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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.

Jason Albano

Jason Albano

Trust Specialist

Bank of America, N.A.

Nick Foley

Nick Foley

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1190976

profile photo

Oralia Rojas

Structured Credit Executive

Bank of America, N.A.

Upcoming Events

Transforming World! The World After Covid

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…



*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation.

    For more information: 305.933.6213 or maria.leon-mills@ml.com

    Nutrition & Your Immune System

    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.

      For more information: 305.933.6213 or maria.leon-mills@ml.com

      The Most Important Thing

      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

        For more information: 305.933.6213 or maria.leon-mills@ml.com

        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.