Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I began my career in the financial services industry working at Bank of America in 2005. After being diagnosed with Thyroid Cancer in 2013, the importance of being financially prepared was emphasized in my own life. Through this experience my mission became to empower my clients to be prepared not only to achieve financial freedom to pursue their dreams, but to be ready to face moments of adversity.
Throughout the years, I have continued to focus on my mission and enjoy seeing first-hand the positive changes my clients see in their financial wellness through my guidance and collaborative approach. I hold both the CERTIFIED FINANCIAL PLANNER™ certification and Certified Divorce Financial Analyst® designations. My professional designations attest to my commitment to be a trusted advisor to my clients and their families.
In 2019, I was recruited from Morgan Stanley to join The Romero Group at Merrill Lynch Wealth Management. I am the relationship manager for the team, focusing on business development and interacting with clients in a meaningful and measurable way.
I was born in Caracas, Venezuela and I am fluent in both English and Spanish. After graduating Summa Cum Laude from Arizona State University with a Bachelor of Science degree in Economics, I moved to China and Switzerland where I continued my financial education and pursued the opportunity to study Chinese and German.
Outside of work, my greatest joys are spending time with my husband and family, traveling the world and giving back. I am very active in my community and I am a champion for causes that help empower women and children in the areas of health, education and financial stability. I am an active member of the Junior League of Miami and a mentor for the Women of Tomorrow organization. In the past, I have chaired the Miami-Dade Beacon Council’s New Leaders Taskforce, served on the YPO Board for City Year and was a member and facilitator for the Miami-Dade Chamber of Commerce Leadership Miami program.
English & Spanish
Arizona State University
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.
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.
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.
Wealth Management Lending Officer
Bank of America, N.A.
Structured Credit Executive
Bank of America, N.A.
August 6th, 2020|6:00 PM - 7:00 PM EST
Social Security and You Invitation.pdf
You’ve paid into the system for years and now it’s your turn to reap the rewards of your hard work. However, there are many rules governing
when and how you can receive these funds. When you decide to collect
can be a function of a variety of elements — including your current health, family history of longevity, marital status and the age difference between
you and your spouse.
Join us for an informative seminar during which we’ll discuss:
• Who is eligible for Social Security benefits.
• What factors you should consider before starting your benefits.
• When is the most appropriate time to start taking benefits.
• Ways in which you can potentially maximize your benefits.
August 12th, 2020|6:00 PM - 7:00 PM
Immunity and Stress Invitation.pdf
When everything around us is out of control, what can you control? We will always have setbacks, road bumps, corrections and periods where things around us are out of control. When this happens, we have two options: Play Offense or Play Defense. Think of defense as washing hands, limiting travel, investing is less risk---these all can be great. The problem is most of us forget about playing offense during periods of stress and uncertainty. If you can play both, you start to take back some control and at the same time create opportunity!The truth is we have a lot of control over our stress level and how strong our immune system is and the crazy thing is they are both related. Create more stress for yourself, you will have a weaker immune system. This presentation is for YOU, it’s for you to take control of what you can control to handle the chaos around us!
August 26th, 2020|4:00 PM - 5:00 PM EST
Great Acceleration Invitation.pdf
The coronavirus crisis is expected to accelerate themes, trends, and the adoption of technologies that had already been in place prior to the pandemic. In this upcoming webinar, we examine some of these key trends including the localization of supply chains, the digitization of the economy, the advancement of next-gen tech infrastructure and greater government debt. We will discuss the investment implications of these various themes across asset classes and sectors. Commentary will be followed by a live Q&A.
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.