TOP 30 Investments in america in Florida

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Merrill Lynch Financial Advisor Diane J Ridley is located at 3507 Kyoto Gardens Drive in Palm Beach Gardens, Florida, United States. The institution prides itself on its team of advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The BMR Wealth Management Group at Merrill Lynch has over 150 years of combined wealth management experience, with a focus on providing highly personalized and purpose-driven wealth management solutions to help clients achieve their lifestyle and legacy goals. The team takes a collaborative, consistent, and caring approach, offering old-fashioned conversations, frequent communication, and a planning-based strategy to address clients' evolving needs. They believe in building strong relationships with clients, celebrating milestones, and providing support during challenging times. The institution offers a range of services, including personalized financial planning, investment strategies, and ongoing monitoring to help clients achieve their financial goals. Through their Investment Personality Assessment and Merrill Personal Wealth Analysis™, they aim to tailor their approach to each client's unique goals and priorities. The team at Merrill Lynch is dedicated to helping clients navigate changes in their lives and financial markets, providing guidance and support to help them stay on track towards achieving their goals. With a focus on understanding each client's individual needs and aspirations, Merrill Lynch Financial Advisor Diane J Ridley aims to create a customized financial approach that reflects their personality and helps them achieve their desired outcomes.

Merrill Lynch Financial Advisor Zachary Miner is dedicated to helping clients manage their wealth with personalized strategies tailored to their individual goals and priorities. Located at 3507 Kyoto Gardens Drive in Palm Beach Gardens, Florida, Merrill Lynch offers access to the investment insights of Merrill and the banking solutions of Bank of America. By understanding each client's unique financial situation, Zachary Miner and his team work to create personalized wealth management strategies to help clients pursue their financial goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Wealth Management Advisors strive to provide comprehensive financial solutions to address the evolving needs of their clients. Whether planning for retirement, saving for a home, or funding a child's education, Merrill Lynch is committed to helping clients achieve their financial goals through a customized approach that reflects their individual priorities. With a range of services including investment advisory, financial planning, and more, Merrill Lynch Financial Advisor Zachary Miner is dedicated to helping clients navigate the complexities of their financial lives and stay on track to achieve their goals.

Merrill Lynch Financial Advisor Olivia Watson, located at 249 Royal Palm Way, Palm Beach, Florida, is part of a network of over 15,000 financial advisors nationwide. With a focus on helping clients achieve their financial goals, Merrill Lynch offers a range of services including investment advisory, financial planning, and brokerage services. It's important to note that investing involves risk and there is always the potential of losing money. Merrill Lynch does not provide legal, tax, or accounting advice, so it's recommended to consult with your own advisors before making any financial decisions. The institution offers a variety of investment, insurance, and annuity products through its affiliated companies. Additionally, Merrill Lynch is a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A. Banking products are offered by Bank of America, N.A. and its affiliated banks. Merrill Lynch Financial Advisor Olivia Watson is dedicated to helping clients navigate the complexities of the financial world and achieve their desired outcomes.

Merrill Lynch Financial Advisor William LaPato is a prestigious finance institution located at 1 Town Center Road in Boca Raton, Florida, United States. This institution has received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They focus on understanding your family, goals, and priorities to create a personalized investment strategy tailored to your lifestyle goals, taking into account your objectives, time horizon, liquidity needs, investment style, and risk sensitivity. The team at Merrill Lynch believes in helping you make investment-related decisions that align with your personally meaningful goals, whether it's planning for retirement, buying a home, or funding a child's education. They utilize the Investment Personality Assessment to better understand your investing preferences and customize a financial approach to help you pursue what matters most to you. The team at Merrill Lynch is committed to helping you reach your goals through a personalized planning strategy, addressing financial challenges, and potential opportunities. They offer the Merrill Personal Wealth Analysis™ to build a personalized plan centered on your goals and focused on what you want to achieve. With a focus on ongoing communication and adjustments to your financial approach as your life and goals change, Merrill Lynch Financial Advisor William LaPato is here to help you achieve your financial goals.

