Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Pilar is a results oriented former financial executive with extensive success in wealth management, brokerage and banking. With over twenty years of experience it the different areas of the financial services industry, Pilar brings a comprehensive approach to helping clients and families in the journey to achieve their financial goals. Using a goals based wealth management methodology, she is able to create a plan, set it in motion and guide her clients through every step of the way.
Pilar started her career at Charles Schwab where she began as a temporary employee and ultimately held multiple sales and managerial positions, both in the international and domestic markets. She has had the fortune of serving in different sales and leadership roles at Bank of America, Merrill, and HSBC as well. This experience gives her a unique ability to see the big picture while recognizing the need to pay attention to the details in strategy, client experience and execution.
Pilar’s focus on the team is to deepen client relationships and assure an exceptional client experience. She also leads business development initiatives with an emphasis on educating and guiding women through the wealth management process, an area she holds close to her heart.
Originally from Colombia, Pilar has lived in Canada, Venezuela and Puerto Rico. She has a Finance and International Relations degree from Universidad Externado de Colombia and an MBA with an International Business emphasis from the University of Miami. She holds her Series 7, 9-10, 24, 63 and 66 FINRA registrations and Life-Variable Life/ Health Insurance licenses.
Pilar now calls Miami home where she lives with her husband Juan Pablo and two sons, Daniel and Felipe. She is a dedicated soccer mom and enjoys every minute of her sons’ games. On the weekends she likes to run, BBQ and try new recipes.
French, Spanish & Spanish
St Johns School in Puerto Rico
Univ Externado de Colombia
University of Miami
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.