Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Julian Lopera has been in the financial services industry for more than 7 years, all of which have been with Bank of America or Merrill in various capacities. Having worked with many families in a Relationship Manager role, he understands the complex needs of individual clients and helps to ensure a customized approach for success. Julian utilizes his experience in business banking and strong relationships with Firm specialists in order to help meet every aspect of the financial lives of his high net worth clients.
Julian’s investment philosophy involves wealth preservation with a focus on consistent growth with the eventual goal of intergenerational transfer. He works with his high net worth clients in order to identify key life goals and formulates a life plan that leverages the experience of his business partners and the vast suite of industry leading services of Merrill. Investment strategies may include equities, fixed income, alternative investments, options, ETFs and other types of investments. In addition, Julian can offer clients access to banking, credit and lending from Bank of America, N.A.
Julian is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.
Julian earned his Bachelor of Science Degree from the University of Florida. He holds the Series 7 and 66 FINRA registrations for a Financial Advisor. He is fluent in Spanish and is involved in the community with Big Brothers Big Sisters of Greater Miami. Julian lives in the Brickell area of Miami and in his free time enjoys traveling and competing in triathlons.
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
University of Florida
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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.
UHNW Insurance Specialist
Bank of America, N.A.
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.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 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.