Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Maria has been with Merrill Lynch Wealth Management since 2010 and focuses on developing tailored strategies to help clients pursue short- and long-term goals for high-net-worth individuals, their families and their businesses. She does this by leveraging the investment insights of Merrill and access to the banking convenience of Bank of America. Committed to collaboration, with the client’s permission Maria can work closely with each client’s attorney, accountant and other advisors to help her offer financial advice and guidance that complements their overall situation and goals. Passionate about delivering excellent service, Maria works to help save time, make more informed financial decisions and drive progress.
Prior to joining Merrill, Maria worked for BBVA Compass Investment Solutions, servicing affluent families mostly from Latin-America. Prior to her career in the investment management field, Maria was a project manager for a medical device company, in Wurzburg, Germany. Through her past work experiences and opportunities to live in several countries, Maria is fluent in Spanish, French, German and Portuguese. She earned a B.S. in International Business Economics and a B. A. in French from the University of Arizona, and holds the Series 7 and 66 FINRA registrations.
Merrill Life Agency's California License Number 0522776
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as Yoga Gives Back.
Spanish, Spanish, French, French, German, German, Portuguese & Portuguese
University of Arizona
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically 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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.