Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Camilo Mejia has worked in the Global Wealth Management industry for over 15 years, since where he has had the opportunity to work alongside with many of the leading international families. His career includes experience in the area of investments, portfolio structuring, estate planning services, financing structures, and economic development plans in the area of agriculture and foreign trade.
His goal is to become a trusted resource to each client so that they may rely on him for financial advice and guidance in their pursuit of their very own personal and financial success. His focus has always been to apply his experience, creativity and ethics to work client side for providing advice during the different financial events of international families. During his career he has had the opportunity to work for different institutions such as Lloyds TSB Bank, Banco Santander, and Merrill Lynch.
As a Merrill Lynch International Wealth Advisor, Camilo finds innovative ways to connect all the pieces of every client financial live. Camilo is typically focused in high net worth families who need a financial professional to help them to plan for long term goals connected with their very personal entrepreneur projects. Partnering with a team of specialists, he assists clients in every aspect of their financial lives as their first point of contact.
Camilo is a graduated of EAFIT University in Colombia (school of "Business Administration"). He has also had outstanding accomplishment in subsequent studies as the program " Excecutive Banking Program" LSE ( London School of Economics) in conjunction with the IEB (Institute of Market Studies of Madrid), and the SMART program (Securities, Markets, and Regulation Training) developed by University of Miami in conjunction with Banco Santander. Camilo currently resides in Miami.
“I offer both personalized attention and the global resources of one of the world’s largest financial services firms. I place a premium on providing attentive and tailored client service combined with sound financial advice and guidance”.
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 & Spanish
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.
GWIM Securities-Based Lending Specialist
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.