Ing Financial Partners

SFGN Profile: ING Financial Partner Giovanni L. Acevedo

Giovanni Acevedo has worked with finances since he was a high school student in Washington, D.C., where at 16-years-old he began working in a bank. He was with the same bank until he was 20-years-old. Like many local residents it was a vacation to sunny Floridian shores which caused him to relocate. Currently his firm, Ace Advisory, under the umbrella of ING Financial Partners, advises people as to how to best make their money work for them.

“I came to see a cousin in Boca,” said Acevedo from his offices at Wilton Executive Suites. “She had a baby, he’s all grown up now, but I wanted to be part of their lives. So, I started looking for jobs during what was supposed to be a vacation. The day I was scheduled to leave Florida the phone rang, and I wasn’t going back to D.C.”

He began working immediately – ultimately he ended up vice-president at a Wachovia branch for 10 years. In 2000, however, Acevedo left banking to start a private financial investment firm. Currently, he advises and manages investments through partnership with an ING franchise.

“We’re independent but our business is cleared through ING Financial,” said Acevedo, who explained the relationship is beneficial to his business and clients. “All brokers and dealers must report to the Financial Industry Regulatory Authority, or FINRA.”

Through partnership with ING Financial, Acevedo automatically I reports to FINRA.

Acevedo works primarily with retired or soon to be retired people. Through stocks, bonds and annuities Ace Advisory Group is able to develop financial packages for his roughly 400 clients in South Florida. Times are tough, and despite careful management he, like other financial advisers, has told some clients they have to come out of retirement to continue to live in the manner in which they are accustomed.

He is trying to do less day trading, meaning selling stocks which Acevedo points often allows the broker to buy and sell in a manner which might benefit his interests over the client.

“Our business is changing,” he said. “I’m trying to transition to being more of an adviser as opposed to a broker. A broker collects commissions, an adviser charges fees for specific services. I want to provide services to clients that they might need as an adviser, rather than give funds to a broker.”

He feels this transition will allow him to clearly focus on the financial health of his clients, thus allowing him to realize their financial goals. His dealings with finance go beyond merely handling money. Ace Advisory also offers insurance protections, and he has knowledge of real estate and mortgages through owning a company specializing in those areas.

SFGN Profile: ING Financial Partner Giovanni L. Acevedo ...

Giovanni Acevedo has worked with finances since he was a high school student in Washington, D.C., where at 16-years-old he began working in a bank. He was with the same bank until he was 20-years-old. Like many local residents it was a vacation to sunny Floridian shores which caused him to relocate. Currently his firm, Ace Advisory, under the umbrella of ING Financial Partners, advises people as to how to best make their money work for them.

“I came to see a cousin in Boca,” said Acevedo from his offices at Wilton Executive Suites. “She had a baby, he’s all grown up now, but I wanted to be part of their lives. So, I started looking for jobs during what was supposed to be a vacation. The day I was scheduled to leave Florida the phone rang, and I wasn’t going back to D.C.”

He began working immediately – ultimately he ended up vice-president at a Wachovia branch for 10 years. In 2000, however, Acevedo left banking to start a private financial investment firm. Currently, he advises and manages investments through partnership with an ING franchise.

“We’re independent but our business is cleared through ING Financial,” said Acevedo, who explained the relationship is beneficial to his business and clients. “All brokers and dealers must report to the Financial Industry Regulatory Authority, or FINRA.”

Through partnership with ING Financial, Acevedo automatically I reports to FINRA.

Acevedo works primarily with retired or soon to be retired people. Through stocks, bonds and annuities Ace Advisory Group is able to develop financial packages for his roughly 400 clients in South Florida. Times are tough, and despite careful management he, like other financial advisers, has told some clients they have to come out of retirement to continue to live in the manner in which they are accustomed.

He is trying to do less day trading, meaning selling stocks which Acevedo points often allows the broker to buy and sell in a manner which might benefit his interests over the client.

“Our business is changing,” he said. “I’m trying to transition to being more of an adviser as opposed to a broker. A broker collects commissions, an adviser charges fees for specific services. I want to provide services to clients that they might need as an adviser, rather than give funds to a broker.”

He feels this transition will allow him to clearly focus on the financial health of his clients, thus allowing him to realize their financial goals. His dealings with finance go beyond merely handling money. Ace Advisory also offers insurance protections, and he has knowledge of real estate and mortgages through owning a company specializing in those areas.

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