The Schultz Group

As the Founder of the Schultz Group, Andrew Schultz leads a team of dedicated professionals that provide prudent financial advice and the highest levels of customer service to their clients. With more than 32 years of experience, Andrew has built a solid reputation for creating highly customized investment strategies to address the wide range of his clients’ needs and goals.

Andrew Schultz joined Morgan Stanley in 1991. Since 2002, he has been a member of Morgan Stanley’s Chairman’s Club, an exclusive group of the firm’s top-producing Financial Advisors. Andrew has been recognized yearly as one of Forbes’ Top 250 Financial Advisors in the US from 2017-2024. He has also been recognized on the Forbes Best-in-State Wealth Advisor list from 2018-2024. Additionally, Andrew has been named on the Barron’s Top 1,200 Financial Advisors list from 2014-2024 and the Barron's Top 1,000 Financial Advisors list from 2009-2013.

Andrew graduated from the University of Florida with a degree in Economics and continued his professional education at the University of Pennsylvania’s Wharton School, completing the Senior Financial Advisor’s Program and Investment Consultant’s Program. Now, Andrew delivers lectures at his Alma Mater on sustainability and entrepreneurship, as well as sitting on the Alumni Association and helping sponsor the Young Entrepreneurs for Leadership and Sustainability (YELS) program.

Within the community, Andrew sits on the United Way of Miami Dade Professional Advisors Council and the Herbert Wertheim College of Medicine Dean’s Advisory Council. Andrew also hosts an annual charity wine auction and dinner for Broward Children’s Diagnostic & Treatment Center. Andrew and his wife Diana live with their two daughters in Miami Beach, Florida.


2017-2024 Forbes America's Top Wealth Advisors
Source: Forbes.com (Awarded 2017-2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.

2018-2024 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2014-2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2024). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

2009-2013 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009-2013). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

Jon joined Morgan Stanley in 2007 and is a Vice President, Senior Portfolio Manager, and Financial Advisor in the Aventura Complex. Jon holds designations across the industry with life, health, and variable annuity licenses. Jon received his bachelor’s degree from New York Institute of Technology. With over 15 years of industry experience, Jon has developed a deep understanding of the intricacies of financial planning, wealth management, and investment planning.

Beyond his professional focus, Jon is known for his integrity, empathy, and exceptional sense of detail. One of the main reasons he became a financial advisor is to utilize his skills and knowledge of the capital markets towards helpings families and individuals achieve their financial goals and avoid stress through the growth cycle into full retirement. He sticks to a very structured service model and closely works with every individual to create a customized strategy that aligns with their financial objectives.

Jon is an active member of his community in Parkland, Florida. He currently sits on the City of Parkland Charter Review board and is a past member of the City of Parkland School Advisory Board. Jon is very involved with the Chabad of Parkland and is an Honorary Member. Family is one of the utmost important things in Jon’s life and is embedded in his core values. He resides in Parkland, Florida with his wife of 26 years, Stacey, and two sons Ethan and Jordan. Outside of work, Jon enjoys reading, fine dining, biking, and spending time with family and friends.

Kemar began his career at Morgan Stanley in 2008, working in New York City. He has held various Accounting/Finance roles with the Firm, most recently spending 5 years supporting Wealth Management on the Product Control and CFO side of the business. Kemar grew up in South Florida and returned home in the fall of 2019. He joined The Schultz Group shortly afterwards with the intention of applying his macro Private Wealth Management knowledge base to the client side of the business. He is a graduate of Florida International University with Bachelor degrees in both Economics and Finance. Kemar holds the Series 7 and Series 66.

Peter's role as an Investment Consultant is the culmination of his 15 years of experience in the financial services industry. With a robust background of positions spanning Lead Operations Controller and Senior Registered Associate, he has honed his skills in operational intricacies and financial analytics.

In his current capacity, Peter goes beyond conventional expectations, actively fortifying client relationships with an arsenal of market insights and product knowledge to tailor financial solutions for High- and Ultra-High-Net-Worth clients. His commitment to staying ahead in an ever-evolving financial environment is evident as he navigates its complexities for his clients.

