Doris Investments Becomes Sole Owner of Las Olas Capital Advisors

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Jodi & Paul Tanner, Founders of Las Olas Capital Advisors, have acquired 100% ownership of their boutique wealth management firm, through their parent company, Doris Investments II, LLC.

Jodi & Paul Tanner, Founders of Las Olas Capital Advisors, have acquired 100% ownership of their boutique wealth management firm, through their parent company, Doris Investments II, LLC.

Married for 23 years, when Jodi & Paul Tanner decided to pursue corporate independence, they thought, “What better way to pay homage to our parents, than through our parent company.” Both Jodi and Paul’s mothers were named Doris. They each draw inspiration from the beloved memories of their parents, and so Doris Investments was born.

Paul Tanner, who has 35+ years of experience in the financial services industry, broke away from UBS in 2015 to deliver a better experience to his clients. Las Olas Capital Advisors is dedicated to helping entrepreneurs and ultra-high-net-worth families meet their long-term financial goals by managing risk, creating opportunities, and providing trusted advice.

“As experienced financial professionals who assist with a variety of wealth and business decisions, we provide not only wealth management services, but also lending, merchant banking, mergers & acquisitions services to entrepreneurs and their families. The open architecture of our independent RIA model gives us access to significantly enhanced investment tools and resources to better service our clients’ needs,” Tanner said.

“We are deeply committed to our community and having 100% ownership of our company gives us the latitude to further engage with the growth and success of Fort Lauderdale. Our passion for our community is evidenced in all of our endeavors, including Las Olas Capital Advisors and our community engagement arm – Las Olas Capital Arts,” said Jodi Tanner. Jodi founded her passion project alongside their company as a means to further support the creative economy by promoting local artists. A longtime board member of the Broward Cultural Council, Jodi is excited by opportunities to collaborate with arts organizations that engage the South Florida community with exciting local artists.

“Many of our clients are established or millennial entrepreneurs seeking to further grow their companies and transition them to new owners or the next generation,” said Mr. Tanner. “As business owners ourselves who are entering the next stage of our development by taking on sole ownership of our own company, our experiences are in line with those of our clients. This gives us greater freedom to better serve them.”

In addition to Mr. & Mrs. Tanner, the Las Olas Capital Advisors team includes Raymond Catone, who leads strategy and operations, Erika Rios, who is responsible for marketing and branding, and Mark Marshburn, who assists with administrative services and marketing.

For media inquiries, please contact Erika Rios at (954)289-4692 or erika.rios@lasolascap.com

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Erika Rios
@LasOlasCap
since: 07/2015
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