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
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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 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!
July 8th, 2020|3:00 PM - 4:00 PM
Transforming World_ Invitation.pdf
We welcome you to join a virtual seminar on the Transforming World! We’re pleased to have Felix Tran, Thematic Strategist for BofA Global Research, joining us who will discuss:
• A “Transforming World” framework: Earth, Government, Innovation, Markets & People
• 5 themes for the world after COVID
- Geopolitics & Peak Globalization
- Tech Wars
- Big Government
- Health the new Wealth
- The New Consumer
• Other themes covered also include: Big Data & AI, Cybersecurity, 5G, Climate Change, Future Food and more…
July 16th, 2020|4:00 PM - 5:00 PM
Nutrition and Your Immune System Invitation.pdf
Dr. Aaron Chadwick Biography.pdf
Given the current circumstances, it is more important than ever to know how nutrition impacts our body and what we can do to keep our immune system boosted. Join us as Dr. Chadwick provides us with an informative presentation on easy, safe, and effective ways to strengthen our immune system.
July 22nd, 2020|6:00 PM - 7:00 PM
Most Important Thing Invitation.pdf
Andy Bernstein Biography.pdf
Millions of families around the world are experiencing enormous disruption. This special webinar gives you and your loved ones a powerful new toolkit to handle stress better. It teaches you:
-What matters most for family happiness according to the world’s longest study, and why it’s not money, health, or relationships
-A new way to understand where stress comes from, and why traditional stress management is based on a fundamental flaw
-A 7-step process that helps you increase family well-being with no blame, stigma, or “touchy-feeliness”
-Free access to an online platform to continue applying this toolkit after the webinar ends
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.