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Aguirre Wealth Management Team

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Merrill Lynch
Wealth Management

The Aguirre Wealth Management Team is committed to provide financial confidence to our clients by delivering customized financial strategies, advice, and over two decades of financial services experience, to help our clients preserve and grow their wealth.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Alfredo Aguirre

Forbes "Best-in-State Wealth Advisors" 2024
Published on April 3, 2024. Rankings based on data as of June 30, 2023.*

Click here to learn more about advisor recognitions

Meet Our Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Damilet Ball

Wealth Management Banking Specialist

Merrill

Sameer Derashri

Wealth Strategies Advisor

Bank of America, N.A.

Alyson King

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #13085

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Aguirre Wealth Management Team

Welcome

Our mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you’d like them to be tomorrow. We then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. Our approach is about creating comprehensive strategies to help turn your goals into reality.

Why work with the Aguirre Wealth Management Team?


1.  Proactive Communication.  We strive to reach out to our clients frequently and keep them up to date with their financial situation.

2.  Exceptional Organization.  Our team is highly organized, we have internal processes that enable us to maximize efficiency and accuracy, so that our clients can feel confident when it comes to their investments.

3.  Experienced Financial Specialists.  Our team is comprised of experienced financial specialists that can assist with complex financial challenges and suggest solutions that best fit the situation. This includes having specialists on call for additional advice on insurance, lending, mortgage, philanthropy, estate and trust planning. 

4.  In Depth Performance & Strategy Sessions.  Our team meets with clients quarterly to review portfolio performance and strategically plan for the future.  Each session has a structured agenda to ensure that every financial aspect of our client’s life is examined.  Areas covered include, Long Term Care, Insurance, cash liquidity needs, mortgages, succession planning, and wealth transfer planning. 

The Aguirre Wealth Management Team can chart a course that assists you in reaching your financial goals to create the life you want. 




*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

How we help clients

The various stages in life often require adjustments in your financial and life goals, including:

  • The retirement lifestyle you envision
  • Preparing for the cost of the best education possible for your children and grandchildren
  • Wealth transfer to the next generation
  • Establishment of their legacy through family foundations and philanthropy
  • Diversifying business interests
  • Potential strategies for managing concentrated equity holdings

Focus On High-Net-Worth Individuals and Business Owners

We offer clients a breadth of potential solutions, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, the process begins by defining and prioritizing your financial goals based on the following:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together; defining your financial goals
The team’s industry knowledge and experience helps them provide you with:
  • Potential risk management strategies
  • Trust and estate planning services
  • Tax-minimization strategies
  • Access to Bank of America for your credit and banking needs
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Capabilities

Our financial planning process begins by getting to know you and understanding your goals. We can collaborate so the team can gain a comprehensive understanding of your goals, what you value most, including your risk tolerance, time horizon, and liquidity needs. One-on-one discovery meetings with you draw on the analytical skills and deep experience of the team to review your portfolio and objectives so that we can work closely together to create a personalized plan to help you pursue your goals.

Past Events

Looking Forward to a New Era of Growth

Virtual Webcast Event

May 1st, 2024|4:00 PM - 5:00 PM EST

Please join Merrill for a discussion with our top industry experts who will discuss how this year might bring a return to a more promising market as global economies reset. The discussion will include regional insights, potential ways to navigate today’s new market landscape, and an open Q & A, so you can ask the questions that are important to you.

TOPICS WILL INCLUDE:

  • What a potential recession could mean for the markets
  • Dealing with inflation, volatility, and other investment risks
  • Portfolio strategies and opportunities to consider now

SPEAKER:
Savita Subramanian
Managing Director; Head of U.S. Equity and Quantitative Strategy
Bank of America Global Research

Contact Gloria Aguirre to register for event.

    Staying on Track

    We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



    Reviews to help you
    stay on track

    We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



      Changes in your life
      and to your goals

      Your life and goals change. As these changes occur, we can update your approach to reflect them.

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      #DigitalMerrill

      MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

      Your advisor is a click away within our site or mobile apps

      You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

      Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

        Let’s Have a Conversation

        Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

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        Why Merrill?

        As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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        We put you first, every day.
        Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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        No question too big or moment too small
        For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


        The Power of the Right Advisor®
        Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

        Personalized advice from a dedicated financial advisor.

        We get to know you and your family, your financial situation and what matters most to you.

        A comprehensive approach, built around your life’s priorities.

        Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

        Adjusting your investment approach as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.