Johnny Palhete

Financial Intern

Meet Johnny

Johnny Palhete is a Financial Intern based in Sarasota, Florida.

Johnny joins SRQ Wealth as a Finance Intern, where he will support the firm in research, client-service tasks, and data analysis to improve operations. He believes that placing others’ needs before his own is essential and intends to use his skills to offer clients the best possible experience.

Johnny is currently pursuing a Bachelor of Science in Personal Financial Planning at the University of South Florida. He is an active member of Delta Sigma Pi, a professional business fraternity that focuses on professional development, leadership, and community service. He has completed the Securities Industry Essentials (SIE) exam, and intends to use that knowledge to build the foundation of his early career in wealth management.

Before joining SRQ Wealth, Johnny spent three years at Publix, where he developed a service-oriented mindset and strong customer service skills. Outside of finance, he is an accomplished musician. He currently performs as a lounge pianist on the weekends, and is a violinist who has appeared on prestigious stages including Carnegie Hall and The Kennedy Center. His dedication to the arts has been recognized with the Florida Fine Arts Seal, awarded for community service and a commitment to musical excellence.

SRQ Wealth

One North Tuttle Ave
Suite 1
Sarasota, FL 34237
(941) 556-9004