Our Team
Meet the advisors behind Imperio's success
Design Your Financial Future
Private wealth management team
Each member of our wealth management team specializes in a unique area — investment diversification, tax mitigation, estate planning, or business succession — yet we work as a cohesive unit. This team-based approach helps ensure the various aspects of your financial life are addressed without gaps or duplication.
Omar A. Morillo
Founder & Chief Executive Officer · CFP, ChFC, AIF
Read bio
Charles B. Sachs
Chief Investment Officer · CFA, CFP
Read bio
Mayelin Alvarez
Wealth Advisor · Series 65, Florida 2-15
Read bio
Stefan Marrero
Financial Services Professional · Financial Services Professional
Read bio
Cristina Bello
Operations Manager · Operations Manager
Read bioOur Wealth Management Team
Leadership with deep financial expertise
At Imperio Wealth Advisors, our wealth management team brings together decades of combined experience across investment management, tax planning, estate strategies, and risk management. Several of our advisors hold advanced certifications such as CFP, CFA, CEPA, and AIF, so you gain guidance from experienced, client-focused professionals.
Our team has guided entrepreneurs, executives, and multi-generational families through complex wealth transitions. We prioritize active collaboration with your CPAs, attorneys, and business partners, which helps create seamless financial strategies. We continually adapt our approach to evolving tax laws and market conditions so you remain positioned for growth with an emphasis on risk management.
Why our team makes a difference
We believe true wealth management goes beyond numbers. Our advisors take time to understand your vision, align strategies with your values, and provide proactive communication every step of the way. Ultimately, we measure success not just by portfolios, but by the clarity and confidence we bring to your financial future.