Jorge is a founding partner of Meritage Wealth Insurance Advisors. He has over 20 years of experience working with clients to structure and incorporate insurance as an integral component of their comprehensive wealth plan. His expertise in implementing insurance strategies has helped hundreds of clients to grow and protect their assets as part of their overall wealth transfer and legacy goals.
Mr. Fuentes specializes in Estate Planning, Executive Benefits, and Business Succession Planning. As a legacy Wealth Insurance Specialist at Wells Fargo, Jorge spent 2 decades working in the DC Capital area with clients of both Well Fargo Advisors and Wells Fargo Private Bank to help achieve their financial goals.
Jorge is a former United States Marine Corps Staff Sergeant with tours of duty including the Presidential Honor Guard and Light Armored Reconnaissance Battalion.
He resides in Boyds, Maryland with his wife and three children. He enjoys spending time with his family and participating in many outdoor and sports activities.
- Robert H. Smith School of Business
University of Maryland, College Park
BS International Business and Spanish
- The American College, Chartered Life Underwriter (CLU®)
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 575, Littleton, CO 80120, 303-797-9080. FSG is not affiliated with The Leaders Group, Inc. http://www.finra.org http://www.sipc.org