Merrill Lynch Financial Advisor Jeffrey Tompkins, located at 1 Town Center Road, Boca Raton, Florida, United States, offers personalized financial planning services tailored to your life priorities. By understanding what matters most to you and your family, we collaborate to create a customized plan to help you achieve your goals and aspirations. Our team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. We begin every relationship with a conversation to identify and prioritize your goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. Through our Investment Personality Assessment, we gain a deeper understanding of how you think and feel about investing, allowing us to customize a financial approach that aligns with your values and objectives.

Merrill Lynch Financial Advisor David Bass is a finance institution located at 1 Town Center Road in Boca Raton, Florida, United States. As Merrill advisors, they offer personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. They have received recognition for their exemplary client service, including being named Forbes "Best-in-State Wealth Management Teams" in 2023 and 2024. The team is committed to helping you define your financial goals, establish a planning process centered on your priorities, and guide you through life's inevitable changes. With access to investment insights from Merrill and banking solutions from Bank of America, they work with you to develop a financial approach designed to address your needs. Through tools like the Investment Personality Assessment and Merrill Personal Wealth Analysis™, they customize a plan to help you achieve your goals and stay on track. As experienced financial advisors, they provide thoughtful analysis, identify potential solutions, and communicate them clearly to help you develop a wealth management approach for the future. Working with a dedicated Merrill advisor means personalized investment strategies and comprehensive financial solutions to help you achieve your financial goals.

ameron Viscovich is a dedicated financial advisor at Merrill Lynch, located at 600 North Pine Island Road in Plantation, Florida. Cameron joined Merrill Lynch Wealth Management in 2015 and holds various certifications in financial planning. He is committed to building strong client relationships based on trust and personalized service. Cameron believes in understanding his clients' goals and priorities to create a customized financial strategy that aligns with their aspirations. With access to the global resources of Merrill and banking solutions from Bank of America, Cameron helps clients manage, grow, and preserve their wealth while pursuing their long-term objectives. He believes that financial success can be achieved by making investment decisions that align with personally meaningful goals. Cameron is registered to do business in multiple states and is dedicated to helping clients navigate the complexities of their financial lives. Contact Cameron Viscovich at Merrill Lynch for personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Gerardo E Moya, located at 355 Alhambra Circle, Coral Gables, Florida, United States, is dedicated to helping clients plan for their financial future. The team works with clients to determine their investment style and identify personal goals that are meaningful to them. By understanding how clients think about investing, a comprehensive strategy is designed to help them make the most of their financial resources. The institution offers services such as managing health care expenses, planning for college, preparing for the sale of a business or purchase of a home, and passing wealth to future generations. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can develop an approach tailored to their financial needs.

Merrill Lynch Financial Advisor Ron M Bensadon, located at 200 South Biscayne Boulevard, Miami, Florida, is a premier finance institution offering personalized wealth management services. The Bensadon Wealth Management Group believes in building strong relationships through teamwork and involvement, providing access to the global investment capabilities of Merrill and the banking convenience of Bank of America. With a focus on understanding the unique needs and goals of each client, the institution offers tailored financial plans to help manage, grow, and preserve wealth. The team, comprised of talented and experienced individuals, is dedicated to delivering exemplary client service based on trust and personalized attention. Recognized by Forbes for their outstanding client service, the advisors at Merrill Lynch Financial Advisor Ron M Bensadon are committed to helping clients achieve their financial goals. Visit the institution for a personalized financial analysis and plan designed to help you pursue what matters most to you.

