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Maria Leon-Mills

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Profile

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.

  • LANGUAGES

    English & Spanish

  • EDUCATION

    Arizona State University

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.

Sameer Derashri

Sameer Derashri

Trust Specialist

Merrill Lynch

Nick Foley

Nick Foley

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1190976

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Oralia Rojas

Structured Credit Executive

Bank of America, N.A.

Past Events

Social Security and You

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.

    Immunity & Stress

    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!

      The Great Acceleration: Themes for a Post-Coronavirus World

      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.

        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

        Welcome

        My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask hard, smart questions and listen carefully, then understand in great detail, exactly where your wealth stands today and where you’d like it to be tomorrow. I then help you design and implement a customized wealth management approach that helps you and your family pursue personal financial goals while helping manage investment risk. My approach is about designing potential solutions to help turn goals into reality.

        Philosophy

        I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

        Capabilities

        My process is designed to help deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond investments. My ability to provide access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience and lending solutions of Bank of America offers a way to help clients manage all of the pieces of their financial lives. I view myself as a financial resource, helping clients with potential solutions for transferring wealth to the younger generation.

        Focus On Individuals and Families

        I can offer advice and guidance designed to assist you in making investment-related decisions and trade-offs that can help you reach personally meaningful goals.  So whether you’re planning your retirement, saving to buy a home or fund a child’s education, I’ll start by getting to know you and how you feel about the following seven life priorities.:

        • 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 others and giving to charities
        • Work: Working in retirement, selling or starting a business
        • Finance: Bringing it all together and defining your financial goals

         

        Your Financial Approach

        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.

        FAMILY
        Taking care of your family and other people in your life
        • Trust & Estate Planning Services4
        • Education Funding1
        • Insurance3
        HEALTH
        Planning for healthcare expenses now and in the future
        • Long-term Care Insurance3
        • Health Savings Account2
        • Disability Insurance3
        HOME
        Upsizing, downsizing, remodeling or buying a vacation home
        • Home Loans2
        • Home Equity Lines of Credit2
        • Securities-Based Lending2
        • Credit Cards2
        WORK
        Working in retirement, selling or starting a business
        • Bank of America Business Banking2
        • Exchange Funds1
        • Concentrated Stock Management1
        • Succession Planning1
        LEISURE
        Spending your free time in meaningful ways
        • Credit Cards2
        • Securities-Based Lending2
        • Structured Lending2
        GIVING
        Volunteering, mentoring others and giving to charities
        • Donor-Advised Funds4
        • Private Foundations4
        • Charitable Trusts4
        FINANCE
        Using your finances to bring it all together
        • Merrill Investment Accounts1
        • Investment Advisory Accounts1
        • Alternative Investments1
        • Exchange-Traded Funds1
        • Mutual Funds1
        • Closed-end Funds1
        • Fixed Income Products1
        • Options1
        • Annuities3
        • Impact Portfolios1
        • Market-Linked Investments1
        • Securities-Based Lending2
        • Margin1
        • Home Loans2
        • Bank of America Checking and Savings Accounts2
        • Credit Cards2
        • Online Account Access1,2

        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.

        Staying on Track

        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.


        Periodic 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.


          Monitoring 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.

          Wealth Management Your Way

          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 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.

            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.


            Merrill_Capabilities_Brochure.png  

            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.

            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.