and 10, along with her Florida Life, Health and Variable Annuity license. She specializes in working with offshore clients, in their majority Brazilian, managing their portfolios with a steady hand and staying closely in touch to navigate whatever the market throws their way. Her clients know they can reach her when it matters. She is known for being genuinely available, not just in theory.
What motivates Luciana goes beyond the numbers. She cares deeply about the long game: making sure families are financially protected, their legacies are preserved, and the next generation has something to build on. It is the kind of work that means something, and she takes that seriously.
When she is not working, Luciana is happiest traveling, spending time with her kids, and gathering with family and friends. That same love for people and connection is what makes her so good at what she does.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Private Wealth Management of Coral Gables is separately owned and operated and not independently registered as a broker-dealer or investment adviser.