Merrill Lynch Financial Advisor Andres D Thimann, located at 701 Brickell Avenue, Miami, Florida, United States, is a renowned finance institution that prides itself on providing exemplary client service. The team is comprised of talented and experienced individuals who are dedicated to building strong client relationships based on trust and personalized service. Recognized by Forbes for their excellence in wealth management teams, the advisors at Merrill Lynch focus on what matters most to you - your family, goals, and priorities. With years of experience navigating market fluctuations, they work collaboratively with clients to develop personalized investment strategies tailored to individual lifestyle goals. By understanding your unique preferences and priorities through the Investment Personality Assessment, the team at Merrill Lynch can customize financial approaches to help you pursue what matters most to you. With access to the investment insights of Merrill and banking solutions from Bank of America, they strive to address your financial needs and help you achieve your goals. The dedicated advisors at Merrill Lynch are committed to helping you manage, grow, and preserve your wealth today and for years to come. Whether you are planning for retirement, saving for a major purchase, or passing on your wealth to future generations, they are here to help you turn your goals into reality. With a focus on personalized planning and comprehensive financial solutions, Merrill Lynch Financial Advisor Andres D Thimann is dedicated to helping you achieve your financial aspirations.

Merrill Lynch Financial Advisor Ana Carolina Melo, located at 701 Brickell Avenue, Miami, Florida, United States, is a premier finance institution offering personalized wealth management strategies tailored to individual needs. Ana Carolina Melo, an International Wealth Advisor and First Vice President, brings over 20 years of experience in financial services to assist clients in building a comprehensive approach to managing wealth. With a focus on trust and personalized service, Ana and her team at Merrill Lynch Wealth Management work closely with clients to understand their goals, priorities, and values, helping them make informed decisions to achieve financial success. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive a customized financial plan designed to address their unique aspirations and navigate changing life circumstances. Whether planning for retirement, education, or wealth transfer, Ana Melo and her team provide ongoing support and guidance to help clients pursue their financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, clients can trust Merrill Lynch Financial Advisor Ana Carolina Melo to help them navigate the complexities of the financial landscape and work towards achieving their goals.

Merrill Lynch Financial Advisor Joel R Fishkin is a finance institution located at 19495 Biscayne Boulevard in Aventura, Florida, United States. They offer a wide range of investment solutions from Merrill and banking products from Bank of America. Their team provides timely insights on market trends and the global economy to help clients stay on track with their financial goals. By understanding each client's unique financial picture, they create personalized wealth management strategies tailored to individual needs. With access to the investing insights of Merrill and banking capabilities of Bank of America, clients can make informed decisions as they pursue their financial goals. The institution goes beyond traditional advisory roles, offering a comprehensive approach to financial planning. They provide a broad range of brokerage, investment advisory, and other services to cater to the diverse needs of their clients. It is important to consult with legal and tax advisors before making any financial decisions. Trust, fiduciary, and investment management services are also available through Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks, ensuring a holistic approach to financial management.

Merrill Lynch Financial Advisor CAITLIN LEAHY, located at 19495 Biscayne Boulevard, Aventura, Florida, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Stay informed about market trends and global economy to help you stay on track with your financial goals. By understanding your financial picture, CAITLIN LEAHY can create a flexible strategy tailored to your needs. Attend seminars on retirement savings, investing basics, and financial wellness to enhance your financial knowledge. Connect your life and finances with Merrill's investing insights and Bank of America's banking capabilities to make informed decisions for your future. Access research from BofA Global Research and get personalized advice from a Merrill advisor to help you achieve your financial goals. Remember, investing involves risk and it's important to consult with legal and tax advisors before making any financial decisions. Join us to bring fresh perspectives to your financial life and take control of your financial future.

Merrill Lynch Financial Advisor Kevin James King, located at 19495 Biscayne Boulevard, Aventura, Florida, United States, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Kevin James King can provide timely insights on market trends and the global economy to help clients stay on track with their financial goals. By understanding each client's financial picture, Kevin James King can create personalized wealth management strategies tailored to their needs. Attend informative seminars on retirement planning, investing basics, and maximizing Social Security benefits. With access to the investing insights of Merrill and the banking capabilities of Bank of America, Kevin James King goes beyond the traditional role of a financial advisor to help clients make informed decisions as they pursue their financial goals. Additional services include investment advisory, financial planning, insurance products, and trust and investment management services. Register for upcoming seminars to gain valuable financial knowledge and start building a solid financial future.

