Fernando Garcia
Operations
A client once needed a series of charitable gifts delivered to several small nonprofits before a hard year-end tax deadline, each one with its own transfer rules and none of them built for speed. Fernando Garcia took the case from start to finish, calling the operations staff at every receiving charity, matching each delivery method to their intake systems, and tracking the wire paths by hand so nothing got kicked back. Every donation landed before the deadline. That is the part of operations Fernando shows up for, the point where back-office precision turns into money reaching real causes, and it shapes how he runs the day-to-day, from client requests to compliance and documentation. He came to financial services after getting licensed and finding that the problem-solving suited him, a route that ran from Barranquilla, Colombia, through earlier operations and logistics roles before he joined Essex Private Wealth Management in 2016. Off the clock, he is usually in the yard or on the sidelines at his kids' games, and he and his wife like hunting down new restaurants.
- Compliance Officer, Huntwicke Securities LLC, member FINRA / SIPC
- Vice President of Operations, Huntwicke Capital Group Inc.