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Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Nelly Aguilar Garcia
Assistant Vice PresidentSenior Financial Advisor
Merrill Lynch
Wealth Management
Understanding your life priorities is an important part of how I work with the clients I serve. It’s not just about markets and returns, it’s about what matters most to you. I welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.
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.
Nelly Aguilar Garcia
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*
Profile
Nelly’s financial and civic life has been a profile of consideration and devotion since 2004. Her reputation for caring deeply and sharing financial lessons has attracted a largely referred clientele including successful women and men, entertainers, entrepreneurs, and generations of their families.
Nelly joined Merrill in 2017. Previous to that, she spent eleven years at JPMorgan Chase (including five years at Chase Private Client). Later, she worked at a boutique investment firm for two years.
An enthusiastic “problem solver,” Nelly strives to make things possible, seamless and easier for clients. Implementing her planning approach, she accounts for clients’ values and visions – essentially, what they deem meaningful for themselves and the people they love. She also aims to educate and empower clients to feel confident about making financial decisions.
“Results and relationships matter to me and to clients,” Nelly says, “What do they want for themselves, their families? What motivates them? What do they want for retirement, their enterprise, or their new-found wealth? It feels so good to build effective, real-world strategies for clients, then share their joy when milestones are met.”
“She adds, “I take pride in going deep with clients. By listening, I can understand a client’s comfort with money and what wealth means to them. I tailor my recommendations around a client’s behavior and realities.”
The daughter of a business owner, Nelly was taught the value of doing more than clients might expect. As a result, she sought a career where she could help people and cultivate strong relationships with them.
Nelly holds a Bachelor’s degree in Business from University of Redlands and a place in her heart for serving others. She is Co-director of Programming for the firm’s GL A Chapter of LEAD for Women, which focuses on education, empowerment and professional development for women in Los Angeles. She also volunteers with her high school’s alumni association – to ensure that proud traditions continue, and that scholarships, sports and other student activities receive adequate support from the current administration and community.
Nelly and her husband, Lionell, stay busy with their baby boy, two rescue dogs and enjoy exploring the outdoors with their growing family.
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LANGUAGES
English & Spanish
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EDUCATION
University of Redlands
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Professional Staff
Supported by the global resources of Merrill, my 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.
Sara Burns
Wealth Strategist
Merrill
Diane L Sullivan
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #637492
Daniel Rouhi
Wealth Management Banking Specialist
Merrill
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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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 I can help you create a financial approach that reflects your personality. Only then can I 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?
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Transcript of Video
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 AdvisorTM
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.
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