(346) 703-3070 info@trustedvisions.com

About Us

Jeremy Belfiore

Jeremy has been in the industry for nearly 20 years, beginning his career with a small local firm in Scottsdale, Arizona. Throughout his career he has spent time with firms like Charles Schwab Institutional, Securities America, and 1st Global Capital Corp. He has a strong understanding of what firms are offering to successful financial advisors and has great insight as it pertains to the direction many firms are going. Jeremy has excelled throughout his career because of his high-level of integrity and ethics and will never try and get business closed for his or the firms own personal financial gain.

Jeremy holds his series 6, 7, and 63 licenses. He also has his Bachelors Degree in Business and his MBA in Business Management.

David Perez

David brings 27 years of experience in the financial services industry. His extensive industry knowledge, ability to navigate the complex world of advisor development and placement will make him a strong partner and resource.

His background includes business and financial planning, new business development, marketing planning, served as a subject matter expert for risk management services and products. David served as an Internal Wholesaler, External Wholesaler, National Key Account Manager, Regional Director/Recruiting with firms such as Securities America, Waddell & Reed, Jackson National Life and Security Benefit.  David holds FINRA licenses, Kansas insurance license and is a member of Life Office Management Association. Holds a degree in Business from Washburn University.

David is a Kansas native and has been married to his wife Kristin for 26 years and has 3 children, Jacob, Ethan and Abby.

David Perez - Trusted Visions Placement and Consulting

Shaun Rose

Shaun brings 18 years of experience in the financial services industry to Trusted Visions and we could not be more excited to welcome him.  Having spent time with firms such as Raymond James and Royal Alliance, Shaun has established relationships with some of the largest OSJ/Enterprises.

The “perfect fit” says Jeremy Belfiore, Trusted Visions’ President, Shaun brings honesty, ethics and integrity and holds himself to the highest of standards when recruiting professionals.  Certainly, these traits contribute highly to the great success Shaun has attained thus far in his career.

Shaun holds his series 7 and 63.  He also has his Bachelor’s degree in Communications from the University of North Carolina at Charlotte.

Watching sporting events and enjoying time with the family in Charlotte, North Carolina is the ideal setting for Shaun.

Jon Achilles

Jon has developed, over the past 25 years, an ability to recognize and capitalize on business opportunities in various markets.  His attention to detail and vigilance in developing marketing plans and executing them has drawn him to a partnership with Trusted Visions.  Recognizing the growth potential for broker-dealers and enterprises within, Jon’s strategies and commitment to detail forms a perfect complement to Jeremy’s vision for accelerating market sector growth.

Jon graduated Texas Tech University with a degree in Finance.

Trusted Visions Placement & Consulting

Trusted Visions was formed understanding the amount of work and effort it takes you as a successful financial advisor to conduct the appropriate amount of due diligence on your next broker-dealer. With almost 50 years experience in the financial services industry, we have come to understand the competitive landscape that exists within the broker-dealer network. The industry is seeing the most consolidation in the history of the financial services industry and the last thing that you want to do is join a new broker-dealer and shortly after learn the firm you joined has been sold.

We at Trusted Visions take a hands-on approach to working with you, your staff, and your clients. We want to thoroughly understand your practice and needs to ensure that we are introducing you to the firm that best suits what you are seeking. Our services come at no cost to you as we are fully transparent on how we are paid, which takes nothing away from what broker-dealers are able to offer you. The staff at Trusted Visions are available 24/7 as we understand and respect that you are putting your financial livelihood in our firms hands and we take that seriously.

Whether you are looking to go to an independent broker-dealer, move from one wirehouse to another, or go RIA only, we can help. Trusted Visions does the due diligence for you, ensures that what you are looking for these firms are able to offer, and when you are ready to begin talking directly to the firms, we at Trusted Visions take part on those calls to ensure that we are getting all your questions answered.