Path Financial Expands Investment Advisor Team

Oxana Saunders Vice President Path FinancialSarasota-based investment advisory firm Path Financial, founded by president and chief investment officer Raul Elizalde, has named Oxana Saunders as vice president. Ms. Saunders will focus on business development, client relations, and portfolio management; she holds a NASAA Series 66 Investment Advisor Representative license and joined Path in early January 2017. Together, the two senior executives provide clients with 47 years of investment expertise honed during their respective careers on Wall Street.

Ms. Saunders will work with new clients to provide investment advice based on their life goals and personal circumstances. She is available to speak to individuals and organizations on a variety of investment-related topics, including helping clients better understand family investments, and how individuals can protect assets in times of life transition. Initial consultations are complimentary; Oxana Saunders may be reached at 941.894.2571, and oxana@pathfinancial.net.

A graduate of Baruch College with a degree in Finance and Investments, Ms. Saunders enjoyed a successful career on Wall Street prior to relocating to Sarasota in 2016. She began her investment banking career at Lehman Brothers (later Barclays Capital), where she rose to the position of Senior Vice President and was responsible for distributing a full line of products to U.S. institutional investors. She was instrumental in propelling the bank to the top of industry surveys, and was later was hired by Deutsche Bank to expand its client base. Her clients included first-tier financial institutions such as Alliance Bernstein, Oppenheimer Funds, and T Rowe Price.

“Ms. Saunders is a consummate professional with tremendous experience and intimate knowledge of financial markets,” stated Mr. Elizalde. “Throughout her career, she has made it a priority to help her clients and put their interests first. I am delighted she has joined Path Financial.”

Path Financial is a Florida-registered investment firm, partnered with preferred account custodians such as Charles Schwab & Company and TD Ameritrade. Path is rated “A+” by the Better Business Bureau, and is located at 1990 Main St., in Sarasota, Florida.

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Path Financial Adds TD Ameritrade as Account Custodian

With $736 Billion in Assets, TD Ameritrade Brings Enhanced Benefits to Clients

td-ameritradeSarasota-based investment advisory firm Path Financial, LLC, managed by president and chief investment officer Raul Elizalde, has added TD Ameritrade as one of its preferred account custodians. Partnering with TD Ameritrade, which has over $736 billion in assets, will provide enhanced benefits to Path’s clients, such as competitively priced transaction costs, the elimination of miscellaneous fees, TD Ameritrade’s asset protection guarantee, and broad investment choices including access to over 15,000 mutual funds.

Elizalde is a Contributing Author for the online publication Oxford World Financial Digest, and has built a national reputation for providing financial insights and analyses that are frequently published online by some of the most respected financial media in the country, including Morningstar, Motley Fool, the Street and Yahoo! Finance. As a speaker, advisor, and financial news commentator, he has been quoted by the nation’s leading newspapers—The Wall Street Journal, The Washington Post, the Financial Times and The New York Times — and has appeared as a guest commentator on Reuters and Bloomberg TV, and made presentations to the World Bank, the Council of the Americas, the Emerging Markets Trading Association, and other global organizations. His career as a Wall strategist for first-tier financial institutions included holding positions as Global Fixed Income and Quantitative Strategist for ING Barings; Head of Research at Santander Investment Securities; and Fixed Income Strategist for Banc of America Securities.

Elizalde is a current member and recent chair of the Asset Management Committee for the State College of Florida Foundation. Path Financial is a Florida-registered investment firm rated “A+” by the Better Business Bureau, and is located at 1990 Main St., in Sarasota, Florida. For more information, call 941-350-7904.

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