Wealth Manager

Pablo Morantes

Pablo started his career in the financial services industry two years ago as a Financial Advisor at New York Life in Tysons Corner. With parents in the industry, he was always intrigued by financial services. Transitioning from J.P. Morgan Chase & Co, he focused on wealth management, drawn to helping clients navigate life's challenges.

Currently studying for his Series 7 license, Pablo holds the Series 6, 63, and Life and Health Insurance licenses. Originally from Bogota, Colombia, he settled in the Washington D.C. area after several moves for his father's work. Pursuing a Bachelor of Science in Business Administration with a concentration in Wealth Management/Financial Planning from Purdue University online, Pablo aims to grow in the Wealth Management sector at YTS, learning to anticipate client needs and provide top-notch service.

Outside of work, Pablo is active in community service, enjoys staying fit with workouts and tennis, exploring new dining experiences, and traveling.

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