TOP 10 Family office insights in Coral Gables, Florida

Margaret Starner - Raymond James is a finance institution located at 2333 Ponce de Leon in Coral Gables, Florida, United States. The Starner Group's primary goal is to make a positive and enduring difference in the lives of their clients. With over four decades of experience, they focus on client satisfaction and creating personalized financial plans that enable clients to lead fulfilling lives. The institution believes in ongoing financial planning and offers unlimited access to financial expertise and concierge-level services. Clients can expect guidance on a range of topics including estate planning, 529 accounts, longevity planning, and more. Margaret Starner provides insights on developments that impact the community, the world, and clients' portfolios. The institution believes in the power of ongoing advice and commitment to optimizing results for clients.

Merrill Lynch Wealth Management, located at 355 Alhambra Circle in Coral Gables, Florida, offers a comprehensive range of financial services for individuals, families, business owners, executives, and institutions. With a team of experienced advisors, the institution provides personalized wealth planning strategies tailored to each client's unique goals and needs. From retirement income planning to estate planning services, Merrill Lynch Wealth Management offers a holistic approach to financial management. The institution is committed to giving back to the community through volunteerism and charitable outreach. Clients have access to industry-skilled advisors supported by the investing insights of Merrill, a leading global financial services firm. Whether you are looking to plan for retirement, manage concentrated stock positions, or address lifestyle challenges, Merrill Lynch Wealth Management can help you pursue your financial and life goals.

Merrill Lynch Private Wealth Advisor Michael Thomas Persinski, located at 355 Alhambra Circle in Coral Gables, Florida, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on personalized attention, the institution provides customized services supported by the capabilities of a global financial institution. The private wealth advisors are rigorously trained to meet specialized needs with relationships based on trust and personalized service. Clients have access to strategies designed to help achieve their goals, with a focus on multigenerational wealth management. Merrill Private Wealth Management is committed to providing highly personalized one-on-one service, with a deep understanding of clients' goals and a focus on developing a comprehensive wealth strategy. The institution combines the personalized attention of a smaller firm with the insights of a global financial institution, creating tailored financial strategies for each unique situation. Clients can expect goals-based financial strategies designed to meet their evolving needs, with access to the latest investment insights and strategies. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. The institution offers a range of brokerage, investment advisory, and other services, with a focus on providing personalized wealth management products and services. Investments involve risk, and clients should understand the differences between brokerage and investment advisory services when selecting the right service for their needs. Insurance and annuity products are also offered through Merrill Lynch Life Agency Inc. and other affiliated banks. The institution strives to provide clients with information about products and services that may be of interest, with a focus on relationship-based advertising and online behavioral advertising.

Merrill Lynch Private Wealth Advisor Eugenio Retana, located at 355 Alhambra Circle in Coral Gables, Florida, offers personalized financial services supported by industry-leading research and expert analysis. With a focus on keeping your priorities front and center, our team of rigorously trained private wealth advisors at Merrill Private Wealth Management are dedicated to helping you achieve your goals. We work with a limited number of clients to provide highly personalized one-on-one service, offering insights and strategies designed to help you manage, grow, and preserve your wealth for future generations. By combining the personalized attention of a smaller firm with the resources of a global financial institution, we create tailored financial strategies to meet your unique needs. As a client of Merrill Private Wealth Management, you have access to services and resources typically reserved for large institutions, allowing us to develop a goals-based wealth management approach that puts you at the center of every strategy. Our team is committed to working in your best interests, providing comprehensive financial solutions to help meet your evolving needs. Contact Merrill Lynch Private Wealth Advisor Eugenio Retana today to start pursuing what's most important to you.

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.

Merrill Lynch Private Wealth Advisor Michael J Beckerman, located at 355 Alhambra Circle, Coral Gables, Florida, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. Louis J. Chiavacci, a Managing Director and International Private Wealth Advisor, provides personalized wealth management advice to high net-worth families with over thirty years of experience. Recognized on Barron's list of the “Top 1, 200 Financial Advisors: State by State” and the “Top 100 Financial Advisors” list, Louis is committed to meeting specialized needs with trust and personalized service. As a client of Merrill Private Wealth Management, individuals, families, business owners, and executives have access to services and resources typically reserved for large institutions. The private wealth advisors at Merrill are rigorously trained to understand clients' goals, develop multigenerational wealth strategies, and provide ongoing support and updates as needed. With a goals-based wealth management approach, clients are at the center of every personalized strategy.

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