Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
450 EAST LAS OLAS BOULEVARD
FORT LAUDERDALE, FL 33301
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I began my career in the financial services industry in 2008 at Bank of America before joining Merrill Lynch Wealth Management in 2014 as a Financial Advisor. Since joining Merrill, I have enjoyed advising both domestic and international clients, building the client relationship on a personal level beyond their investments to understand clients' holistic goals and needs.
I begin each relationship by gaining a thorough understanding of each client's unique circumstances, encompassing his or her personal history, family dynamics, motivations, and passions. As a key point of client contact, I work with multiple generations of families to pursue their personal and professional goals through cohesive planning and careful implementation. I am a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Originally from Brazil and having spent much of my childhood in Venezuela, I understand the needs of global families. I am fluent in English, Spanish, and Portuguese and suited to handling the diverse needs of clients. I earned my undergraduate degree from Florida International University.
My goal is to provide an exceptional level of client care and service, and I invite you to contact me to see how my knowledge and service can help meet your financial needs.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English, Portuguese & Spanish
Florida International University
Personalized advice, disciplined investing and ongoing review can make this a reality.
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 Banking Specialist
Wealth Management Lending Officer, NMLS #1392632
Structured Credit Executive
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
There is no substitute for a one-on-one relationship with a Merrill Lynch financial advisor committed to your needs – a caring advisor who can leverage the investment insights of Merrill Lynch and access to the banking convenience of Bank of America to help clients face today’s financial and economic landscape. 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.