Merrill Lynch Financial Advisor Carmen Richards, located at 701 Brickell Avenue in Miami, Florida, offers personalized wealth management services to clients. Richards & Associates believes in building strong relationships through teamwork and involvement, providing access to the global investment capabilities of Merrill and the banking convenience of Bank of America. The team offers expertise in retirement income planning, concentrated stock positions, traditional investments, and sustainable and impact investing solutions. By understanding your financial goals and priorities, they can create a customized financial approach tailored to your needs. The team at Merrill Lynch is committed to helping clients navigate the complexities of the financial landscape, offering personalized service and access to comprehensive financial solutions. With a focus on client relationships, they strive to help individuals pursue their financial goals and stay on track, no matter what changes life may bring. Learn more about how Merrill Lynch can help you achieve your financial objectives and live your best financial life.

Merrill Lynch Financial Advisor Alec Matthew Lindenauer is a rare gem in the financial services industry, located at 19495 Biscayne Boulevard in Aventura, Florida. As a mother-son team, they bring a unique understanding of the dynamics of money within the family environment, making them exceptional advisors. With a solid investment philosophy honed through decades of experience, they focus on key tenets such as calculating risk, diversification, considering purpose, being product agnostic, thinking globally, and staying dedicated. Their team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. With a focus on serving their clients with attentive and knowledgeable service, they assist with various administrative and support functions to ensure clients receive the best care possible. Their Merrill Personal Wealth Analysis™ helps build a personalized plan centered on clients' goals and aspirations.

Merrill Lynch Financial Advisor Jose Edery is a finance institution located at 19495 Biscayne Boulevard, Aventura, Florida, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. The financial advisors at Merrill Lynch Wealth Management focus on your family, goals, and priorities, adapting to changes over time. They aim to understand your needs and aspirations in order to create a personalized plan to help you pursue your financial goals while managing investment risk. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop a financial approach designed to address your specific needs. Through conversations, the advisors identify and prioritize your goals, offering advice and guidance to help you achieve what matters most to you. By utilizing tools like the Investment Personality Assessment and the Merrill Personal Wealth Analysis, they build and document a personalized plan centered on your goals. The advisors at Merrill Lynch are committed to helping you stay on track to achieve your financial aspirations, adapting your approach as your life and goals evolve. With a focus on understanding your unique needs and financial situation, they provide personalized investment strategies and comprehensive financial solutions. Contact Merrill Lynch Financial Advisor Jose Edery to start working towards your financial goals today.

Merrill Lynch Financial Advisor Daniel Corrigan Fine is a finance institution located at 355 Alhambra Circle in Coral Gables, Florida, United States. Their financial planning process is centered around your goals and priorities, starting with a conversation to understand what matters most to you. They offer personalized investment strategies and comprehensive financial solutions to help you pursue your aspirations, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. With access to the global resources of Merrill and banking solutions from Bank of America, their team of experienced professionals is committed to building strong client relationships based on trust and personalized service. Through their Investment Personality Assessment and Merrill Personal Wealth Analysis, they can customize a financial approach tailored to your unique needs and goals. They believe in staying connected with you over time to adjust your approach as your life and goals evolve. Let Merrill Lynch Financial Advisor Daniel Corrigan Fine help you achieve your financial goals and navigate the complexities of your financial life.

specific investment objectives, financial situation or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary. As a Merrill Lynch Financial Advisor, Muzzy O Jackson at 355 Alhambra Circle, Coral Gables, Florida, is dedicated to helping clients achieve their long-term financial goals. With a personalized approach, Muzzy works one-on-one with each client to develop a customized financial strategy tailored to their individual needs and aspirations. The institution values the importance of building strong client relationships based on trust and personalized service. With access to the global resources of Merrill and the banking solutions of Bank of America, clients can benefit from a comprehensive approach to managing, growing, and preserving their wealth.

