Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Patricia Cabrera is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. While born in Chicago Illinois, she continued her education in Santo Domingo, D.R. and further obtained her Bachelor’s degree in Economics from Florida International University. During her extensive career in the Financial Services industry she has continuously broadened her educational scope by attaining numerous FINRA Securities and Commodities trading licenses, The Latin American Network, FINRA Supervisory and Branch Office Management licenses as well as becoming a Certified Anti-Money Laundering Specialist.
Over the course of her career, Patricia occupied a variety of corporate executive senior management roles, led a variety of specialized development leadership programs for the Women’s Network and occupied the prominent role of chairperson for The Latin American Network.
Her passion for children, music and art drove her to become a board member and co-chair of various non-profit and charitable organizations throughout the U.S and the Dominican Republic. These charitable organizations such as His House Children’s Home have offered her the opportunity to expand her circle of relationships in the international and domestic community. As a devoted advocate for children that she is, she became the voice of the children in Foster Care by becoming a Certified Guardian ad Litem for the State of Florida.
Patricia, has lived in Key Biscayne Florida for the last 20 years with her 4 children. She loves living near the ocean and her hobbies include Road Biking and Kayaking.
At this stage of her career, she is firmly committed to introducing and developing new business relationships to the firm by merging her professional experience and her corporate financial relationships.
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.
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 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.
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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 will work to help you stay on track, regardless of what the markets are doing.
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.