Helio Rocha has been a Financial Consultant with AXA Advisors since 1997. He has concentrated his practice on employing strategies specifically tailored for high net worth individuals dealing with succession planning for international families and businesses, asset protection and risk management, perpetual legacy, estate transfer, wealth accumulation, charitable planning, preservation and leverage, and succession planning for collectors of art, antiques and collectibles.

Helio holds a Bachelor of Law degree from Candido Mendes College of Law in Rio De Janeiro, Brazil, majoring in Finance and Tax Planning. Helio holds Series 7, 63 and 65 securities registrations with FINRA and Life & Health Insurance licenses. Helio is a TEP member of the Society of Trust and Estate Practitioners (STEP - Miami Branch).

He emphasizes a teamwork approach, working with a group of specialists throughout AXA Advisors, to bring well-rounded advice and guidance to his clients. He also works frequently with his clients’ advisors including attorneys, accountants (CPAs), trust officers, wealth managers/private bankers, art consultants, and representatives of family offices.