Merrill Lynch Financial Advisor Glenn C Feigin is a prestigious financial institution located at 200 South Biscayne Boulevard, Miami, Florida, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. Glenn C Feigin and his team at The Feigin Group provide personalized advice and guidance to business owners and affluent families, utilizing the resources available at Merrill and Bank of America. The team offers a wide range of proprietary and non-proprietary products and services, blending customized strategies to pursue unique financial objectives.

Merrill Lynch Financial Advisor Diana A. Rodriguez is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. They believe in starting every relationship with a conversation to identify and prioritize your goals. Whether it's wealth transfer, customized financial approaches, or advice and guidance, they listen to learn more about you and your family. They use the Investment Personality Assessment to understand your investing preferences and customize a financial approach to help you pursue your goals. Their mission is to understand you and what matters most to you, designing and implementing a personalized plan to help you achieve financial goals while managing investment risk. Their team is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and access to comprehensive financial solutions. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. They provide the latest investment insights, tips, and strategies to help you live your best financial life.

Merrill Lynch Financial Advisor Jill Otto, located at 701 Brickell Avenue, Miami, Florida, United States, offers customized financial services supported by the global capabilities of a renowned institution. With a focus on a limited number of clients, Jill Otto provides personalized attention to all aspects of your financial life, ensuring a tailored approach for you and your family both now and in the future. By deeply understanding your financial goals and priorities, Jill Otto can create a flexible strategy to navigate today's changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, she can help you pursue your financial objectives through personalized wealth management strategies.

Merrill Lynch Financial Advisor Edward K Fazzah is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. Specializing in personalized wealth management, the institution offers a range of services to help clients achieve their financial goals. With a team of experienced individuals dedicated to building strong client relationships based on trust and personalized service, Merrill Lynch Wealth Management focuses on understanding each client's unique needs and priorities. The Chief Investment Office provides thought leadership on investment strategy, due diligence, and solutions oversight. Edward K Fazzah, NMLS ID 522115, is committed to helping clients pursue their financial goals while managing investment risk. By developing personalized plans and offering access to the investment insights of Merrill and banking solutions from Bank of America, the institution aims to help clients manage, grow, and preserve their wealth. Through ongoing conversations and regular reviews, the institution helps clients adapt their financial approach to reflect changes in their lives and the markets. With a focus on understanding each client's individual goals and priorities, Merrill Lynch Financial Advisor Edward K Fazzah is dedicated to helping clients achieve financial success and live their best financial life.

Merrill Lynch Financial Advisor Rebecca Samandar, located at 701 Brickell Avenue, Miami, Florida, United States, offers personalized financial strategies to help clients pursue their long-term goals. Whether it's wealth transfer, retirement planning, or funding education, the institution works one-on-one with clients to understand their priorities and provide tailored solutions. Using the Investment Personality Assessment, the team at Merrill Lynch gets to know clients on a deeper level to customize financial approaches. With access to Merrill's investment insights and banking solutions from Bank of America, clients can develop a plan to manage, grow, and preserve their wealth. The team is committed to building strong client relationships based on trust and personalized service. Through ongoing discussions and updates, clients can stay on track to achieve their financial goals. As Merrill Lynch Wealth Management Advisors, the team helps clients navigate the complexities of their financial lives and build customized investment approaches. With a focus on personalized strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Rebecca Samandar is dedicated to helping clients achieve their goals.

securities or other financial instruments. The information provided does not take into account your particular investment objectives, financial situation or needs and is not intended as a recommendation, offer or solicitation for the purchase or sale of any security, financial instrument, or strategy. Before acting on any information in this material, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue. The Merrill Lynch Financial Advisor Jorge A Gonzalez institution, located at 200 South Biscayne Boulevard in Miami, Florida, offers personalized financial strategies tailored to clients' goals and objectives. With a background in finance and marketing, Jorge Gonzalez is dedicated to building enduring client relationships and providing honest guidance. He works with high-net-worth families to help them accumulate, preserve, and transfer wealth through portfolio and liability management.

