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Merrill Lynch Financial Advisor Roberto A Fernandez
701 Brickell Avenue, Miami, Florida, United States
About the Merrill Lynch Financial Advisor Roberto A Fernandez
Merrill Lynch Financial Advisor Roberto A Fernandez is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. Roberto follows a disciplined process that begins with getting to know each client and their family, their financial situation, and what matters most to them. With over 30 years of experience in Finance, Banking, and Wealth Management, Roberto is passionate about delivering excellent service. He holds a Certified Public Accounting License since 1983 and has prior experiences in Public Accounting, Auditing, Comptroller, CFO, and Treasury Management for major Financial Institutions. Roberto has been an International Wealth Advisor since 2002 and holds the Certified Investments Management Analyst (CIMA®) from the Investments & Wealth Institute™. He also earned the Certified Plan Fiduciary Advisor, CPFA from the National Association of Plan Advisors Institute (NAPA) designation in 2017.
Merrill Personal Wealth Analysis™ can help build a personalized plan centered on goals and focused on achieving them. Supported by the global resources of Merrill, Roberto's team is committed to building strong client relationships based on trust and personalized service. The institution focuses on helping clients pursue their financial goals while managing investment risk and providing solutions to turn goals into reality. With access to investment insights and banking solutions, the institution works with clients to develop an approach designed to address their financial needs and adapt to changes over time.
The institution believes in putting clients first and offers a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor. With a focus on getting to know clients personally, the institution helps create a financial approach that reflects their personality and priorities. By staying on track and revisiting financial approaches, the institution aims to help clients achieve their goals. Roberto Fernandez is registered to do business in multiple states and holds various certifications in finance. Investing involves risk, and the institution provides the latest investment insights, tips, and strategies to help clients live their best financial life.
Photos of Merrill Lynch Financial Advisor Roberto A Fernandez
701 Brickell Ave 7th Floor, Miami, FL 33131, United States
Opening hours of Merrill Lynch Financial Advisor Roberto A Fernandez
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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