Working directly alongside Andrew Schultz, Peter stands at the forefront of initiatives to streamline service models, demonstrating a keen understanding of the nuanced needs and concerns of High-Net-Worth clients. He is an avid WW1 and WW2 historian.

Peter graduated from Florida International University with a bachelor’s degree in interdisciplinary studies and holds his Series 7, Series 63, and Series 65 licenses.

Amanda began her career in 2008 at Morgan Stanley Smith Barney working in Operations in Miami Beach. She then broadened her experience and spent time on the Independent Registered Investment side of the business where her group partnered with custodians such as Fidelity Investments and Charles Schwab. Amanda’s attention to detail and her caring manner are characteristics that help her excel in all aspects of Wealth Management. Amanda holds the Series 7, 63 and 65 securities licenses.

Salomon joined the Schultz Group in March of 2021, after completing multiple internships within the wealth management industry. Born in Pittsburgh, with a Venezuelan heritage, Salomon was raised in Florida where he attended the University of Central Florida, graduating with a Bachelor’s in Finance. He is trilingual, being fluent in English, Spanish, and Hebrew. During his time in undergraduate studies he studied abroad in Australia for a semester, where he obtained a minor in International Business. Salomon’s curiosity and will of learning new things led him to wealth management where he found a passion for helping others. He loves spending most of his free time outdoors, playing soccer, golf, and anything else to stay active.

Salomon holds the Series 7 and the Series 66.

Joseph Perez joined the Schultz Group in May 2022. His affinity for finance led him to pursue a career in wealth management where he has excelled in client service. Born in Miami, with a Cuban background, Joseph was raised in Florida where he is currently pursuing his Bachelor’s in Economics. Joseph is bilingual, speaking both Spanish and English. During his free time he enjoys exercising, reading and studying about markets & economics and spending time with friends. 
Joseph holds both his Series 7 and his series 66.

Anthony Potestad brings a rich tapestry of experiences to his role. Prior to beginning his career in the financial industry, Anthony honed his skills in the real estate sector, where he excelled in sales and residential property appraisals. These roles gave him an understanding of client needs, coupled with a keen analytical sharpness. After earning an MBA from St. Thomas University's School of Business, Anthony made the seamless transition into the financial sector, initially working at E*TRADE before joining Morgan Stanley in 2024.

Originally from Miami, Florida, Anthony's roots trace back to Cuba, imbuing him with a profound appreciation for his heritage and community. When he's not immersed in the world of finance, Anthony enjoys pursuing his passions for golf, exercise and music. With a diverse educational background, including a Psychology degree from Florida International University and an MBA, coupled with his series of professional certifications, Anthony stands as a trusted member of the team.

Beyond his professional endeavors, Anthony is deeply engaged in community initiatives. He actively participates in the American Cancer Society's "Relay for Life." Additionally, he is a member of Kappa Gamma Pi, the Honor's Society at St. Thomas University, where he continues to contribute to his alma mater's legacy of excellence.

Kasey Carlson joined the Schultz group in January 2025, bringing a strong foundation in finance and a passion for helping others. Originally from the suburbs of Chicago, she earned dual degrees in Economics and Finance from The University of Alabama.

After graduation, Kasey moved to South Florida to begin her career in the financial services industry, where she has been dedicated to helping clients achieve their financial goals with personal care.

In her free time, Kasey enjoys staying active with outdoor activities, traveling, and spending quality time with family and friends.

Kasey holds both her Series 7 and her Series 66.

Adrianna joined the Schultz Group in January of 2024, after working in the Investment Management side of the firm, as a Mutual Funds Representative. She originally started her career Morgan Stanley in 2021, as an intern for a Wealth Management Team located in Palm Beach Gardens.

Adrianna was born and raised in Westchester, NY. She graduated from the University of Miami- Herbert Business School with a BBA in Business Technology. During her free time, she enjoys spending time with her family, cooking, and giving back to the community.