Ureña Wealth Management Group

Miami, FL

imageHuston Lorenzo Private Wealth AdvisorHuston is Private Wealth Advisor at Snowden Lane Partners with the Ureña Wealth Management Group, supporting the team’s mission to manage, preserve and transition clients’ wealth. With 10 years of professional experience, Huston brings a unique skill set and breadth of knowledge to serving his clients. Prior to joining the financial services industry he worked in corporate finance at Bacardi USA. He subsequently joined Fidelity Investments as a Financial Representative, growing internally into a Relationship Manager. Most recently Huston served as Vice President at Axio Financial, where he customized structured product solutions to enhance client portfolios. Huston earned a Bachelor’s degree in Economics from Penn State University, where he played baseball. He also holds his series 7, 66, 9 and 10 licenses. Huston is fluent in Spanish. In his spare time, Huston spends quality time with his wife, Cassie, son Greyson, and two dogs. He enjoys boating and sports, particularly golf and baseball.