Experienced Bond Professionals

Las Olas Wealth Management is dedicated to helping high net-worth individuals access the relative stability, and tax advantaged income that municipal bonds can provide. We apply our years of market experience and custom strategies to build unique portfolios aimed at meeting each client’s needs.

Strategies

Barbell

The Barbell portfolio is a great way to balance flexibility and performance. It is especially effective when applied to tax-advantaged municipal bonds.
Read More

Kicker Bonds

Las Olas Wealth Management utilizes kicker bonds to help reduce a client’s interest rate risk exposure. We purchase bonds with a short first call date, at a yield to call where, if the bonds remain outstanding, the yield kicks up to a greater yield to maturity. Read More

Bond Ladder

Building a Laddered municipal bond portfolio allows us reduces interest rate risk, credit risk and create a predictable stream of tax-advantaged income.
Read More

Our Team

Sean Vesey
Municipal Bond Asset Manager
Sean Vesey started his career in fixed income in the fall of 2006 after graduating from Rowan University. Beginning his career at a large regional bank, Sean Vesey took on responsibilities in all areas, from client services and the back office, then quickly moving on to sales and trading. As an experienced municipal bond trader Mr. Vesey uses his deep knowledge of municipal market, and his years of hard earned market experience to find unique investment opportunities. Sean Vesey holds his Series 7, 24, 53, and 66 licenses.

Check the background of this investment professional on FINRA’s BrokerCheck.

Dean Myerow
Municipal Bond Asset Manager
Dean Myerow is a municipal bond market asset manager and along with partner, Sean Vesey the team structures institutional and high net worth investor portfolios at Las Olas Wealth Management of NatAlliance Securities LLC.

For 20 years Dean Myerow has been a professional in the field of municipal bonds. He has earned degrees from the University of Massachusetts School of Business and the University of Miami School of Law.

Check the background of this investment professional on FINRA’s BrokerCheck.

Recent Posts



Recent Tweets


Contact Us