Archives: Advisor Teams

Advisor Team

Jorge I. Blanco is the Founder and President of Success Wealth Management, a boutique Wealth Management and Financial Planning firm in Tampa, FL.

He began his career in the financial services industry in 2002 at Ameriprise Financial, one of the top financial planning companies in the world. Over the first 9 years in his career he earned many of the firm’s top awards. While servicing a client base of 398 families, he worked as an Advisor Coach where he would mentor new advisors in the industry. He helped Ameriprise develop training modules and product presentations that were used to train new advisors across the country.

Although the years of experience in his leadership role helped Jorge become the advisor he is today, he found that his true passion lay in working with his clients. He stepped down from coaching and devoted 100% of his time working on his financial planning practice. In order to deliver the type of service his clients deserved, Jorge decided to reduce the number of families he personally worked with. In December 20th, 2010 Jorge founded Success Wealth Management and joined LPL Financial, the nation’s largest Independent Broker/Dealer (as reported by Financial Planning magazine, June 1996-2017, based on total revenue).

Coming from parents who were both Professors, education was instilled in Jorge’s upbringing. Jorge believes that in order to grow personally and professionally, we must continue to learn. He graduated Summa Cum Laude with a Bachelors of Science in Financial Planning. He has also earned the prestigious professional designations of CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), Accredited Investment Fiduciary (AIF®), Accredited Wealth Management Advisor (AWMA®), and Chartered Retirement Planning Counselor (CRPC®).

In his youth, Jorge was an avid chess player. At the age of 16 he became Venezuela’s National Champion and competed in the Youth World Chess Championship in Bratislava, Slovakia where he ranked 42nd in the world. Today, Jorge enjoys playing competitive soccer, spending time with his wife and family, and exploring new places around the world.

QUALIFICATIONS / LICENSE INFORMATION:

  • FINRA Series 7 Registration with LPL Financial
  • FINRA Series 66 Registration with LPL Financial and Independent Financial Partners
  • FL 2-15 ~ Life, Health, Variable Annuity Insurance License
  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AIF® Accredited Investment Fiduciary
  • AWMA® Accredited Wealth Management Advisor
  • CRPC® Chartered Retirement Planning Counselor

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

CRPC conferred by College for Financial Planning

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Anyssa is a Client Relationship Manager for IHT Wealth Management and new to the financial industry. She carries a strong background in customer service and her strengths include effective communication, organization of focused objectives as well as managing time and priorities effectively and providing a world-class experience for every client she works with. As a CRM at IHT, Anyssa is responsible for providing a seamless client onboard, account transactions, and relationship building. Anyssa is driven to help clients reach their financial goals by establishing a positive experience for her clients and committed to providing administrative support to her advisors in order to exceed expectations of IHT clients.

Anyssa graduated from DePaul University with a dual major in Marketing, Sales Leadership and Business Management. Although already graduated, she is committed to continue learning through experience, exposure and education and takes pride in receiving feedback as a gift. She is currently working on becoming FINRA licensed with her Series 7 and Series 66.

In her spare time, she enjoys running – whether it be on a track or the road and spending time with her family.

Responsible for implementing the firm’s strategic initiatives, compliance oversight for the RIA, managing high-level financials and compensation, advisor acquisition and working directly with advisors to ensure a seamless transition. Cori graduated from the University of Arizona with a bachelor’s degree in Communications. Prior to establishing IHT Wealth Management in 2014 with its original founding members, she was the business manager to Steve Dudash and his investment team at Merrill Lynch, located in downtown Chicago. Her strengths include leadership, organizational skills, and the ability to support meaningful client relationships.