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Merrill Lynch Private Wealth Advisor Margarita Carreno Rodriguez
355 Alhambra Circle, Coral Gables, Florida, United States
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About the Merrill Lynch Private Wealth Advisor Margarita Carreno Rodriguez
investment adviser and Member SIPC and a wholly owned subsidiary of BofA Corp.
Margarita Carreno Rodriguez is a Private Wealth Advisor at Merrill Lynch located at 355 Alhambra Circle, Coral Gables, Florida. With a focus on multigenerational family finances, Margarita and her team offer personalized attention and boutique-like service to a limited number of clients. As part of Merrill Private Wealth Management, Margarita is rigorously trained to meet specialized needs with trust-based relationships and personalized service.
With a commitment to helping clients achieve their goals, Margarita and her team provide insights and strategies to navigate complex wealth management issues. By developing detailed strategies tailored to individual priorities, Margarita believes in using money as a tool to pursue what is most important to each client. She specializes in estate planning, charitable giving, and customized portfolio strategies.
Margarita holds the Certified Investment Management Analyst (CIMA) designation and the Certified Private Wealth Advisor (CPWA) designation, showcasing her expertise in the field. She is dedicated to building lasting relationships with clients and helping them simplify their financial lives. With access to the resources of Merrill and Bank of America, Margarita and her team are committed to providing a powerful and personal wealth management experience for clients of substantial means."
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355 Alhambra Cir 16th floor, Coral Gables, FL 33134, United States
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