TOP 10 Wealth transfer specialists in Miami, Florida

MassMutual Miami, located at 1221 Brickell Avenue in Miami, Florida, is a leading finance and insurance agency known for being the most innovative, collaborative, and trusted financial solutions firm in the nation. As part of the Coastal Wealth family, they prioritize integrity, transparency, and ethical conduct, offering a wide range of services tailored to meet the evolving needs of their clients. Their dedicated team of associates, revered for their unmatched expertise, is committed to guiding clients through a personalized financial journey aligned with their aspirations. From comprehensive financial planning to strategic tax planning and beyond, Coastal Wealth goes above and beyond to ensure the financial well-being of their clients and their families.

Mark E Marandino - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9150 South Dadeland Boulevard in Miami, Florida, United States. The institution offers a range of certifications and designations for their advisors, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics, ensuring that advisors are well-equipped to assist clients with their wealth management needs. The institution is dedicated to providing high-quality financial services to individuals, retirees, small business owners, and high net worth clients, with a focus on ethical practices and comprehensive knowledge in asset management, investment strategies, estate planning, and more.

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.

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 Private Wealth Advisor Frank D Di Rocco, located at 701 Brickell Avenue, Miami, Florida, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. With a focus on high-net-worth families, Juan Carlos develops personalized wealth management solutions based on risk tolerance, time horizon, liquidity needs, and overall investment goals. He collaborates with professionals such as attorneys and CPAs to develop wealth transfer strategies and family governance solutions. Juan Carlos, a graduate of the University of Florida with a Master of Laws degree from the University Of Nice School Of Law in Nice, France, is fluent in Spanish, French, and English. He has been named to Forbes "Best-in-State Wealth Advisors" list from 2018-2023 and is a member of the Society of Trust and Estate Practitioners (STEP).

Merrill Lynch Private Wealth Advisor Manuel J Escobio is a premier financial institution located at 701 Brickell Avenue in Miami, Florida, United States. Our team of private wealth advisors offers industry-leading research and expert analysis to help you stay ahead in managing your financial priorities. We provide customized services supported by the broad capabilities of a global institution, focusing on a limited number of clients to offer personalized attention for all aspects of your financial life. Our rigorously trained private wealth advisors are dedicated to meeting your specialized needs with relationships based on trust and personalized service. We are proud of our advisors who have received recognition from financial industry publications, setting the standard for exemplary client service. Forbes has recognized us as "Best-in-State Wealth Advisors" in 2023, showcasing our commitment to excellence.

Oscar E. Berlanga, P.A. is a law firm located at 11120 North Kendall Drive, Miami, Florida, United States. Specializing in estate planning, their goal is to preserve your assets and ensure the transfer of wealth to your loved ones. With a personalized approach, they will work with you to create a plan that meets your specific needs and goals. The team at Oscar E. Berlanga, P.A. is dedicated to providing clear and understandable legal solutions to help you navigate through any confusing legal matters. By building strong relationships with their clients, they ensure that each individual receives the attention and support they deserve. When it comes to selecting an attorney for your estate planning needs, trust in Oscar E. Berlanga, P.A. to provide you with the guidance and expertise needed to secure your family's future. Visit www.PlanAhead.Law to get started on the path to success today.

Barry A. Nelson - Law Offices of Nelson & Nelson, P.A. is a prestigious law firm located at 2775 Northeast 163rd Street in North Miami Beach, Florida. Led by Barry A. Nelson and Jennifer E. Okcular, the firm specializes in providing estate planning and asset protection legal services for high net worth and private wealth clients. With decades of experience, the attorneys at Nelson & Nelson offer personalized and creative legal advice to help clients plan for the future and ensure the peaceful passing of their assets to designated beneficiaries with minimum taxes. Recognized as a "Best Law Firm" by U.S. News & World Report and Best Lawyers®, Nelson & Nelson, P.A. is known for its professional excellence in Tax Law and Trusts and Estates Law. The firm takes a team approach towards estate planning and tax planning, offering a wide range of legal services including wills and trusts, asset protection, trust and estate administration, probate administration, and corporate, partnership, LLC, and family business planning.

