Merrill Lynch Private Wealth Advisor Frank D Di Rocco

Merrill Lynch Private Wealth Advisor Frank D Di Rocco, located at 701 Brickell Avenue, Miami, Florida, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on high-net-worth families, Juan Carlos develops personalized wealth management solutions based on risk tolerance, time horizon, liquidity needs, and overall investment goals. He collaborates with professionals such as attorneys and CPAs to develop wealth transfer strategies and family governance solutions.

Juan Carlos, a graduate of the University of Florida with a Master of Laws degree from the University Of Nice School Of Law in Nice, France, is fluent in Spanish, French, and English. He has been named to Forbes "Best-in-State Wealth Advisors" list from 2018-2023 and is a member of the Society of Trust and Estate Practitioners (STEP).

Merrill Private Wealth Management provides personalized one-on-one service to a select group of clients, offering access to investment insights and banking convenience. Their goals-based wealth management approach ensures that clients' unique goals are at the center of every strategy, with a focus on building lasting relationships and collaborating with specialists to achieve financial success. With a commitment to investing in client tools and new technology, Merrill aims to enhance the overall client experience and help clients pursue what's most important to them.