American Financial Advisors Inc

William Mertes is a CFA® charterholder with 29 years of industry experience. He has been with American Financial Advisors, NC since 1995 and briefly worked at Foothill Securities, Inc. in 2016. He holds Series 63 and Series 65 licenses. American Financial Advisors serves individual clients, retirement accounts, trusts, and private foundations, providing asset management, financial planning, and 401(k) advisory services. The firm employs a committee-driven investment approach focused on passive, asset-class allocation using low-cost index and adviser-access mutual funds, with accounts managed on a non-discretionary basis and regular client approval for changes.

James Cable is a financial advisor at American Financial Advisors Inc with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at American Financial Advisors since 2014. Prior to this, he spent 38 years at American Airlines and has been involved with CPS Insurance since 2010, occasionally selling fixed insurance products. American Financial Advisors serves individual clients, retirement accounts, trusts, and private foundations, providing asset management, financial planning, and 401(k) plan advisory services. The firm employs a committee-driven investment approach focused on passive asset-class allocation using low-cost index and adviser-access mutual funds, managing accounts on a non-discretionary basis with periodic rebalancing and client approval.

Mark Bras is a financial advisor with American Financial Advisors Inc., holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at American Financial Advisors since 2007 and also owns American Financial Consulting Service, providing financial planning services. In addition to his advisory work, Bras is an airline captain and trainer for American Airlines, flying the Boeing 737. American Financial Advisors serves a diverse client base including individual households, retirement accounts, trusts, and private foundations. The firm employs a committee-driven investment approach focused on passive asset-class allocation using low-cost index funds and manages accounts on a non-discretionary basis with periodic rebalancing and client approval.

Andrew Bras is a financial advisor at American Financial Advisors Inc in Winter Park, FL, holding a Series 65 designation with six years of industry experience. He has been with American Financial Advisors since 2019 and also serves as president of Aviation Financial Analytics LLC, where he provides analytical services for pension plans. American Financial Advisors serves individual clients, retirement accounts, trusts, and private foundations, offering asset management, financial planning, and 401(k) plan advisory services. The firm employs a committee-driven investment approach focused on passive, asset-class allocation using low-cost index funds and manages accounts on a non-discretionary basis with centralized trading and portfolio oversight.

Matthew Boyce is a CFP® with 30 years of industry experience, currently serving at American Financial Advisors Inc since 1995. He has prior experience at Foothill Securities, Inc. and has been involved in insurance sales since 2005. American Financial Advisors serves individual clients, retirement accounts, trusts, and private foundations, providing asset management, financial planning, and 401(k) plan advisory services. The firm employs a committee-driven, passive investment approach using low-cost index funds and manages accounts on a non-discretionary basis with centralized trading and portfolio oversight.

Alexander Bras is a financial advisor at American Financial Advisors Inc with seven years of industry experience. He holds a Series 65 designation and has worked at Foothill Securities, Inc. and American Financial Support Services, where he provides administrative and support activities. American Financial Advisors serves individual clients, retirement accounts, trusts, and private foundations, offering asset management, financial planning, and 401(k) plan advisory services. The firm uses a committee-driven, passive investment approach focused on low-cost index funds and manages accounts on a non-discretionary basis with centralized trading and educational seminars for plan sponsors and employees.