Keystone Law - Office of Frank Wolland Esq. is a reputable law firm located at 12865 West Dixie Highway in North Miami, Florida. Led by the experienced attorney Frank Wolland, the firm specializes in providing top-notch legal services to clients in need of expert legal representation. With a focus on personalized attention and tailored solutions, Keystone Law is dedicated to achieving the best possible outcomes for its clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Keystone Law is here to help. Contact us today to schedule a consultation with Frank Wolland Esq. and discuss your legal needs.

Fendz Asset Management is a boutique finance and insurance agency located at 2997 Day Avenue in Miami, Florida, United States. Since 1997, we have been dedicated to helping our clients create strategic financial plans to achieve their short and long-term goals. With 30 years of expertise and the industry's most advanced financial planning tools, we work closely with each client to develop a personalized financial roadmap that aligns with their unique lifestyle. As independently licensed fiduciaries, we prioritize building deep relationships with our clients to provide personal and impartial counsel. At Fendz Asset Management, our primary objective is to help clients understand their risk tolerance and invest with confidence. We are committed to providing exceptional service and guidance to help our clients achieve financial success.

NUÑEZ ESTATE LAW & TITLE is a prestigious law firm located at 7700 North Kendall Drive in Miami, Florida. Specializing in estate law and title services, our experienced team of lawyers is dedicated to providing top-notch legal assistance to our clients. Whether you need help with estate planning, probate, or real estate transactions, we are here to guide you through the process with professionalism and expertise. Trust NUÑEZ ESTATE LAW & TITLE to handle all of your legal needs with care and precision.

Robert Allen Law is a prestigious institution located at 1441 Brickell Avenue in Miami, Florida. With an additional office in Palm Beach, Florida, our team of legal experts are dedicated to becoming an essential part of our clients' executive team in facilitating business strategy and planning. Situated in The Four Seasons Office Tower, we are conveniently located in the heart of the Miami financial district. Contact us at 305.372.3300 or email info@robertallenlaw.com for more information on how we can assist with your legal needs.

Merrill Lynch Financial Advisor Bryan Emanuel Moskowits is a finance institution located at 8840 Southwest 136th Street, Miami, Florida, United States. The Bielfield/Moskowits Group at Merrill Lynch Wealth Management office is dedicated to providing customized advice and guidance to ensure that clients are ready to achieve their financial goals. The team offers a Goals Based Wealth Management practice, focusing on simplifying and clarifying strategies to help clients be prepared for the future. Services include Core Retirement Service, Third party investment management consulting, and Wealth transfer strategies and cash flow management. With access to global resources and specialists, the team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. Financial advisor Bryan Moskowits, along with the team, aims to help clients navigate the complexities of their financial life and create a customized investment approach to pursue their goals. The institution offers Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. With a focus on understanding each client's unique needs and priorities, the team works to design an approach that reflects their financial situation. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their specific requirements. The institution also offers the latest investment insights, tips, and strategies to help clients achieve their financial objectives.

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.

Inveniam, LLC is a finance institution located at 450 Alton Road in Miami Beach, Florida, United States. We specialize in providing innovative financial solutions for our clients, helping them achieve their financial goals and grow their wealth. Our team of experienced professionals is dedicated to delivering personalized services tailored to meet the unique needs of each client. Whether you are looking for investment advice, wealth management, or financial planning, we are here to help you navigate the complexities of the financial world. Trust Inveniam, LLC to be your partner in building a secure and prosperous financial future.

Welcome to 4 Beauty Aesthetics Institute for Plastic Surgery, led by the renowned Dr. Constantino Mendieta. Conveniently located at 2310 S Dixie Hwy, 2nd Floor, Miami, FL 33133, our institute is dedicated to providing exceptional aesthetic and reconstructive plastic surgery services. Dr. Mendieta, a pioneer of the Brazilian Butt Lift, brings a wealth of expertise and innovation to the field of cosmetic surgery. With a prestigious educational background that includes training in aesthetic surgery at Harvard, advanced plastic surgery training at the Royal College of Surgeons in England, and mentorship under world-famous surgeons in Paris, Brazil, and Beverly Hills, Dr. Mendieta is a leader in his field. As a member of the American Board of Plastic Surgery and the American Medical Association, he is committed to the highest standards of patient care and safety.