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TOP 30 Merrill lynch portfolio management in Plantation, FL
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Merrill Lynch Financial Advisor Carolina F Benzadon
Merrill Lynch Financial Advisor Carolina F Benzadon is a finance institution located at 600 North Pine Island Rd. Floor 03 Suite 300, Plantation, Florida, United States. Carolina is a Wealth Management Advisor and Senior Portfolio Advisor with a background in accounting and investment experience. She is also a CERTIFIED FINANCIAL PLANNER™ professional and Certified Plan Fiduciary Advisor (CPFA) designee. Carolina primarily assists high-net worth women and families in developing and implementing customized financial strategies. She can provide access to banking, credit, and lending from Bank of America, N.A. Carolina's mission is to develop lifelong relationships with clients while providing exceptional care and service. She is passionate about philanthropy, particularly children-oriented charities. Carolina believes in personalized financial planning tailored to each client's goals and priorities. She offers personalized investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management and Bank of America. Registered in multiple states, Carolina is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets.
Merrill Lynch Wealth Management: The Bass Doro Group
Merrill Lynch Wealth Management: The Bass Doro Group is a prestigious financial institution located at 600 North Pine Island Road in Plantation, Florida, United States. With an additional office at One Town Center Road in Boca Raton, FL, the team of experienced advisors at Merrill Lynch is dedicated to providing personalized financial strategies tailored to your individual needs. Recognized by Forbes as "Best-in-State Wealth Management Teams" in 2023 and 2024, our advisors are committed to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, our team at Merrill Lynch Wealth Management focuses on helping you achieve your financial goals by understanding your priorities and aspirations. Through a collaborative approach, we work with you to develop a customized plan that considers your risk tolerance, time horizon, and liquidity needs. Whether you're planning for retirement, saving for a major purchase, or preparing to pass on your wealth to future generations, we are here to guide you every step of the way.
Merrill Lynch Financial Advisor Alfredo Aguirre
Merrill Lynch Financial Advisor Alfredo Aguirre, located in Plantation, Florida, is dedicated to addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. With a focus on crafting customized financial strategies to help clients pursue their goals, Alfredo Aguirre, CFP, CPFA, CRPC, Senior Vice President and Wealth Management Advisor, brings over two decades of financial experience to the table. He works closely with clients to understand their unique financial situations and offers personalized solutions that align with their financial and personal objectives. Alfredo is a Certified Financial Planner with additional designations in retirement planning and fiduciary advisement. Outside of his professional endeavors, Alfredo is an active member of the community, participating in various charitable organizations and community service initiatives. With the support of the global resources of Merrill Lynch, Alfredo and his team are committed to building strong client relationships based on trust and personalized service. Whether you are planning for retirement, saving for a major life event, or looking to grow and preserve your wealth, Alfredo Aguirre and his team are dedicated to helping you achieve your financial goals. Contact Merrill Lynch Financial Advisor Alfredo Aguirre for a personalized financial approach tailored to your unique needs and aspirations.
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