Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
A son of Cuban immigrants, Frank remembers growing up surrounded by smart, hard-working entrepreneurs and dedicated professionals, many of whom became affluent. Through his studies and early work experiences, he understood that without the benefit of good financial advice, many of these successful people were unable to reach their full economic potential. Vowing to help people avoid the financial mistakes of their parents’ generation, Frank became a Merrill Financial Advisor to help them plan for the important financial goals they have in life, including their retirement, and transitioning wealth to the next generation.
Connecting with people and getting to know them personally in order to help them organize their financial life is one of Frank’s passions. Many people come to him with experience managing their own investments. Fewer have taken the planning steps that Merrill and Frank believe should come first. Frank focuses on helping you define and prioritize your goals, and connecting them to a financial strategy that can be customized for you.
Frank is deeply committed to drawing on his experience to help you with virtually every financial challenge you face. Using the broad investing resources of Merrill, he can assist with potential solutions for retirement income planning, education funding and other lifestyle needs, as well as access to the banking convenience and lending solutions of Bank of America. Frank can also assist you with a variety of insurance solutions to help you address personal and family needs. This comprehensive approach to wealth management is designed to help your financial life run smoothly and efficiently.
He graduated Cum Laude from Florida International University with a Bachelor’s degree with a double major in Finance and International Business and received his Master’s degree in Finance from Florida International University. Prior to joining Merrill in 2016, he worked as a registered team leader and financial relationship consultant for 3 years with Regions Bank. Outside of the office, Frank spends his time with his wife and three children. He is fully bilingual in English and Spanish.
English & Spanish
Florida International University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.