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ARMANDO VEGA

Wealth Strategist

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Armando Vega is a Wealth Strategist at Delos Private Client Group, dedicated to helping families build, preserve, and transfer wealth across generations. With more than a decade of experience in financial services and relationship management, Armando brings both industry expertise and a genuine commitment to understanding each client’s unique goals and circumstances.

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Throughout his career, Armando has specialized in serving high-net-worth individuals and families, providing guidance on investment strategy, retirement planning, and long-term wealth management. His approach begins with listening and understanding where clients are today, where they want to be tomorrow, and what matters most to them. From there, he works to develop tailored strategies designed to support their goals.

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Prior to joining Delos, Armando served as an Account Executive at Fisher Investments, where he worked with affluent clients. Before that, he spent nearly seven years at Merrill Edge as a Premium Elite Relationship Manager, managing more than 1,000 clients, each with $1 million or more in assets. He also held senior relationship roles at Morgan Stanley/E*TRADE and Empower, where he developed expertise in complex investment products, executive stock plan accounts and compensation, 10b5-1 plans, and retirement solutions.

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Armando holds a Bachelor of Business Administration in Finance from Jacksonville University. He also holds FINRA Series 7 and Series 66 licenses, the Certified Equity Professional Level 1 designation, and a general life and health insurance license in the state of Texas. He is fluent in both English and Spanish.

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What sets Armando apart is his unwavering focus on client service and the overall client experience. He believes financial planning is not a one-time event, but a lifelong partnership. Whether clients are planning for retirement, saving for their children’s education, or thinking about the legacy they will leave behind, Armando is committed to guiding them with care, expertise, professionalism, and integrity.

Delos Private Client Group, LLC (“Delos PCG”) is an investment adviser registered with the U.S. Securities and Exchange Commission.  Registration with the SEC does not imply a certain level of skill or training, nor does it constitute an endorsement by the SEC.  Copies of Delos PCG’s Form ADV Part 2A, Form Part 2B, and Form CRS are available upon request or at the links at the bottom of this page.  Additional information about Delos PCG is also available on the SEC’s website at www.adviserinfo.sec.gov.  Delos PCG is an affiliate of First United Bank and Trust Company. 

 

This website is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security, nor does it constitute investment, legal, tax, or accounting advice. Nothing on this website should be construed as personalized investment advice; advice is provided only pursuant to a written agreement with Delos PCG.  All investing involves risk, including the possible loss of principal. Past performance is not indicative, and is no guarantee, of future results. Any strategies, market views, or opinions discussed are those of the author(s) as of the date indicated, are subject to change without notice, and should not be considered a recommendation to buy or sell any security.

 

Links to third-party websites and social media are provided for convenience only. Delos PCG does not endorse and is not responsible for the content, products, or services of any linked third-party site, and inclusion of a link does not imply affiliation. Communications through social media or other public channels are not secure and should not be used to transmit confidential or account information.

 

Not FDIC Insured | Not a Deposit | No Bank Guarantee | May Lose Value

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