Jorge Flores

Managing Director, Sr. Wealth Advisor

2023

Providing fee-based advisory services to HNW/ UHNW families, Family Offices, and closely-held businesses.

Managing Partner

2019

Senior Wealth Advisor, Accredited Investment Fiduciary

2019 - 2023

Executive Board Member- Chief Innovation Officer

2019 - 2022

Executive leadership role tasked with overseeing major initiatives and innovations for the Boston Chapter. In addition to overseeing and revamping 5 committees (Entrepreneurship, Technology, Financial Literacy, and Marketing) I had the honor of providing guidance to 5 extremely talented and brilliant LatinX Vice Presidents managing their respective committees, budget management, and content delivery during pandemic disruptions. *This vertical was responsible for the nimble adaptation for content and programming creation before, during and after COVID-19 pandemic disruptions. Community and member engagement was recorded as at an all-time high, as ALPFA Boston was at the forefront of innovation and thought- leadership in the Civic Engagement sector of our economy. The result of these hands-on efforts and effective leadership, ALPFA Boston was once again recognized as The CHAPTER of the YEAR- setting the example across our national organization and chapters throughout the country. During my 4- year tenure I had the privilege to work amongst a network of bright, innovative, and dedicated LatinX leaders, all volunteering their time for a cause that has resulted in civic awareness, advancement and support of the professional LatinX community. It was an honor to serve this organization and support the initiatives of ALFPA.

Board Member- Chief Content Officer

2019 - 2019

Executive leadership role responsible for managing a vertical consisting of 5 distinct committees (Marketing, Coaching & Mentoring (including Alumni Affairs), Technology, and Financial Literacy. Provided mentorship and leadership guidance to the respective Vice Presidents of these committees as well as other committee heads not under my prevue. The result of this years contributions resulted in a recognition by ALPFA National as the RUNNER- UP CHAPTER of the YEAR.

Board Member- VP Coaching & Mentoring

2017 - 2019

Senior role responsible for: the management of 5 key stakeholders associated with CMP, program/ content creation, and the leadership of a 10-person team. In addition to key organizational roles, I also served on several sub-committees as a subject matter expert and participated in the overall chapter strategy for community and member engagement. During my tenure in this role, ALPFA Boston was selected as the Chapter of the Year- a recognition bestowed by the Board of Governors of ALPFA National.

Wealth Advisor

2012 - 2019

Wealth Management, Investment Management, Risk Mitigation, Business Advisory, Executive Compensation, Start-up coaching/ advisory/ mentorship, Financial Planning, Tax Planning, Estate Planning.

FAA Trainee

2012 - 2012

Financial Advisor Trainee Development Program

Commercial Banking | Business Development

2011 - 2012

AVP, Commercial Portfolio Manager

2010 - 2011

AVP, Business Development & Bank Manager

2009 - 2010

Board Member

2009 - 2010

AVP, Commerical Banker

2007 - 2009

Associate Client Manager- Commercial Banking

2006 - 2007

Personal Banker- Retail Banking

2006 - 2006