Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Eduardo J. Rodriguez is a financial advisor in Miami, FL, who focuses on serving business owners and stock-owning executives. He offers clients potential investment solutions that are designed to meet the unique goals of his clients.
Eduardo is part of a team at Merrill Lynch Wealth Management, part of Bank of America. As a Merrill associate, Eduardo leverages his access to a vast investment resources of Merrill and the banking convenience of Bank of America to help meet his clients' custom needs.
Working with Eduardo begins with a discovery process where the client is free to express, expand, and explore their financial goals. During the analysis phase, Eduardo collaborates with Merrill’s deep network of specialists to design a tailored investment plan that fits the client’s needs. When the team approves the plan, Eduardo and his team present it to the client for feedback. Once the client approves their custom plan, Eduardo and his team execute and proactively manage it. The client is free to review and adjust the plan as needed.
Eduardo makes it his responsibility to help ensure the client feels informed and empowered. As a financial professional who is part of one of the world's largest wealth management and investment institutions, Eduardo commits to preserve his client’s investments from any unexpected market volatility. His mission is to help clients meet their unique financial goals.
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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.
Securities Based Lending Specialist
Bank of America, N.A.
Wealth Management Banking Specialist
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.