Your Success Begins with Us
LET US HELP YOU SET YOUR FINANCIAL FUTURE IN MOTION
WE DEVELOP A PLAN SPECIFIC TO YOU
Our approach to financial planning is focused on your needs. Our goal is to help you grow, protect and manage your wealth, currently and for future generations. At BGI Advisors, we like to have one-on-one conversations about your financial goals and design a plan specific for you.
Special Needs Planning
Comprehensive Financial Planning
WHAT SETS US APART
At BGI Advisors, we like to have a one-on-one conversation about your financial goals. Our Certified Financial Planner™ will develop a plan specific to you.
Our advisory team will make decisions that are in your best interest and based on your financial goals and objectives. Our goal is to help you live confidently, both today and in the future.
Whether is taking the time to explain major economic events, or providing information about trade notifications, our priority is to have an open and honest communication with our clients.
WE CREATE A STRATEGY
Tell us your financial goals and we will set a financial strategy based on your needs.
WE DEFINE YOUR
We determine the specific plan for you based on your strategy.
WE DESIGN YOUR
We design a portfolio with a selection of investments that are aligned with your financial plan.
WHAT WE OFFER
Clients seek our long tenured market involvement to build municipal portfolios where credit, quality, and yield are prioritized over total return
Our experience in the credit space allows us to engage best-in-class managers in Real Estate Mortgages, ABS, and Mezzanine lending
Client Equity exposure is accomplished through EFs or mutual funds that track an index. The time horizon for equities is 20 years or longer and dividends are reinvested to compound return.
Founder and Managing Member
Since founding BGI Advisors in 2008, Danny has been providing high net worth families with comprehensive wealth management services. Danny uses his extensive background to deliver customized solutions to meet all client needs.
Danny began his career as a member and options trader on the Philadelphia, American, and New York stock exchanges. He then became a Proprietary Trader for DLJ’s Pershing division prior to moving to Florida. There he worked in private client services for Lehman Brothers Miami, and later became a Managing Director at Bear Stearns.
Danny has been a resident of Boca Raton for 20 years and is locally involved in several community and non-profit organizations. When he is not helping clients achieve their financial goals.
LORI FERNICOLA CFP ®
Lori joined BGI Advisors in 2014 and currently practices as a Certified Financial Planner™ professional and the firm’s Chief Compliance Officer.
Lori began her career in New York City as an analyst for Morgan Stanley rotating through options and equity swaps. She then became a Vice President and Relationship Manager for prime brokerage clients at Bank of America Merrill Lynch. After 13 years in New York City, she is happy to be back in her home state of Florida.
Lori serves on the board of the non-profit Horses That Help, which offers free horseback riding to both special needs and at-risk youth. As a parent of a son with special needs, Lori understands the uncertainty of the future and is passionate about helping other special needs families find the local support and financial resources they need.
Vanessa joined BGI Advisors in 2014. She provides support with daily administrative and client service matters. She maintains and organizes all office operations and procedures.
Vanessa assists with quarterly client reporting and distribution, our new client onboarding process, and client service and regulatory projects. Vanessa ensures high levels of organization and communication within the firm.
“Success is not final; failure is not fatal:
It is the courage to continue that counts.”