Merrill Lynch Private Wealth Advisor Richard Harris, located at 200 South Biscayne Boulevard in Miami, Florida, offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group, part of Merrill Private Wealth Management, provides customized strategies aligned with specific values to meet specialized needs with trust and personalized service. Recognized for exemplary client service, the advisors at Merrill have received accolades from financial industry publications and Bank of America Corporation. They offer strategies designed to help clients achieve their goals using a goals-based wealth management approach. The Rosenfeld Group serves a dynamic and elite clientele with substantial wealth, managing multiple priorities and challenges.

Merrill Lynch Private Wealth Advisor Alfredo Michael is a prestigious finance institution located at 701 Brickell Avenue in Miami, Florida, United States. With a focus on keeping your priorities at the forefront, they offer industry-leading research and expert analysis to help you stay ahead in your financial goals. Their customized services are supported by the vast capabilities of a global institution, providing personalized attention for all aspects of your financial life, both now and for future generations. Working with a select number of clients, the highly experienced Merrill Private Wealth Management team, including Alfredo Michael, aims to deeply understand your goals and values. They offer access to the banking capabilities of Bank of America and the investing capabilities of Merrill to provide tailored solutions to help you pursue your financial objectives.

Merrill Lynch Financial Advisor Michael R Cannegieter is a finance institution located at 701 Brickell Avenue, Miami, Florida, United States. The Cannegieter Wealth Management Group believes in building strong relationships through teamwork and involvement. Their advisors, wealth management client associates, and access to global investment capabilities of Merrill and banking convenience of Bank of America aim to be your primary source for financial advice and guidance. They focus on understanding your needs and goals, creating personalized plans to help you pursue financial success while managing investment risk. The institution offers personalized investment strategies, comprehensive financial solutions, and the latest investment insights to help you achieve your financial goals. Their team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. Whether you're planning for retirement, buying a home, or funding a child's education, Merrill Lynch Wealth Management Advisors are dedicated to helping you navigate the financial landscape and achieve what's most important to you.

Located at 200 South Biscayne Boulevard in Miami, Florida, Merrill Lynch Private Wealth Advisor Adam Rosenfeld offers industry-leading research and expert analysis to help clients stay ahead in managing their wealth, lifestyle, and legacy. The Rosenfeld Group's mission is to provide customized, integrated strategies aligned with specific values and feelings. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. Recognized by financial industry publications and Bank of America Corporation, the advisors at Merrill set the standard for exemplary client service. Clients of Merrill Private Wealth Management have access to services and resources typically reserved for large institutions. The Rosenfeld Group serves individuals, families, business owners, and executives using a goals-based wealth management approach. The elite clientele served by The Rosenfeld Group are dynamic, driven individuals with substantial wealth managing multiple priorities and challenges.

Merrill Lynch Financial Advisor Marco A Garcia is a finance institution located at 701 Brickell Avenue in Miami, Florida, United States. Supported by the global resources of Merrill, their team is dedicated to building strong client relationships based on trust and personalized service. Their financial advisors focus on what matters most to you - family, goals, and priorities - adapting to changes over time. By starting with a conversation, they help identify and prioritize your goals, whether it's wealth transfer, pursuing passions, or planning for the future. Using the Investment Personality Assessment, they can customize a financial approach tailored to your needs. With access to investment insights and banking solutions, they work with you to develop a plan to address your financial goals. Through regular check-ins and updates, they ensure your approach reflects your changing life and goals. Let Merrill Lynch Wealth Management Advisors help you navigate the complexities of your financial life and achieve your goals. With a dedicated advisor, personalized investment strategies, and comprehensive financial solutions from Bank of America, they are committed to helping you live your best financial life.